0001615072-24-000003.txt : 20240320
0001615072-24-000003.hdr.sgml : 20240320
20240320075834
ACCESSION NUMBER: 0001615072-24-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: COLEMAN,BAILEY,JOSEPHINE,
FILED AS OF DATE: 20240319
DATE AS OF CHANGE: 20240320
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sperry Capital, Inc.
CENTRAL INDEX KEY: 0001615072
ORGANIZATION NAME:
IRS NUMBER: 943222765
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02893
FILM NUMBER: 24766315
BUSINESS ADDRESS:
STREET 1: 591 REDWOOD HWY FRONTAGE RD
STREET 2: SUITE 3260
CITY: MILL VALLEY
STATE: CA
ZIP: 94941
BUSINESS PHONE: 4153399201
MAIL ADDRESS:
STREET 1: 591 REDWOOD HWY FRONTAGE RD
STREET 2: SUITE 3260
CITY: MILL VALLEY
STATE: CA
ZIP: 94941
FORMER COMPANY:
FORMER CONFORMED NAME: Sperry Capital Inc.
DATE OF NAME CHANGE: 20140728
MA-I/A
1
primary_doc.xml
MA-I/A
0001615072
XXXXXXXX
Terrence Bryant Jenkins
6509965075
bjenkins@sperrycapital.com
bjenkins@sperrycapital.com
lamini@sperrycapital.com
compliance@sperrycapital.com
bcoleman@sperrycapital.com
N
0001615072-23-000002
N
Bailey
Josephine
Coleman
N
1
0001615072
Sperry Capital Inc.
07-06-2021
N
867-00555
LOCATED
SUPERVISED
07-06-2021
591 REDWOOD HWY FRONTAGE RD
SUITE 3260
MILL VALLEY
CA
94941
01-2023
SPERRY CAPITAL INC.
MILL VALLEY
CA
94941
Y
Y
SENIOR ASSOCIATE
07-2021
12-2022
Sperry Capital, Inc.
Sausalito
CA
94965
Y
N
ASSOCIATE
01-2021
05-2021
NORTHEASTERN UNIVERSITY
BOSTON
MA
02115
N
N
STUDENT
07-2020
12-2020
SPERRY CAPITAL INC.
Sausalito
CA
94965
Y
Y
ANALYST/CO-OP INTERN (ONLY PERFORMED PROJECT SUPPORT ACTIVITIES)
01-2020
05-2020
NORTHEASTERN UNIVERSITY
BOSTON
MA
02115
N
N
STUDENT
07-2019
12-2019
JEFFRIES
NEW YORK
NY
10022
N
Y
EQUITY SALES SUPPORT
01-2019
05-2019
NORTHEASTERN UNIVERSITY
BOSTON
MA
02115
N
N
STUDENT
07-2018
12-2018
WELLINGTON MANAGEMENT
BOSTON
MA
02210
N
Y
PORTFOLIO SERVICES SUPPORT
09-2016
05-2018
NORTHEASTERN UNIVERSITY
BOSTON
MA
02115
N
N
STUDENT
09-2015
06-2016
THE BAY SCHOOL OF SAN FRANCISCO
SAN FRANCISCO
CA
94129
N
N
HIGH SCHOOL STUDENT
01-2016
05-2016
BANANA REPUBLIC
CORTE MADERA
CA
94925
N
N
SALES ASSOCIATE
09-2012
05-2016
CASCADE MELODY SCHOOL OF MUSIC
TIBURON
CA
94920
N
N
PIANO TEACHER
09-2014
06-2015
REDWOOD HIGH SCHOOL
LARKSPUR
CA
94939
N
N
HIGH SCHOOL STUDENT
09-2012
06-2014
THE BAY SCHOOL OF SAN FRANCISCO
SAN FRANCISCO
CA
94129
N
N
HIGH SCHOOL STUDENT
09-2003
06-2012
MT TAMALPAIS SCHOOL
MILL VALLEY
CA
94941
N
N
ELEMENTARY SCHOOL STUDENT
Y
03-2024
WOMEN IN PUBLIC FINANCE - NORTHERN CALIFORNIA CHAPTER
N/A
SAN FRANCISCO
CA
94111
N
N
PROFESSIONAL ORGANIZATION
BOARD MEMBER
2
SERVE ON BOARD OF TRUSTEES
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-19-2024
TERRENCE BRYANT JENKINS
Managing Principal and Chief Compliance Officer