Sheridan Production Partners Manager Iii, LLC
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Learn more about Sheridan Production Partners Manager Iii, LLC
Overview
Sheridan Production Partners Manager Iii, LLC operates as a financial advisor company that has its headquarters in Houston, Texas. The firm has $860.0 million in assets under management throughout 20 accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 5 financial advisors. Sheridan Production Partners Manager Iii, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, options and stocks.
Sheridan Production Partners Manager Iii, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without needing client permission. The advisory firm supervises about $43.0 million in assets for each client account. The typical advisor at Sheridan Production Partners Manager Iii, LLC administers around four client accounts, making it one of the most individualized advisor firms in the country.
The firm's main office is located at 1360 Post Oak Boulevard, Houston, Texas 77056.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sheridan Production Partners Manager Iii, LLC by the Numbers
$860.0 million
25
20
$43.0 million
Fee Structure
Fees charged by financial advisors typically vary depending on the services provided. Fees billed by the firm most likely include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 20 customers, Sheridan Production Partners Manager Iii, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- 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 Production Partners Manager Iii, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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