SHD CAPITAL MANAGEMENT, LLC

Adviser information for SHD CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 15th, 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 Texas, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 No

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 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-122114
SEC ERA File Number 802-122114
SEC CIK Numbers None
SEC CRD Numbers 314632
Legal Entity Identifier None

Principal Office

8144 WALNUT HILL LANE
SUITE 905
DALLAS
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 214-303-1540, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SCIENTIFIC HEALTH DEVELOPMENT IV, LTD. Venture Capital Fund $15.1M $0.1M 69

Control Persons

Name Type Entity Title Since Ownership
Offer, Andrew Individual CHIEF EXECUTIVE OFFICER 11/2020 25-50%
FITTS, JAY, STUART Individual MANAGER 11/2020 25-50%
ROMANO, PHILIP Individual MANAGER 11/2020 25-50%

No. Employees, Historic

000202120222023202420250 on 7/19/20210 on 7/20/20210 on 3/22/20220 on 3/31/20230 on 2/15/2024