SHERMAN PORTFOLIOS, LLC
CRD #322728 SEC #801-126397 COEUR D'ALENE, ID 800-634-2008
SEC Registered
Total AUM
$581.6M
Discretionary
$581.6M
Employees
14
Clients
0
Accounts
10,387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $581.6M | $581.6M | $0 | 14 | 0 |
| Jul 2025 | $581.6M | $581.6M | $0 | 14 | 0 |
| Mar 2025 | $581.6M | $581.6M | $0 | 14 | 0 |
| Mar 2025 | $581.6M | $581.6M | $0 | 14 | 0 |
| Jan 2025 | $434M | $434M | $0 | 8 | 0 |
| Dec 2024 | $1.6B | $434M | $1.2B | 8 | 0 |
| Nov 2024 | $1.6B | $434M | $1.2B | 8 | 0 |
| Sep 2024 | $202.5M | $202.5M | $0 | 8 | 0 |
| Aug 2024 | $202.5M | $202.5M | $0 | 8 | 0 |
| Feb 2024 | $202.5M | $202.5M | $0 | 8 | 0 |
| Feb 2024 | $160.6M | $160.6M | $0 | 8 | 0 |
| Nov 2023 | $122.9M | $122.9M | $0 | 8 | 0 |
| Nov 2023 | $122.9M | $122.9M | $0 | 8 | 0 |
| Oct 2023 | $28.7M | $28.7M | $0 | 8 | 0 |
| Oct 2023 | $28.7M | $28.7M | $0 | 8 | 0 |
| Jun 2023 | $28.7M | $28.7M | $0 | 8 | 0 |
| Mar 2023 | $0 | $0 | $0 | 1 | 0 |
| Jan 2023 | $0 | $0 | $0 | 1 | 0 |
| Jan 2023 | $0 | $0 | $0 | 1 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
| Aug 2022 | $0 | $0 | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2025
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees14
Clients0
DateJan 2025
Total AUM$434M
Discretionary$434M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$1.6B
Discretionary$434M
Non-Disc.$1.2B
Employees8
Clients0
DateNov 2024
Total AUM$1.6B
Discretionary$434M
Non-Disc.$1.2B
Employees8
Clients0
DateSep 2024
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0