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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| WEISNER, ADAM, ALLEN | I | CEO | NA | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON, DANIEL, WALTER | I | MANAGING MEMBER | E | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON INVESTMENTS, INC. | DE | MEMBER | D | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
| PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, DANIEL, WALTER | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
| PINKERTON, KATHRYN, ELAINE | I | PINKERTON INVESTMENTS, INC. | D | Control |
Registrations
Federal
IA
Jul 31, 2025 REGISTERED
Notice Filings (26)
AK AZ CA CO FL GA HI IA ID IL IN KS MA MI MO NC NE NV OH OK OR PA TN TX UT WA
Address
2000 JOHN LOOPCOEUR D'ALENE, ID 83814
United States
Phone: 800-634-2008