# Carl P. Sherr & Co.

Carl P. Sherr & Co. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/carlpsherr

## Regulatory record

- **CRD number:** 3394
- **SEC file number:** 801-66673
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/3394

## About

CARL P. SHERR & CO., LLC is an SEC-registered investment adviser in Worcester, MA, registered since 2006. The firm manages $505 million in assets, with $489 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## People

- Carl P. Sherr — Principal

## Questions

### Does Carl P. Sherr & Co. disclose any investment holdings or strategy?

No. The firm has made no public disclosures regarding asset allocation, sector preferences, geographic focus, portfolio holdings, or investment strategy. This level of opacity is uncommon even among private family offices, most of which provide at least a descriptive overview of their investment mandate.

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Last updated: 2026-07-06T01:24:13.527Z

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