Sherbrooke Park Advisers LLC
Sherbrooke Park Advisers LLC is an SEC-registered investment advisory firm headquartered in White Plains, New York. Founded in 2022 by Dr. Kun Gao, the firm specializes in portfolio management for pooled investment vehicles, primarily serving corporations. With five employees, including four in investment advisory roles, Sherbrooke Park Advisers manages hundreds of millions in assets for a small number of institutional clients.
Investment Strategy
Sherbrooke Park Advisers LLC offers portfolio management services exclusively for pooled investment vehicles, primarily discretionary accounts. The firm charges both asset-based and performance-based fees, focusing on providing tailored investment solutions to institutional and corporate clients. Their investment approach centers on managing privately placed, unregistered pooled vehicles, seeking capital appreciation aligned with client objectives.
Top Holdings
Equity Positions (496)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADP | AUTOMATIC DATA PROCESSING IN | 1.03% | $2.4M | 7,661 | $304.43 | $308.40 | +$1.2M |
C CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.90% | $2.1M | 26,567 | $77.32 | $78.03 | +$1.1M |
U USFD | US FOODS HLDG CORP | 0.70% | $1.6M | 21,006 | $70.33 | $77.01 | +$1.2M |
F FOXA | FOX CORP | 0.67% | $1.5M | 27,359 | $51.42 | $56.04 | +$944.9K |
M MAS | MASCO CORP | 0.66% | $1.5M | 23,710 | $69.91 | $64.36 | +$176.3K |