Updated:

Sherman, Young & Leavitt

SHERMAN, YOUNG & LEAVITT, LLC is a state-registered investment adviser in OREGON CITY, OR. The firm manages approximately $77 million in regulatory assets.

Sherman, Young & Leavitt

SHERMAN, YOUNG & LEAVITT, LLC is a state-registered investment adviser in OREGON CITY, OR. The firm manages approximately $77 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What is known about the firm's investment strategy or asset base?

Nothing is known. No AUM, portfolio holdings, Form ADV filings, or deal announcements have surfaced that are attributable to this entity. Without a current operational footprint, it is not possible to describe a strategy or deployment pattern.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles