SHERWOOD INVESTMENTS

SHERWOOD INVESTMENTS is an SEC-registered investment adviser (CRD 113622). Regulatory assets under management: $84.0M.

Registration

• CRD: 113622
• SEC file number: 801-60372
• Type: Registered investment adviser
• Phone: 425-898-8989
• Latest filing: 2026-06-05
• Regulatory AUM: $84.0M
• Discretionary AUM: $84.0M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 113622 on SEC IAPD (source of record)
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