SHERIDAN ROAD ADVISORS, LLC
Legal name: SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
CRD #293807 SEC #801-113426 NORTHBROOK, IL 847-205-9073
SEC Registered
Total AUM
$12B
Discretionary
$821.6M
Employees
16
Clients
11
Accounts
882
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $12B | $821.6M | $11.2B | 16 | 0 |
| Apr 2022 | $12B | $821.6M | $11.2B | 16 | 0 |
| Mar 2022 | $12B | $821.6M | $11.2B | 16 | 0 |
| Mar 2022 | $10.5B | $983.8M | $9.5B | 16 | 0 |
| Jan 2022 | $10.5B | $983.8M | $9.5B | 16 | 0 |
| Mar 2021 | $10.5B | $983.8M | $9.5B | 16 | 0 |
| Mar 2021 | $9.3B | $740.5M | $8.6B | 33 | 0 |
| Jul 2020 | $9.3B | $740.5M | $8.6B | 33 | 0 |
| Jun 2020 | $9.3B | $740.5M | $8.6B | 33 | 0 |
| Mar 2020 | $9.3B | $740.5M | $8.6B | 34 | 0 |
| Jan 2020 | $2.9B | $361.5M | $2.5B | 34 | 0 |
| Jan 2020 | $2.9B | $361.5M | $2.5B | 34 | 0 |
| Jan 2020 | $2.9B | $361.5M | $2.5B | 34 | 0 |
| Jan 2020 | $2.9B | $361.5M | $2.5B | 34 | 0 |
| Nov 2019 | $2.9B | $361.5M | $2.5B | 35 | 0 |
| Oct 2019 | $2.9B | $361.5M | $2.5B | 36 | 0 |
| Sep 2019 | $2.9B | $361.5M | $2.5B | 37 | 0 |
| Sep 2019 | $2.9B | $361.5M | $2.5B | 37 | 0 |
| Sep 2019 | $2.9B | $361.5M | $2.5B | 37 | 0 |
| Aug 2019 | $2.9B | $361.5M | $2.5B | 37 | 0 |
| Aug 2019 | $2.9B | $361.5M | $2.5B | 38 | 0 |
| Jul 2019 | $2.9B | $361.5M | $2.5B | 38 | 0 |
| Apr 2019 | $2.9B | $361.5M | $2.5B | 37 | 0 |
| Mar 2019 | $447.3M | $169M | $278.2M | 37 | 0 |
| Feb 2019 | $203.3M | $131.6M | $71.6M | 37 | 0 |
| Jan 2019 | $203.3M | $131.6M | $71.6M | 36 | 0 |
| Jan 2019 | $203.3M | $131.6M | $71.6M | 35 | 0 |
| Jan 2019 | $203.3M | $131.6M | $71.6M | 35 | 0 |
| Jan 2019 | $203.3M | $131.6M | $71.6M | 35 | 0 |
| Jan 2019 | $203.3M | $131.6M | $71.6M | 34 | 0 |
| Dec 2018 | $203.3M | $131.6M | $71.6M | 35 | 0 |
| Nov 2018 | $203.3M | $131.6M | $71.6M | 34 | 0 |
| Oct 2018 | $203.3M | $131.6M | $71.6M | 34 | 0 |
| Oct 2018 | $203.3M | $131.6M | $71.6M | 33 | 0 |
| Oct 2018 | $0 | $0 | $0 | 33 | 0 |
| Aug 2018 | $0 | $0 | $0 | 33 | 0 |
| Aug 2018 | $0 | $0 | $0 | 33 | 0 |
| Jul 2018 | $0 | $0 | $0 | 33 | 0 |
| May 2018 | $0 | $0 | $0 | 33 | 0 |
DateApr 2022
Total AUM$12B
Discretionary$821.6M
Non-Disc.$11.2B
Employees16
Clients0
DateApr 2022
Total AUM$12B
Discretionary$821.6M
Non-Disc.$11.2B
Employees16
Clients0
DateMar 2022
Total AUM$12B
Discretionary$821.6M
Non-Disc.$11.2B
Employees16
Clients0
DateMar 2022
Total AUM$10.5B
Discretionary$983.8M
Non-Disc.$9.5B
Employees16
Clients0
DateJan 2022
Total AUM$10.5B
Discretionary$983.8M
Non-Disc.$9.5B
Employees16
Clients0
DateMar 2021
Total AUM$10.5B
Discretionary$983.8M
Non-Disc.$9.5B
Employees16
Clients0
DateMar 2021
Total AUM$9.3B
Discretionary$740.5M
Non-Disc.$8.6B
Employees33
Clients0
DateJul 2020
Total AUM$9.3B
Discretionary$740.5M
Non-Disc.$8.6B
Employees33
Clients0
DateJun 2020
Total AUM$9.3B
Discretionary$740.5M
Non-Disc.$8.6B
Employees33
Clients0
DateMar 2020
Total AUM$9.3B
Discretionary$740.5M
Non-Disc.$8.6B
Employees34
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees34
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees34
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees34
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees34
Clients0
DateNov 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees35
Clients0
DateOct 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees36
Clients0
DateSep 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees37
Clients0
DateSep 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees37
Clients0
DateSep 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees37
Clients0
DateAug 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees37
Clients0
DateAug 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees38
Clients0
DateJul 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees38
Clients0
DateApr 2019
Total AUM$2.9B
Discretionary$361.5M
Non-Disc.$2.5B
Employees37
Clients0
DateMar 2019
Total AUM$447.3M
Discretionary$169M
Non-Disc.$278.2M
Employees37
Clients0
DateFeb 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees37
Clients0
DateJan 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees36
Clients0
DateJan 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees35
Clients0
DateJan 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees35
Clients0
DateJan 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees35
Clients0
DateJan 2019
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees34
Clients0
DateDec 2018
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees35
Clients0
DateNov 2018
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees34
Clients0
DateOct 2018
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees34
Clients0
DateOct 2018
Total AUM$203.3M
Discretionary$131.6M
Non-Disc.$71.6M
Employees33
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0