AdvisorRanked
95
Clean

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC

1360 POST OAK BOULEVARD, HOUSTON, TX 77056
Fiduciaryfee-onlySEC Registered
713-548-1000 http://www.sheridanproduction.com CRD #310572
$650M
Assets Managed
5
Clients
20
Employees
6
Years Active
since 2020

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 6 years.

Firm Details

Legal NameSHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
CRD Number#310572
SEC RegisteredYes
Registration Date2020-10-14
States RegisteredTX
Assets Under Management$650M
Number of Clients5
Employees20
Compensation Typefee-only
Last ADV Filing46105

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Frequently Asked Questions

Is SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC a fiduciary?

Yes. SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC charge clients?

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC have any complaints?

No. SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 6 years of operation.

How does SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC compare to other advisors in HOUSTON?

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC has a Red Flag Score of 95/100. There are 235 registered advisory firms in HOUSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.