SHD MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 170651
- Registered since
- March 20, 2015
- Website
- shdpartners.com
Firm profile
FINTRXOverview
SHD Management, LLC is a limited liability company that registered with the SEC in 2015 and operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles. The firm is structured around private fund management rather than traditional advisory relationships: it reports an owner-type of “individual” and is not classified as a multi-state adviser, an ESG investor, or a capital allocator in the FINTRX snapshot. Its regulatory profile is minimal and its activities center on operating and managing pooled investment vehicles rather than delivering retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Andrew Offer
CEO and PartnerCRD 7240669
Contacts
2 of 2PHILIP ROMANO
Co-Founder and General PartnerCRD 6304461
JAY FITTS
Co-Founder and General PartnerCRD 6304457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 8144 Walnut Hill Ln
- Time zone
- CT (UTC-6)
- Office locations
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