Sheridan Capital Management, LLC
Sheridan Capital Management, LLC is an SEC-registered investment advisor headquartered in San Rafael, California. Founded in 2011, the firm primarily serves affluent individuals, families, and trusts, emphasizing long-term investing relationships and sustainable multi-generational portfolio management. Sheridan Capital Management focuses on manager evaluation, selection, and monitoring to provide risk-adjusted returns for clients. The firm is small in scale, with a reported single employee as of 2025.
Investment Strategy
Sheridan Capital Management employs a strategy centered on rigorous research and active, ongoing evaluation, selection, and monitoring of investment managers. The firm strives to deliver highly competitive risk-adjusted returns by building diversified, sustainable portfolios tailored to each client's needs, with a particular emphasis on long-term relationships and the ability to span generations. Sheridan Capital Management avoids a high-volume, transactional approach in favor of deeply personalized portfolio construction and multi-asset class allocation management.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 29.68% | $43.0M | 101,366 | $305.25 | $424.58 | +$6.5M |
A AGG | ISHARES TR | 12.42% | $18.0M | 181,491 | $99.25 | $99.20 | +$87.9K |
M MGV | VANGUARD WORLD FD | 11.99% | $17.4M | 132,478 | $110.09 | $131.20 | -$1.6M |
B BOND | PIMCO ETF TR | 8.05% | $11.7M | 126,576 | $92.45 | $92.18 | -$110.9K |
U USMV | ISHARES TR | 5.94% | $8.6M | 91,785 | $78.27 | $93.87 | +$1.2K |