Sheridan Production Partners Manager III, LLC

RIASEC Registered
Total AUM
$650M
Discretionary
$650M
100% of AUM
Avg account
$217M
Accounts
3
Employees
20
Advisory reps
8

Firm details

Headquarters
Houston, Texas
CRD number
310572
Registered since
October 14, 2020
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 Production Partners Manager III, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (2020) and focuses on providing portfolio management for pooled investment vehicles. Its clients are institutional in nature and the firm serves as sponsor, general partner, and managing member of pooled vehicles rather than acting as a broad capital allocator. Fee arrangements combine a percentage-of-assets management fee with performance-based fees, consistent with active management of closed-end or private funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1885 Saint James Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth