CARL P. SHERR & CO., LLC
SEC file number 801-66673
· WORCESTER, MA
https://carlpsherr.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$392.6M
Discretionary AUM
$368.9M
Employees
5
Clients
21
Firm
- Address
- 446 MAIN STREET
WORCESTER, MA 01608 - Phone
- —
- Website
- https://carlpsherr.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Carleton-MR South Pointe Partners III, LP Low name-match confidence · CIK 2114049 · TX
- Carlin Gold Corp Low name-match confidence · CIK 1342325 · A1
- Carlisle Distribution Center I LLC Low name-match confidence · CIK 2106522 · CA
- Carlisle Venture Fund LLC Low name-match confidence · CIK 2123908 · TN
- Carl Marks Strategic Opportunities Fund IV, L.P. Low name-match confidence · CIK 2021388 · NY
- CARLSMED, INC. Low name-match confidence · CIK 1794546 · CA
- Carlton at Greenbrier DST Low name-match confidence · CIK 2156300 · VA
- Carlton Ford LLC Low name-match confidence · CIK 2099862 · GA
- Carlyle Acquisition, LLC Low name-match confidence · CIK 1978338 · SC
- Carlyle ARE Partners III, L.P. Low name-match confidence · CIK 2129759 · DC
- Carlyle ARE Partners II, L.P. Low name-match confidence · CIK 2118558 · DC
- Carlyle ARE Partners, L.P. Low name-match confidence · CIK 2104222 · DC
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Carlin Gold Corp · D · Oct 8, 2026$2.2M
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Carlton at Greenbrier DST · D · Sep 24, 2026$28.3M
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Carlyle ARE Partners III, L.P. · D · May 7, 2026
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Carlin Gold Corp · D · May 1, 2026$198.2K
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Carlisle Venture Fund LLC · D · Mar 24, 2026$3M
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Carlyle Acquisition, LLC · D · Mar 24, 2026$6.8M
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Carleton-MR South Pointe Partners III, LP · D · Mar 17, 2026$27M
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Carlyle ARE Partners II, L.P. · D · Mar 17, 2026
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Carlyle ARE Partners, L.P. · D · Feb 2, 2026
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Carlisle Distribution Center I LLC · D · Jan 30, 2026$125K
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Carlton Ford LLC · D · Dec 11, 2025$1.3M
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Carlyle Acquisition, LLC · D · Jul 16, 2025$5.5M
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Carl Marks Strategic Opportunities Fund IV, L.P. · D · Jun 27, 2025
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CARLSMED, INC. · D · Feb 7, 2025$64.5M