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SHERIDAN CAPITAL PARTNERS

400 North Michigan Avenue
Suite 800
Chicago, Illinois 60611
Tel: (312) 548-7064

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About SHERIDAN CAPITAL PARTNERS

SHERIDAN CAPITAL PARTNERS, formally registered with the SEC as SHERIDAN CAPITAL PARTNERS. The firm was established in 12/14/2018. They have over 1 offices throughout the country.

SHERIDAN CAPITAL PARTNERS is a Chicago, Illinois based Financial Planning firm with nearly $1,045,061,045 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299035
SEC#801-114431
Assets Managed by Firm$1,045,061,045
No. of Clients5
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$1,045,061,045

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