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Scherrer Financial Services
SCHERRER FINANCIAL SERVICES is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
SCHERRER FINANCIAL SERVICES is a state-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
RIA
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
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.
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.
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