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New Sheridan Advisors, LLC (Irvine)


New Sheridan Advisors, LLC is an investment adviser to an investment company based in Irvine. It manages $84.22 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, and Wisconsin.

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New Sheridan Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Sheridan Advisors: assets under management

The assets under management (AUM) of New Sheridan Advisors, LLC is $84.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $84.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay New Sheridan Advisors, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Byron Clarence Roth Shareholder 1 Jan 2000 75% - 100% 1768553
Inc. Cr Financial Holdings Member 1 Jan 2014 75% - 100% 33-0914744

Based in Irvine

The principal office where New Sheridan Advisors, LLC performs its advisory services is located at 18201 Von Karman, Irvine, CA 92612, 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 949-387-2450. The normal business hours are 6:00 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.newsheridanadvisors.com.


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