AUMdb

Sherborne Investors Management Lp

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 160178 · SEC file 801-73681 · New York, NY · WWW.SHERBORNEINVESTORS.COM
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$522M
Discretionary
$522M
Clients
4
Avg AUM / client
$131M
Accounts
4
Employees
4

AUM over time

$190M $2.5B
Feb 14, 2012 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $522M 100.0%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $732M combined gross assets

FundTypeDomicileGross assetsOwners
Newbury Investors Llc Other Private Fund Delaware $731M 2
Sigc Llc Other Private Fund Delaware $1.6M 3
Whistle Investors (Guernsey) Lp Incorporated Other Private Fund Guernsey $82.1K 3

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Bramson, Edward, John Portfolio Manager May 2006 (20y) 50% – 75%
Welker, Stephen, L Director Of Research Jan 2010 (17y) 25% – 50%
Perl, Steven, Jay Chief Compliance Officer Dec 2018 (8y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Sherborne Investors Management Gp, Llc General Partner Of Registrant May 2006 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $732M gross assets)

FundTypeGross assetsMin. investmentOwners
Newbury Investors Llc Other Private Fund $731M $0 2
Sigc Llc Other Private Fund $1.6M $0 3
Whistle Investors (Guernsey) Lp Incorporated Other Private Fund $82.1K $0 3

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.87 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗