SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC

RIASEC RegisteredEst. 2020
Total AUM
$650M
Discretionary
$650M
100% of AUM
Avg account
$217M
Accounts
3
Employees
20
Advisory reps
8

Firm details

Headquarters
HOUSTON, Texas
CRD number
310572
Registered since
October 14, 2020
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 Production Partners Manager III, LLC is a limited liability company that manages pooled investment vehicles for institutional investors. The firm operates as sponsor, general partner and managing member of those vehicles, indicating it sources, structures and runs concentrated, manager-led funds rather than acting primarily as an external allocator. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with active management and carry structures used in private funds. Sheridan Production Partners Manager III is not positioned as an ESG investor and reports a narrow, institutional client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • FRANK BELVEAL

    President, CEOCRD 7795242

Contacts

3 of 7
  • LISA STEWART

    Founder and Executive ChairmanCRD 6021179

  • JOHN YEARWOOD

    DirectorCRD 6021368

  • MATTHEW HEINTZ

    Vice PresidentCRD 7246959

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1360 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth