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Building 2SAWGRASS ASSET MANAGEMENT LLC

Map pinPONTE VEDRA BEACH, FL
Phone(904) 493-5500
NotebookSEC #801-55243
Total AUM
$2B
Employees
15
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 SAWGRASS VILLAGE CIRCLE
SUITE 32
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(904) 493-5500

ReceiptFinancials

Total AUM
$2B
Accounts
223
Discretionary
$2B
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$130.3M
HNW Individual Clients
15
AUM
$48.1M
Pooled Vehicle Clients
2
AUM
$19.4M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Charitable Organization Clients
14
AUM
$375.9M
Government Entity Clients
41
AUM
$1.1B
Insurance Company Clients
2
AUM
$40M
Corporation or Business Clients
5
AUM
$39.7M
Other Clients
11
AUM
$269.2M
Description of Other Clients
RELIGIOUS, TAFT-HARTLEY, HEALTHCARE/HOSPITALS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILNCOHOKTNTX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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