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SHERIDAN CAPITAL PARTNERS

CHICAGO, IL · CRD 299035 · IAPD ↗ · (312) 548-7064

$1.44BRegulatory AUM
23Advisory reps
30Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2025 — SHERIDAN CAPITAL PARTNERS grew from 15 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — SHERIDAN CAPITAL PARTNERS grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.