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Chief Financial Officer, Vice President, Treasurer and Secretary · Fidus Investment Advisors, LLC

Shelby E. Sherard

CRD 4249853 · Named on Form ADV at one SEC-registered adviser

At a glance

Fidus Investment Advisors, LLC, an SEC-registered asset manager based in Evanston, IL with $1.4 billion in regulatory assets, lists Shelby E. Sherard on its Form ADV as Chief Financial Officer, Vice President, Treasurer and Secretary, a control person.

Firms and roles

  • Fidus Investment Advisors, LLCChief Financial Officer, Vice President, Treasurer and SecretaryAsset manager · Evanston, IL · $1.4B in regulatory assets

AtlasMembers

Shelby’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Edward H. RossChief Executive Officer, President, Assistant Secretary, Assistant Treasurer, Manager, Fidus Investment Advisors, LLC
  • Thomas C. LauerManager, Fidus Investment Advisors, LLC
  • William A. WorthAssistant Secretary, Assistant Treasurer and Manager, Fidus Investment Advisors, LLC
  • John J. RossChair of Board of Managers, Manager, Fidus Investment Advisors, LLC
  • John H. GriggManager, Fidus Investment Advisors, LLC

2 more people named with Shelby on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.