RIA Intelligence

SHERIDAN CAPITAL MANAGEMENT, LLC

CRD #156705 SEC #801-72189 SAN RAFAEL, CA 415-694-2076
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
1
Clients
10
Accounts
261

AUM Over Time

DateMar 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2017
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees1
Clients26
DateJan 2016
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees1
Clients26
DateFeb 2015
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients117
DateFeb 2014
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees2
Clients26
DateJan 2013
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--