0001615072-25-000001.txt : 20250106 0001615072-25-000001.hdr.sgml : 20250106 20250106075002 ACCESSION NUMBER: 0001615072-25-000001 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: COLEMAN,BAILEY,JOSEPHINE, FILED AS OF DATE: 20250103 DATE AS OF CHANGE: 20250106 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: 25509069 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 0001615072-24-000005 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 01-2025 SPERRY CAPITAL INC. MILL VALLEY CA 94941 Y Y VICE PRESIDENT 01-2023 12-2024 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 & CO-SECRETARY 5 SERVE ON BOARD OF TRUSTEES; ACT AS CO-SECRETARY 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 01-03-2025 TERRENCE BRYANT JENKINS Managing Principal and Chief Compliance Officer