CARL P. SHERR & CO., LLC
CRD #3394 SEC #801-66673 WORCESTER, MA 508-791-7126
SEC Registered
Total AUM
$450.5M
Discretionary
$434.7M
Employees
5
Clients
101
Accounts
808
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $450.5M | $434.7M | $15.8M | 5 | 17 |
| Mar 2024 | $392.6M | $368.9M | $23.8M | 5 | 21 |
| Apr 2023 | $351M | $321.8M | $29.3M | 5 | 26 |
| Feb 2023 | $351M | $321.8M | $29.3M | 5 | 26 |
| Aug 2022 | $381.1M | $347.7M | $33.4M | 7 | 35 |
| Mar 2022 | $381.1M | $347.7M | $33.4M | 7 | 35 |
| Nov 2021 | $311.8M | $280.4M | $31.4M | 6 | 40 |
| Oct 2021 | $323.8M | $292.4M | $31.4M | 6 | 40 |
| Mar 2021 | $323.8M | $292.4M | $31.4M | 6 | 40 |
| Sep 2020 | $269.1M | $250M | $19.1M | 7 | 25 |
| May 2020 | $269.1M | $250M | $19.1M | 7 | 25 |
| Mar 2020 | $269.1M | $250M | $19.1M | 7 | 25 |
| Jul 2019 | $220.1M | $197.4M | $22.7M | 6 | 25 |
| Mar 2019 | $220.1M | $197.4M | $22.7M | 6 | 25 |
| Mar 2018 | $225.7M | $196.7M | $29M | 5 | 25 |
| Mar 2017 | $187.8M | $166.3M | $21.5M | 5 | 200 |
| Feb 2016 | $166M | $145.9M | $20.1M | 4 | 200 |
| Nov 2015 | $166.4M | $132.7M | $33.6M | 4 | 213 |
| Mar 2015 | $166.4M | $132.7M | $33.6M | 4 | 213 |
| Mar 2014 | $154.2M | $129.6M | $24.6M | 5 | 500 |
| Aug 2013 | $120M | $105.3M | $14.7M | 5 | 400 |
| Mar 2013 | $120M | $105.3M | $14.7M | 5 | 400 |
| Mar 2012 | $103.7M | $88.8M | $15M | 1 | 400 |
| Feb 2010 | $65.6M | $65.6M | $0 | 5 | -- |
| Feb 2009 | $52.7M | $52.7M | $0 | 5 | -- |
| Feb 2007 | $41M | $41M | $0 | 5 | -- |
DateMar 2025
Total AUM$450.5M
Discretionary$434.7M
Non-Disc.$15.8M
Employees5
Clients17
DateMar 2024
Total AUM$392.6M
Discretionary$368.9M
Non-Disc.$23.8M
Employees5
Clients21
DateApr 2023
Total AUM$351M
Discretionary$321.8M
Non-Disc.$29.3M
Employees5
Clients26
DateFeb 2023
Total AUM$351M
Discretionary$321.8M
Non-Disc.$29.3M
Employees5
Clients26
DateAug 2022
Total AUM$381.1M
Discretionary$347.7M
Non-Disc.$33.4M
Employees7
Clients35
DateMar 2022
Total AUM$381.1M
Discretionary$347.7M
Non-Disc.$33.4M
Employees7
Clients35
DateNov 2021
Total AUM$311.8M
Discretionary$280.4M
Non-Disc.$31.4M
Employees6
Clients40
DateOct 2021
Total AUM$323.8M
Discretionary$292.4M
Non-Disc.$31.4M
Employees6
Clients40
DateMar 2021
Total AUM$323.8M
Discretionary$292.4M
Non-Disc.$31.4M
Employees6
Clients40
DateSep 2020
Total AUM$269.1M
Discretionary$250M
Non-Disc.$19.1M
Employees7
Clients25
DateMay 2020
Total AUM$269.1M
Discretionary$250M
Non-Disc.$19.1M
Employees7
Clients25
DateMar 2020
Total AUM$269.1M
Discretionary$250M
Non-Disc.$19.1M
Employees7
Clients25
DateJul 2019
Total AUM$220.1M
Discretionary$197.4M
Non-Disc.$22.7M
Employees6
Clients25
DateMar 2019
Total AUM$220.1M
Discretionary$197.4M
Non-Disc.$22.7M
Employees6
Clients25
DateMar 2018
Total AUM$225.7M
Discretionary$196.7M
Non-Disc.$29M
Employees5
Clients25
DateMar 2017
Total AUM$187.8M
Discretionary$166.3M
Non-Disc.$21.5M
Employees5
Clients200
DateFeb 2016
Total AUM$166M
Discretionary$145.9M
Non-Disc.$20.1M
Employees4
Clients200
DateNov 2015
Total AUM$166.4M
Discretionary$132.7M
Non-Disc.$33.6M
Employees4
Clients213
DateMar 2015
Total AUM$166.4M
Discretionary$132.7M
Non-Disc.$33.6M
Employees4
Clients213
DateMar 2014
Total AUM$154.2M
Discretionary$129.6M
Non-Disc.$24.6M
Employees5
Clients500
DateAug 2013
Total AUM$120M
Discretionary$105.3M
Non-Disc.$14.7M
Employees5
Clients400
DateMar 2013
Total AUM$120M
Discretionary$105.3M
Non-Disc.$14.7M
Employees5
Clients400
DateMar 2012
Total AUM$103.7M
Discretionary$88.8M
Non-Disc.$15M
Employees1
Clients400
DateFeb 2010
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--