0001615072-25-000004.txt : 20250703
0001615072-25-000004.hdr.sgml : 20250703
20250703100944
ACCESSION NUMBER: 0001615072-25-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: JENKINS,TERRENCE,BRYANT,
FILED AS OF DATE: 20250702
DATE AS OF CHANGE: 20250703
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sperry Capital, Inc.
CENTRAL INDEX KEY: 0001615072
ORGANIZATION NAME:
EIN: 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: 251104051
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
N
0001615072-25-000003
N
Terrence
Bryant
Jenkins
N
1
0001615072
Sperry Capital, Inc.
08-09-2011
N
867-00555
LOCATED
SUPERVISED
08-09-2011
591 REDWOOD HWY FRONTAGE RD
Suite 3260
MILL VALLEY
CA
94941
Bryant
(NONE)
Jenkins
08-2011
SPERRY CAPITAL INC.
MILL VALLEY
CA
94941
Y
Y
Managing Principal
02-2012
12-2012
Mercury Securities
San Rafael
CA
94901
N
Y
Advisor
Y
07-2018
CHINESE AMERICAN INTERNATIONAL SCHOOL
150 OAK STREET
SAN FRANCISCO
CA
94965
N
N
PRE-K - 8 SCHOOL
MEMBER OF BOARD OF TRUSTEES
5
BOARD OF TRUSTEES MEMBER
09-2020
CATALYST HOUSING GROUP
21 WARD STREET
SUITE 2
LARKSPUR
CA
94939
N
Y
REAL ESTATE DEVELOPMENT AND INNOVATION
ADVISORY BOARD MEMBER
1
ADVISORY BOARD MEMBER
11-2022
SPERRY ACQUISITION INC.
591 REDWOOD HWY FRONTAGE RD
SUITE 3260
MILL VALLEY
CA
94941
N
N
Holding company
Chief Executive Officer
2
CEO
02-2023
SAUSALITO MARIN CITY SCHOOL DISTRICT
200 Phillips Drive
Marin City
CA
94965
N
N
PREK-8 Public School Elementary School District
Bond Oversight Committee Member
1
At-Large Member of Measure P Mandated Bond Oversight Committee
01-2025
SAN FRANCISCO ZEN CENTER
300 PAGE ST
SAN FRANCISCO
CA
94102
N
N
RELIGIOUS NONPROFIT
MEMBER OF INVESTMENT COMMITTEE
2
REVIEW INVESTMENT PORTFOLIO AND CONSIDER MARKET TRENDS
07-2025
THE BRANSON SCHOOL
39 FERNHILL RD
ROSS
CA
94957
N
N
501(C)(3) EDUCATIONAL INSTITUTION FOR GRADES 9-12
TRUSTEE
2
SERVE ON THE BOARD OF TRUSTEES; STRATEGIC OVERSIGHT AND GOVERNANCE
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
07-02-2025
TERRENCE BRYANT JENKINS
CEO AND CHIEF COMPLIANCE OFFICER