Data / Investment advisers / Florida / Sawgrass Asset Management LLC
Sawgrass Asset Management LLC, Ponte Vedra Beach, FL: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sawgrass Asset Management LLC is an SEC registered investment adviser with its main office in Ponte Vedra Beach, Florida and reports $2 billion in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include state and municipal governments, charitable organizations and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Sawgrass Asset Management LLC (CRD number 108831): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108831
- SEC file number
- 801-55243
- SEC status
- Approved, effective February 13, 1998
- Main office
- 5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082
- Phone
- (904) 493-5500
- Regulatory AUM
- $2,049,785,116 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $2,049,785,116
- Accounts
- 223
- Employees
- 15, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $8,396,151
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 41 | $1.12 billion |
| Charitable organizations | 14 | $375.9 million |
| Individuals (other than high net worth individuals) | 25 | $130.3 million |
| High net worth individuals | 15 | $48.1 million |
| Insurance companies | 2 | $40 million |
| Corporations or other businesses | 5 | $39.7 million |
| Pooled investment vehicles | 2 | $19.4 million |
| Pension and profit sharing plans | 1 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.05 billion | March 31, 2026 |
| December 1, 2025 | $2.26 billion | July 11, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fairholme Capital Management, L.L.C. | South Miami | $2.14 billion | Not listed | adviserinfo.sec.gov |
| Doubleline ETF Adviser LP | Tampa | $2.13 billion | Not listed | adviserinfo.sec.gov |
| Suncoast Equity Management, LLC | Tampa | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Alpine Associates Management Inc. | Palm Beach | $2.09 billion | 9 | adviserinfo.sec.gov |
| Indivisible Partners | Clearwater | $2.08 billion | Not listed | adviserinfo.sec.gov |
| Volatility Shares LLC | Palm Beach Gardens | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Point Break Capital Management LLC | Miami | $2.04 billion | 1 | adviserinfo.sec.gov |
| Provise Management Group, LLC | Clearwater | $2.03 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving charitable organizations
- Advisers that manage private funds
- Sawgrass Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.