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SHERIDAN CAPITAL MANAGEMENT, LLC
CRD 156705 · SEC 801-72189
CA, United States
Phone
415-694-2076
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.2M
Discretionary AUM
$217.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $38.9M |
| High net worth individuals | 55 | $178.3M |
States served
CA, LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD