Sherwood Forest Capital Management, LLC (Charlottesville)

Sherwood Forest Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sherwood Forest Capital Management: assets under management

The assets under management (AUM) of Sherwood Forest Capital Management, LLC is $12.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sherwood Forest Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlottesville

The principal office where Sherwood Forest Capital Management, LLC performs its advisory services is located at 1649 Brandywine Drive, Charlottesville, VA 22901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-503-0094. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.sherwoodforestcapital.com.

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