RIA Intel›Advisers›California›SHERIDAN CAPITAL MANAGEMENT, LLC

SHERIDAN CAPITAL MANAGEMENT, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$217M
1-Year AUM Growth
+10.0%
3-Year CAGR
-3.7%
Employees
1
Assets Under Management
Total AUM$217M
Discretionary AUM$217M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients113
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingFeb 18, 2011
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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