# Bruckmann, Rosser, Sherrill & Co., Management, L.P.

> Bruckmann, Rosser, Sherrill & Co., Management, L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 156881
- Filed as: BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156881
- AdvisorCensus page: https://advisorcensus.com/firm/bruckmann-rosser-sherrill-and-co-management-l-p-new-york-ny-156881

## Quick answers

**How is Bruckmann, Rosser, Sherrill & Co., Management, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Bruckmann, Rosser, Sherrill & Co., Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Bruckmann, Rosser, Sherrill & Co., Management, L.P. located?**
Bruckmann, Rosser, Sherrill & Co., Management, L.P.'s principal office is in New York, NY, according to its Form ADV.

**Is Bruckmann, Rosser, Sherrill & Co., Management, L.P. registered with the SEC or a state?**
Bruckmann, Rosser, Sherrill & Co., Management, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156881.

**How much does Bruckmann, Rosser, Sherrill & Co., Management, L.P. manage?**
Bruckmann, Rosser, Sherrill & Co., Management, L.P. reports $118,691,423 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Bruckmann, Rosser, Sherrill & Co., Management, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Bruckmann, Rosser, Sherrill & Co., Management, L.P.: Regulatory assets under management: $625,363,000 in the October 2021 data and $118,691,423 in the October 2026 data, down 81%. Total employees: 10 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bruckmann, Rosser, Sherrill & Co., Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Bruckmann, Rosser, Sherrill & Co., Management, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156881

**Does Bruckmann, Rosser, Sherrill & Co., Management, L.P. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Funds generally had a minimum investment amount of $1 million, although the General Partners accepted smaller participations."

**What changed in Bruckmann, Rosser, Sherrill & Co., Management, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $423,399,859 to $118,691,423 (-72%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000

> The Funds generally had a minimum investment amount of $1 million, although the General Partners accepted smaller participations.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $118,691,423
- Discretionary: $118,691,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $118,691,423 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [brs.com](https://brs.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $625,363,000 | 10 | March 30, 2021 |
| October 2022 | $410,445,000 | 14 | March 30, 2022 |
| October 2023 | $366,603,845 | 15 | March 30, 2023 |
| October 2024 | $370,275,683 | 13 | March 29, 2024 |
| October 2025 | $423,399,859 | 11 | March 31, 2025 |
| October 2026 | $118,691,423 | 7 | March 31, 2026 |

Regulatory assets under management: $625,363,000 in the October 2021 data and $118,691,423 in the October 2026 data, down 81%.
Total employees: 10 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $423,399,859 to $118,691,423 (-72%).

### March 2026
- Employees performing advisory functions went from 9 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruckmann, Rosser, Sherrill & Co., Management, L.P. (CRD 156881): Form ADV filing data as of October 2026.