0001615072-24-000004.txt : 20240522
0001615072-24-000004.hdr.sgml : 20240522
20240522085714
ACCESSION NUMBER: 0001615072-24-000004
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: GONZALEZ,ILEANA,NMN,
FILED AS OF DATE: 20240521
DATE AS OF CHANGE: 20240522
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02893
FILM NUMBER: 24971725
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
1
primary_doc.xml
MA-I
0001615072
XXXXXXXX
Terrence Bryant Jenkins
6509965075
bjenkins@sperrycapital.com
bjenkins@sperrycapital.com
lamini@sperrycapital.com
compliance@sperrycapital.com
igonzalez@sperrycapital.com
N
N
Ileana
NMN
Gonzalez
7810407
N
1
0001615072
Sperry Capital, Inc.
03-18-2024
N
867-00555
LOCATED
SUPERVISED
03-18-2024
225 Arizona Avenue
Suite 400
Santa Monica
CA
90401
Lily
NMN
Gonzalez
03-2024
Sperry Capital Inc.
MILL VALLEY
CA
94941
Y
N
ASSOCIATE
11-2023
03-2024
CHARTER COLLEGE
OXNARD
CA
93036
N
N
RECEPTIONIST
08-2023
11-2023
JP MORGAN CHASE
NEW YORK
NY
10179
N
Y
ANALYST
07-2022
08-2023
PRICEWATERHOUSE COOPERS LLP
LOS ANGELES
CA
90017
N
N
ASSOCIATE
08-2021
05-2022
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
LAB ASSISTANT
08-2021
05-2022
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
STUDENT
06-2021
08-2021
PRICEWATERHOUSE COOPERS LLP
CHICAGO
IL
60606
N
N
INTERN
08-2020
05-2021
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
STUDENT
08-2020
05-2021
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
LAB ASSISTANT
08-2019
05-2020
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
LAB ASSISTANT
08-2019
05-2020
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
STUDENT
08-2018
05-2019
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
LAB ASSISTANT
08-2018
05-2019
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
STUDENT
08-2017
05-2018
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
UNDERGRADUATE STUDENT
08-2013
06-2017
OXNARD HIGH SCHOOL
OXNARD
CA
93036
N
N
HIGH SCHOOL STUDENT
Y
03-2024
LATINOS IN FINANCE
333 MARKET ST
SAN FRANCISCO
CA
94103
N
N
NONPROFIT ADVANCING LATINOS
MENTEE
2
RECEIVING ADVICE FROM MENTOR
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
05-21-2024
TERRENCE BRYANT JENKINS
Managing Principal and Chief Compliance Officer