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Building 2SHERIDAN CAPITAL MANAGEMENT, LLC

Map pin
Phone415-694-2076
NotebookSEC #801-72189
Total AUM
$217.2M
Employees
1
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
415-694-2076

ReceiptFinancials

Total AUM
$217.2M
Accounts
275
Discretionary
$217.2M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$38.9M
HNW Individual Clients
55
AUM
$178.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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