|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sheridan Capital Management LLC
✚
|
|
|---|---|
| CRD # | 156705 |
| SEC # | 801-72189 |
| CIK # | 0001926753 |
| AUM | $184.2 M (2025-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-694-2076 |
| Address | 6 Mt Tenaya Court San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.2 | ||
| Alphabet Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Williams Sonoma Inc | 0.2 | ||
| Cigna Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 29.3 |
| (b) Individuals (high net worth individuals) | 61 | 154.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 184.2 |
| By Discretionary | ||
| Discretionary | 261 | 184.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 261 | 184.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 183.2 | |
| Total | 261 | 184.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001926753] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Kieckhefer Group
✚
|
WI | 0.2 |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 0.2 |
|
Evansbrook LLC
✚
|
0.2 | |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Client First Investment Management LLC
✚
|
WI | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |
|
QCA Capital Management Inc
✚
|
CA | 0.2 |
|
Ciovacco Capital Management LLC
✚
|
0.2 | |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |