Sheridan Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156705
- Registered since
- March 18, 2011
- Website
- www.linkedin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.09%
- Individuals17.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sheridan Capital Management, LLC is an SEC‑registered advisory firm organized as an LLC and operating since 2011. The firm is owned by an individual and focuses on fee‑based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Sheridan does not position itself as an active ESG investor, is not a capital allocator running proprietary funds, and is not identified as a multi‑state or pension consultant adviser. Its advisory activity is centered on discretionary portfolio management rather than wholesale fund sponsorship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Conor Sheridan
Chief Executive OfficerCRD 2377368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$192M in ETFs
69%
$132M
29%
$60.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $34.1M | 1,301,720 | 17.76% |
Location
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Location
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Headquartered in , null.
- Office locations
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