Investment adviser · CRD 150140

NEW SHERIDAN ADVISORS, LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Mar 10, 2015

Regulatory AUM
$84.2M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2015. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

18201 VON KARMAN, SUITE 480
IRVINE, CA, 92612, United States

CRD 150140

Filing source

Form ADV 879554 · Mar 10, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.