Sheridan Capital Partners
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Learn more about Sheridan Capital Partners
Overview
Sheridan Capital Partners is a financial advisory firm that has its headquarters in Chicago, Illinois. Sheridan Capital Partners oversees $1.0 billion in total assets across five accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 10 financial advisors. Sheridan Capital Partners does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as options, stocks and bonds.
Sheridan Capital Partners manages some of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions for the client's account without needing the client's authorization. The company also administers four non-discretionary accounts with a total of $31.1 million in AUM. The company's average account size is $200.6 million. The average advisor at Sheridan Capital Partners oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Sheridan Capital Partners's headquarters is at 400 North Michigan Avenue, Chicago, Illinois 60611. The company is legally allowed to serve investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sheridan Capital Partners by the Numbers
$1.0 billion
15
5
$200.6 million
Fee Structure
Financial advisory fees largely depend on the financial services offered. However, fees billed by the firm likely include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Sheridan Capital Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sheridan Capital Partners caters to pooled investment vehicles. Out of its five clients, Sheridan Capital Partners's largest client is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sheridan Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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