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Scherrer Financial Services
SCHERRER FINANCIAL SERVICES is an SEC-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...
Scherrer Financial Services
SCHERRER FINANCIAL SERVICES is an SEC-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Year founded
1989
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Principals
Richard J. Scherrer
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Scherrer Financial Services?
Richard J. Scherrer, the founder and president, is the sole decision-maker. The firm operates as a single-family office with no external investment committee or minority partners involved in underwriting. All capital deployed is family principal.
Does Scherrer Financial Services take outside capital or investors?
No. There is no public evidence that Scherrer Financial Services manages third-party capital or operates any pooled vehicles. It functions as an own-book lender, deploying the Scherrer family's permanent capital.
What does Scherrer Financial Services invest in?
The office concentrates on direct private credit and real estate lending. Typical transactions include bridge loans, construction financing, and structured debt for middle-market borrowers in Florida and the broader Southeast. It does not operate as a diversified multi-asset allocator.
Where does the underlying wealth come from?
The wealth originated from property and casualty insurance. Richard Scherrer founded and later sold an insurance group in 1989, and the family office was formed to reinvest the proceeds directly rather than cede discretion to third-party asset managers.
Does Scherrer Financial Services make fund commitments or invest alongside other families?
The firm's known posture favors direct origination. There are no public records of LP commitments to outside private equity, venture capital, or real estate funds. The office prefers to underwrite and hold its own positions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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