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SAWGRASS ASSET MANAGEMENT LLC
CRD 108831File 801-55243
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 116 | 105 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.