Sheridan Production Partners Manager III, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 310572
- Registered since
- October 14, 2020
- Website
- www.sheridanproduction.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sheridan Production Partners Manager III, LLC is an SEC-registered institutional registered investment adviser formed in 2020 and organized as a limited liability company. The firm serves an institutional client base and operates primarily as a manager of pooled investment vehicles. Ownership is recorded as a domestic entity/individual structure. The firm provides portfolio management for pooled funds and also appears as sponsor, general partner, or managing member of those vehicles, indicating an operational role beyond passive allocation. Its fee model combines a percentage-of-AUM schedule with performance-based fees consistent with fund-style management. Sheridan Production Partners Manager III does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
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
Owners & executives
1 of 1Frank Belveal
President, CEOCRD 7795242
Contacts
3 of 7
Lisa Stewart
Founder and Executive ChairmanCRD 6021179

John Yearwood
DirectorCRD 6021368

Matthew Heintz
Vice PresidentCRD 7246959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1360 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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