DFX Intelligence

Data Factory

AllocatorsInvestment consultantinvestment consultant

Sheridan Road Advisors, LLC, a Hub International Company

Allocators

Northbrook, IL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:f7a71517-9821-4061-a135-67f9c1fd93c5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $12BForm ADV
Discretionary RAUM: $822M
Pension plan clients (ADV): 247
Recommended commitments: 0derived
Latest client year end: Oct 31, 2023
CRD: 293807

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Wood-River Industries Company Hourly Employees' Pension Plan	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact

Relationships

Advised by (1)

← Wood-River Industries Company Hourly Employees' Pension PlanPlanInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:f7a71517-9821-4061-a135-67f9c1fd93c5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.