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SHERIDAN CAPITAL MANAGEMENT, LLC

CRD 156705 · SEC 801-72189

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$217.2M

Discretionary AUM

$217.2M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals61$38.9M
High net worth individuals55$178.3M

States served

CA, LA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD