Sheridan Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156705
- Registered since
- March 18, 2011
- Website
- www.linkedin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.09%
- Individuals17.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sheridan Capital Management, LLC is an independent, SEC-registered advisory firm (registered in 2011) that serves individual and family clients. The firm is structured as an LLC with individual ownership and focuses on portfolio management for individuals and small businesses. Its billing model is a percentage of assets under management. Sheridan does not present itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Conor Sheridan
Chief Executive OfficerCRD 2377368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$210M in ETFs
70%
$147M
28%
$63.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $36.3M | 292,185 | 17.27% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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