PONTE VEDRA BEACH, FLCRD 108831Latest ADV April 8, 2026
Sawgrass Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated April 8, 2026, reports $2.0B in regulatory assets under management, 15 employees, and 223 accounts.
Assets Under Management
$2.0B
Employees
15
Offices
--
Total Clients
116
Primary office
PONTE VEDRA BEACH, FL
5000 SAWGRASS VILLAGE CIRCLE, SUITE 32, PONTE VEDRA BEACH, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 35.3% of total clients.
Top client categories% of clientsClients
1
Government
35.3%
41
2
Individuals
21.6%
25
3
HNWI
12.9%
15
4
Charitable
12.1%
14
5
RELIGIOUS, TAFT-HARTLEY, HEALTHCARE/HOSPITALS
9.5%
11
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of April 8, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts223
10Y AUM Change$-1.8B (-46.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee8:1
10Y Employee Change-11 (-42.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.