SHD MANAGEMENT, LLC
Adviser information for SHD MANAGEMENT, 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 | 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 | 802-82170 |
|---|---|
| SEC ERA File Number | 802-82170 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170651 |
| Legal Entity Identifier | None |
Principal Office
8144 WALNUT HILL LANESUITE 905
DALLAS
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 214-303-1540, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| SHD GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SHD GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SHD GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SCIENTIFIC HEALTH DEVELOPMENT II, LTD. | Venture Capital Fund | $15.7M | $0.1M | 47 |
| SCIENTIFIC HEALTH DEVELOPMENT III, LTD. | Venture Capital Fund | $20.7M | $0.1M | 45 |
| SCIENTIFIC HEALTH DEVELOPMENT, LTD. | Venture Capital Fund | $15.0M | $0.1M | 42 |
| SHD ANTERIOS PARTNERS, LLC | Venture Capital Fund | $1.5M | $0.0M | 21 |
| SHD ENCAPSION PARTNERS, LLC | Venture Capital Fund | $3.5M | $0.0M | 12 |
| SHD II CO-INVEST, LLC | Venture Capital Fund | $1.8M | $0.0M | 23 |
| SHD PODIMETRICS, LLC | Venture Capital Fund | $2.8M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FITTS, JAY, STUART | Individual | – | MANAGER | 11/2010 | 50-75% |
| ROMANO, PHILIP | Individual | – | MANAGER | 11/2010 | 50-75% |
| Offer, Andrew | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2020 | < 5% |