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Sherman Capital Holdings
Sherman Capital Holdings is an SEC-registered investment adviser in New York, NY, registered since 2026. It advises clients on investment strategies.
Sherman Capital Holdings
Sherman Capital Holdings is an SEC-registered investment adviser in New York, NY, registered since 2026. It advises clients on investment strategies. The firm is based in New York.
General information
Firm type
Private Equity
Year founded
2024
Location
Region
North America
Country
United States
City
New York
Corporate office
Baltimore, MD, United States
Principals
Christopher Sherman
CFP
Damon Bremer
Frequently asked questions
How does the firm’s private-equity strategy coexist with its retail financial-planning business?
Public materials show the private-equity arm labeled for buyout investments while Sherman Financial offers hourly planning with no minimums. The firm has not published a governance document, ADV, or partnership agreement explaining how deal sourcing, firm capital, or LP commitments are separated from the retail fiduciary duties.
Who runs investment decisions at Sherman Capital Holdings?
The website names Christopher Sherman, a CFP, and Damon Bremer as the points of contact. No chief investment officer or dedicated deal-team lead has been identified for the buyout strategy, and the firm has not published an organizational chart or investment committee roster.
Does the firm participate in fund commitments or only direct deals?
The available materials describe a buyout strategy, implying direct control investments, but there is no explicit statement on whether the firm also acts as a limited partner in other funds. The absence of a deployment figure or fund-family structure leaves the commitment model unspecified.
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