Investment adviser · CRD 293807
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
Investment adviser filing (IA)
SHERIDAN ROAD ADVISORS, LLC
NORTHBROOK, IL, United States · Form ADV filed Apr 18, 2022
- Regulatory AUM
- $12B Form ADV · Item 5.F
- Client accounts
- 882 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 247 | $11,921,553,830 | 99.0% |
| High-net-worth individuals | 19 | $72,401,626 | 0.6% |
| Individuals | 616 | $52,841,176 | 0.4% |
Filing source
Form ADV 1643339 · Apr 18, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Apr 18, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
707 SKOKIE BLVD, SUITE 400NORTHBROOK, IL, 60062, United States
CRD 293807
Filing source
Form ADV 1643339 · Apr 18, 2022 · 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.