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| Happy Holidays!! thanks for using AUM13F!! |
| Sherman Asset Management Inc
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| CRD # | 170861 |
| SEC # | 801-129640 |
| CIK # | 0001736535 |
| AUM | $131.0 M (2025-02-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 805-655-5062 |
| Address | 1500 Palma Dr Ventura, CA 93003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001736535 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 5.5 | ||
| Facebook Inc | 4.1 | ||
| Microsoft Corp | 4.0 | ||
| Alphabet Inc | 3.4 | ||
| Apple Inc | 3.1 | ||
| Amazon Com Inc | 1.8 | ||
| Nvidia Corp | 1.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.1 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Mastercard Inc | 0.7 | ||
| Lilly Eli & Co | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 3.7 |
| (b) Individuals (high net worth individuals) | 21 | 94.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 33.2 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 131.0 |
| By Discretionary | ||
| Discretionary | 121 | 131.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 121 | 131.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736535] |
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