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Sheridan Capital Management, LLC
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Overview Share
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San Francisco, California
$170.5 million AUM
1 office

Sheridan Capital Management, LLC is based in San Francisco, California and has $170.5 million in assets under management.

Location
201 Mission St, Suite 1200
San Francisco, CA 94105
$170.5 million
AUM
1
Employees
AUM Share
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$170,496,415
Assets under management
224 clients
Number of clients
Average investment size is $761,145
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 22 $10,288,165 6% $467,644
High net worth individuals 81 $160,208,250 94% $1,977,880
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$170,496,415
Assets under management
$170,496,415
AUM per employee
$170,496,415
AUM per investment analyst
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Compensation

Sheridan Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Sheridan Capital Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 156,705
SEC number 801-72189
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 15, 2020

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