SHERIDAN CAPITAL MANAGEMENT, LLC

6 Mt. Tenaya Court
San Rafael, California 94903
Tel: 415-694-2076

About SHERIDAN CAPITAL MANAGEMENT, LLC

SHERIDAN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SHERIDAN CAPITAL MANAGEMENT, LLC. The firm was established in 03/18/2011. They have over 1 offices throughout the country.

SHERIDAN CAPITAL MANAGEMENT, LLC is a San Rafael, California based Financial Planning firm with nearly $167,370,536 assets under management, offering retirement planning & investment advisory services to 238 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156705
SEC#	801-72189
Assets Managed by Firm	$167,370,536
No. of Clients	238
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	238	$167,370,536
Individuals (other than high net worth individuals)	38	$24,000,536
High net worth individuals	68	$143,370,000

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