SHERIDAN CAPITAL PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$239M
Accounts
6
Employees
30
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
299035
Registered since
December 14, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sheridan Capital Partners is structured as a limited partnership and operates primarily as a private equity sponsor and manager. The firm is SEC-registered (since 2018) and serves institutional clients by managing pooled investment vehicles. Its activities center on sourcing, sponsoring and acting as general partner or managing member for private equity funds rather than offering retail advisory services. Fee arrangements combine a percentage-of-assets model with performance-based fees tied to fund results. Sheridan does not list itself as an active ESG investor and appears focused on conventional private equity fund management rather than multi-state advisory or pension consulting roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JESSICA MORRIS

    Partner & Chief Financial OfficerCRD 5660998

Contacts

2 of 2
  • JONATHAN LEWIS

    PartnerCRD 4439595

  • SEAN DEMPSEY

    Co-Founder and Managing PartnerCRD 4688573

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
400 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth