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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-2011
- Office Locations
- 1
Office Locations
About Sheridan Capital Management, LLC
Sheridan Capital Partners is a healthcare-focused private equity firm that partners with founders and management teams in select subsectors, bringing sector knowledge, deep connections, and operational resources to drive growth and optimize operations. Recent activity includes an investment in ICANotes, a behavioral health practice management and EHR platform, and support for add-on acquisitions across its portfolio.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CONOR MICHAEL SHERIDAN
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2377368
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,223,688 | $789,904 |
| Non-Discretionary | $0 | -- |
| Total | $217,223,688 | $789,904 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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