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FORT SHERIDAN ADVISORS LLC
CRD 151139 · SEC 801-70517
600 CENTRAL AVENUE, SUITE 365, HIGHLAND PARK, IL, 60035, United States
Phone
847-559-9700
Fax
847-926-3160
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.02B
Team
10 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $88.7M |
| High net worth individuals | 171 | $873.4M |
States served
CA, IL, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD