Sheridan Capital Partners

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$239M
Accounts
6
Employees
30
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
299035
Registered since
December 14, 2018
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 Capital Partners is organized as a limited partnership and operates as a private equity fund manager. The adviser registered with the SEC in 2018 and focuses on pooled investment vehicles, serving primarily institutional investors. The firm functions as sponsor, general partner and managing member of its vehicles and provides portfolio management for those pooled funds. Compensation follows a mix of percentage-of-assets and performance-based fees. Sheridan does not present itself as an active ESG investor and is not identified as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Jessica Morris

    Jessica Morris

    Partner & Chief Financial OfficerCRD 5660998

Contacts

2 of 2
  • Jonathan Lewis

    Jonathan Lewis

    PartnerCRD 4439595

  • Sean Dempsey

    Sean Dempsey

    Co-Founder and Managing PartnerCRD 4688573

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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
35 E Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth