Sheridan Production Partners Manager Iii, Llc
- Regulatory AUM
- $650M
- Discretionary
- $650M
- Clients
- 3
- Avg AUM / client
- $217M
- Accounts
- 3
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $650M | 100.0% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ghiselin Iii, Richard, Garrison | Vice President Operations | Mar 2020 (6y) | Less than 5% | |
| Heintz, Matthew, Randall | Vice President, General Counsel, Chief Compliance Officer And Secretary | Mar 2020 (6y) | Less than 5% | |
| Skidmore, Aaron, Kimball | Vice President And Chief Financial Officer | Mar 2020 (6y) | Less than 5% | |
| Stewart, Lisa, Anne | Executive Chairman Of The Investment Committee, Director | Jul 2020 (6y) | ≈ 12.5% – 37.5% via Sheridan Smg Iii, Llc | |
| Joung, Chansoo | Director | Sep 2020 (6y) | Less than 5% | |
| King, David, Sherrer | Director | Sep 2020 (6y) | Less than 5% | |
| Seitz, John, Nicholson | Director | Sep 2020 (6y) | Less than 5% | |
| Yearwood, John, Anthony | Director | Sep 2020 (6y) | Less than 5% | |
| Belveal, Frank, Angelo | President And Chief Executive Officer, Director | Aug 2023 (3y) | Less than 5% | |
| Lawrence, Peter, Robert | Vice President Engineering | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sheridan Smg Iii, Llc | Member | Jul 2020 | A | 50% – 75% |
| Sheridan Smg Supplemental Iii, Llc | Member | Jul 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stewart, Lisa, Anne: 25% – 50% of Sheridan Smg Iii, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗