SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
Adviser information for SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC last updated from Form ADV on March 26th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $676.0M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $676.0M |
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 | 3 | $676.0M |
| 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 | 801-119630 |
|---|---|
| SEC ERA File Number | 801-119630 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310572 |
| Legal Entity Identifier | None |
Principal Office
1360 POST OAK BOULEVARDSUITE 2500
HOUSTON
TX
United States
Monday - Friday, M-TH 7:30-5:30; F 7:30-11:30
Tel: 713-548-1000, Fax: 713-548-1099
Websites
Chief Compliance Officer
MATTHEW R HEINTZ
VP, GENERAL COUNSEL AND SECRETARY
1360 POST OAK BOULEVARD
SUITE 2500
HOUSTON
TX
United States
Tel:
713-548-1017
M******@*********************M
(Full email address available in API data)
Regulatory Contact
FRANK A BELVEAL
PRESIDENT AND CEO
1360 POST OAK BOULEVARD
SUITE 2500
HOUSTON
TX
United States
Tel:
713-548-1185
F*******@*********************M
(Full email address available in API data)
Industry Affiliates
| SHERIDAN PRODUCTION PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SPP III-B GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SPP III-M GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEWART, LISA, ANNE | Individual | – | EXECUTIVE CHAIRMAN OF THE INVESTMENT COMMITTEE, DIRECTOR | 09/2020 | > 75% |
| JOUNG, CHANSOO | Individual | – | DIRECTOR | 09/2020 | < 5% |
| KING, DAVID, SHERRER | Individual | – | DIRECTOR | 09/2020 | < 5% |
| SEITZ, JOHN, NICHOLSON | Individual | – | DIRECTOR | 09/2020 | < 5% |
| YEARWOOD, JOHN, ANTHONY | Individual | – | DIRECTOR | 09/2020 | < 5% |
| MIERTSCHIN, MARK, ALAN | Individual | – | DIRECTOR | 03/2020 | < 5% |
| Skidmore, Aaron, Kimball | Individual | – | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 03/2020 | < 5% |
| HEINTZ, MATTHEW, RANDALL | Individual | – | VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND SECRETARY | 03/2020 | < 5% |
| GHISELIN III, RICHARD, GARRISON | Individual | – | VICE PRESIDENT - OPERATIONS | 03/2020 | < 5% |
| SHERIDAN SMG III, LLC | Domestic Entity | – | MEMBER | 07/2020 | 50-75% |
| SHERIDAN SMG SUPPLEMENTAL III, LLC | Domestic Entity | – | MEMBER | 07/2020 | 25-50% |
| STEWART, LISA, ANNE | Individual | SHERIDAN SMG III, LLC | MEMBER | 07/2020 | 25-50% |
| STEWART, LISA, ANNE | Individual | SHERIDAN SMG SUPPLEMENTAL III, LLC | MEMBER | 07/2020 | > 75% |
| BELVEAL, FRANK, ANGELO | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 08/2023 | < 5% |
| LAWRENCE, PETER, ROBERT | Individual | – | VICE PRESIDENT - ENGINEERING | 08/2023 | < 5% |