Sheridan Production Partners Manager, LLC (Houston)

Name: Sheridan Production Partners Manager, LLC
Address: 1360 Post Oak Boulevard, Houston, TX, 77056
Telephone: 713-548-1000

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.

Sheridan Production Partners Manager: assets under management

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 firm manages $3.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.41 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Inseon Hwang serves?

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.

Careers at Sheridan Production Partners Manager, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Sheridan Smg	Member	1 May 2007	50% - 75%	20-8845034
Warburg Pincus Llc	Member	1 May 2007	25% - 50%	13-3536050
James K. Bass	President, chief executive officer, director	1 May 2007	Other	6021363
Inseon Hwang	Director	1 May 2007	Other	3106112
Chansoo Joung	Director	1 May 2007	Other	1284185
John N Seitz	Director	1 May 2007	Other	4723619
John Yearwood	Director	1 May 2007	Other	6021368
John Nicholson Seitz	Director	1 May 2007	Other	4723619
John Anthony Yearwood	Director	1 May 2007	Other	6021368
Eric L. Harry	Executive vice president, general counsel, chief compliance officer, director	1 May 2007	Other	6021365
Matthew Jon Assiff	Executive vice president, chief financial officer and director	1 Sep 2010	Other	2539252
David S. King	Director	1 Sep 2010	Other	6021370
David Sherrer King	Director	1 Sep 2010	Other	6021370
Charles R Kaye	Director	1 May 2011	Other	5832978
Charles Robert Kaye	Director	1 May 2011	Other	5832978
William Roby	Vice president, chief operating officer	1 Sep 2013	Other	6264259
Cheryl S. Phillips	Vice president, general counsel, chief compliance officer and secretary	1 Jan 2014	Other	6288424
Cheryl Smith Phillips	Vice president, general counsel, chief compliance officer and secretary	1 Jan 2014	Other	6288424
David B. Krieger	Director	1 Nov 2015	Other	6589649
David Benjamin Krieger	Director	1 Nov 2015	Other	6589649
Thomas E. Voytovich	Vice president and chief operating officer and director	1 Dec 2015	Other	6595826
Thomas Edward Voytovich	Vice president and chief operating officer and director	1 Dec 2015	Other	6595826
Shannon Eden Young	Vice president and chief financial officer	1 Aug 2016	Other	3056053
Casey Ryan Dalton	Director	1 Mar 2018	Other	5173677
Aaron Kimball Skidmore	Vice president and chief executive officer	1 Aug 2019	Other	7170066

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lisa A. Stewart	Manager and member	1 May 2007	25% - 50%	6021179
Charles R Kaye	Manager	1 May 2007	Other	5832978
Joseph P Landy	Manager	1 May 2007	Other	5832992
Lisa Anne Stewart	Manager and member	1 May 2007	25% - 50%	6021179
Charles Robert Kaye	Manager	1 May 2007	Other	5832978
Joseph Patrick Landy	Manager	1 May 2007	Other	5832992

Based in Houston

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.