Sheridan Production Partners Manager, LLC is a large advisory firm based in Houston. It manages $3.96 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2012.
Sheridan Production Partners Manager provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sheridan Production Partners Manager, LLC is $3.96 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sheridan Production Partners Manager, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Inseon Hwang is pooled investment vehicles with 9 clients and $3.96 billion of assets under management. Among the 7 most similar advisory firms, Sheridan Production Partners Manager has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.96 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.
Sheridan Production Partners Manager doesn't advise any private funds.
The company employs 70 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Inseon Hwang has been acting as President since 1 May 2007. Aaron Kimball Skidmore joined the executive team most recently as the Vice President And Chief Executive Officer.
The principal office where Sheridan Production Partners Manager, LLC performs its advisory services is located at 1360 Post Oak Boulevard, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-548-1000 or by fax 713-548-1099. The normal business hours are m-th 7:30 -5:30; f 7:30- 11:30 on Monday - Friday. You can find more information about the New York firm at sheridanmanager.com.