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 an SEC-registered institutional registered investment adviser formed in 2020 and organized as a limited liability company. The firm serves an institutional client base and operates primarily as a manager of pooled investment vehicles. Ownership is recorded as a domestic entity/individual structure. The firm provides portfolio management for pooled funds and also appears as sponsor, general partner, or managing member of those vehicles, indicating an operational role beyond passive allocation. Its fee model combines a percentage-of-AUM schedule with performance-based fees consistent with fund-style management. Sheridan Production Partners Manager III does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

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
  • Frank Belveal

    Frank Belveal

    President, CEOCRD 7795242

Contacts

3 of 7
  • Lisa Stewart

    Lisa Stewart

    Founder and Executive ChairmanCRD 6021179

  • John Yearwood

    John Yearwood

    DirectorCRD 6021368

  • Matthew Heintz

    Matthew Heintz

    Vice PresidentCRD 7246959

Unlock 4 more contacts

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth