BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.
Adviser information for BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $370.3M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $370.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $370.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73994 |
|---|---|
| SEC ERA File Number | 801-73994 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156881 |
| Legal Entity Identifier | None |
Principal Office
126 EAST 56TH ST.NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-521-3700, Fax: 212-521-3799
Websites
Chief Compliance Officer
AFUA WILSON
126 EAST 56TH STREET
NEW YORK
NY
United States
Tel:
212-521-3700
Fax:
212-521-3799
A******@******M
(Full email address available in API data)
Regulatory Contact
CAROLYN WARNER
DIRECTOR OF INVESTOR RELATION
126 EAST 56TH STREET
NEW YORK
NY
United States
Tel:
212-521-3705
Fax:
212-521-3799
C*@******M
(Full email address available in API data)
Industry Affiliates
| BRS COINVESTOR GP III, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BRS COINVESTOR GP IV, L.L.C | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BRS GP III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BRS GP IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BRS MANAGEMENT III, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BRS MANAGEMENT IV, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BRS & CO. IV, L.P. | Private Equity Fund | $133.4M | $1.0M | 38 |
| BRS COINVESTOR III, L.P. | Private Equity Fund | $43.1M | $0.0M | 3 |
| BRS COINVESTOR IV L.P. | Private Equity Fund | $57.0M | $0.0M | 11 |
| BRUCKMANN, ROSSER, SHERRILL & CO. III, L.P. | Private Equity Fund | $139.6M | $1.0M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRUCKMANN, ROSSER, SHERRILL & CO., L.L.C. | Domestic Entity | – | GENERAL PARTNER | 08/2007 | < 5% |
| BRUCKMANN, BRUCE, C | Individual | – | MANAGING PARTNER | 08/2007 | 25-50% |
| SHERRILL, STEPHEN, C | Individual | – | MANAGING PARTNER | 08/2007 | 25-50% |
| BALDWIN, THOMAS, J | Individual | – | MANAGING PARTNER | 08/2007 | 25-50% |
| BRUCKMANN, BRUCE, C | Individual | BRUCKMANN, ROSSER, SHERRILL & CO., L.L.C. | MANAGING PARTNER | 04/1999 | 25-50% |
| SHERRILL, STEPHEN, C | Individual | BRUCKMANN, ROSSER, SHERRILL & CO., L.L.C. | MANAGING PARTNER | 04/1999 | 25-50% |
| BALDWIN, THOMAS, J | Individual | BRUCKMANN, ROSSER, SHERRILL & CO., L.L.C. | MANAGING PARTNER | 04/1999 | |
| WILSON, AFUA | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2020 | < 5% |