NEW SHERIDAN ADVISORS, INC.
CRD #150140 SEC #801-70239 NEWPORT BEACH, CA 949-387-2450
SEC Registered
Total AUM
$72M
Discretionary
$72M
Employees
1
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $84.2M | $84.2M | $0 | 3 | 1 |
| May 2014 | $95.2M | $95.2M | $0 | 4 | 1 |
| Mar 2014 | $95.2M | $95.2M | $0 | 4 | 1 |
| Nov 2013 | $83.6M | $83.6M | $0 | 3 | 1 |
| Jun 2013 | $83.6M | $83.6M | $0 | 3 | 1 |
| May 2013 | $83.6M | $83.6M | $0 | 3 | 1 |
| Feb 2013 | $83.6M | $83.6M | $0 | 3 | 1 |
| Sep 2012 | $72M | $72M | $0 | 1 | 1 |
| Mar 2012 | $72M | $72M | $0 | 1 | 1 |
| Jul 2011 | $106.9M | $106.9M | $0 | 5 | -- |
| Dec 2010 | $50.8M | $50.8M | $0 | 5 | -- |
| Jul 2010 | $50.8M | $50.8M | $0 | 5 | -- |
DateMar 2015
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees3
Clients1
DateMay 2014
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees4
Clients1
DateNov 2013
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees3
Clients1
DateJun 2013
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees3
Clients1
DateMay 2013
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2013
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees3
Clients1
DateSep 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--