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SAWGRASS ASSET MANAGEMENT LLC
CRD 108831File 801-55243
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.05B
Top 25% of cohort (national)
Discretionary AUM
$2.05B
Clients
105
223 accounts
Employees
15
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 1998
- Principal office
- 5000 SAWGRASS VILLAGE CIRCLE, SUITE 32, PONTE VEDRA BEACH, FL, 32082
- Phone
- (904) 493-5500
- Website
- HTTP://WWW.SAW-GRASS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.05B
- Discretionary AUM
- $2.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 223
- Non-discretionary accounts
- 0
- Total accounts
- 223
- AUM per client
- $19.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $39.7M |
| Insurance companies | Fewer than 5 | $40.0M |
| Charitable organizations | 14 | $375.9M |
| High net worth individuals | 15 | $48.1M |
| Pooled investment vehicles | 2 | $19.4M |
| Pension and profit sharing plans | Fewer than 5 | $4.2M |
| State or municipal government entities | 41 | $1.12B |
| Individuals (other than high net worth individuals) | 25 | $130.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 116 | 105 | decreased by11 |
| Apr 1, 2026 | Employees | 18 | 15 | decreased by3 |
| Apr 1, 2026 | Clients | 114 | 116 | increased by2 |
| Apr 1, 2026 | AUM | $2,262,955,025 | $2,049,785,116 | decreased by$213,169,909 |
| Apr 1, 2026 | Accounts | 214 | 223 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 138 | 114 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,923,735,944 | $2,262,955,025 | decreased by$660,780,919 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 275 | 214 | decreased by61 |
| Apr 1, 2022 | Clients | 172 | 138 | decreased by34 |
| Apr 1, 2022 | AUM | $3,224,751,134 | $2,923,735,944 | decreased by$301,015,190 |
| Apr 1, 2022 | Accounts | 306 | 275 | decreased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAWGRASS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAWGRASS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.