SHERIDAN CAPITAL PARTNERS
SHERIDAN CP, LP Legal Name
Adviser information for SHERIDAN CAPITAL PARTNERS last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $1.0B |
| Non-Discretionary | 1 | $8.7M |
| Total | 5 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $1.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114431 |
|---|---|
| SEC ERA File Number | 801-114431 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299035 |
| Legal Entity Identifier | None |
Principal Office
400 NORTH MICHIGAN AVENUESUITE 800
CHICAGO
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (312) 548-7064, Fax: None
Chief Compliance Officer
JESSICA MORRIS
CHIEF FINANCIAL OFFICER
400 NORTH MICHIGAN AVENUE
SUITE 800
CHICAGO
IL
United States
Tel:
(312) 548-7064
J*************@*************M
(Full email address available in API data)
Industry Affiliates
| SHERIDAN CAPITAL PARTNERS FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| SHERIDAN CAPITAL PARTNERS FUND III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| SHERIDAN LEGACY GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SHERIDAN CAPITAL PARTNERS FUND II-A, LP | Private Equity Fund | $231.7M | $5.0M | 41 |
| SHERIDAN CAPITAL PARTNERS FUND II, LP | Private Equity Fund | $242.3M | $5.0M | 32 |
| SHERIDAN CAPITAL PARTNERS FUND III-A, LP | Private Equity Fund | $286.1M | $5.0M | 50 |
| SHERIDAN CAPITAL PARTNERS FUND III, LP | Private Equity Fund | $276.3M | $5.0M | 55 |
| SHERIDAN LEGACY FUND I, L.P. | Private Equity Fund | $8.7M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEWIS, JONATHAN, BARRON | Individual | – | PARTNER | 03/2018 | 50-75% |
| DEMPSEY, SEAN, MICHAEL | Individual | – | PARTNER | 11/2018 | 25-50% |
| MORRIS, JESSICA, DIRAIMO | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | 03/2018 | < 5% |
| SHERIDAN CP, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2018 | < 5% |
| LEWIS, JONATHAN, BARRON | Individual | SHERIDAN CP, LLC | MEMBER | 03/2018 | 50-75% |
| DEMPSEY, SEAN, MICHAEL | Individual | SHERIDAN CP, LLC | MEMBER | 03/2018 | 25-50% |