Sheridan Capital Management, LLC
Sheridan Capital Management, LLC is an SEC-registered wealth manager in San Rafael, CA with $217.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Sheridan Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156705, SEC 801-72189, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $217.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 1
- Clients
- 116
- CRD
- 156705
- Ownership
- SHERIDAN, CONOR, MICHAEL
How much AUM does Sheridan Capital Management, LLC have?
Sheridan Capital Management, LLC reported $217.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Sheridan Capital Management, LLC?
Disclosed owners and executives of Sheridan Capital Management, LLC include SHERIDAN, CONOR, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.