Shearwater Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 17, 2026, reports $427M in regulatory assets under management, 4 employees, 1 office, and 731 accounts.
Assets Under Management
$427M
Employees
4
Offices
1 office
Total Clients
180
Primary office
DENVER, CO
2000 S COLORADO BLVD. TOWER 1, SUITE 2000-1148, DENVER, CO, United States
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
120
2
Individuals
33.3%
60
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$427Mas of March 17, 2026
Discretionary99.7%
$426M
100% of total RAUM99.7%
Non-discretionary0.3%
$1M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$427M
Total Accounts731
10Y AUM Change+$254M (+146.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+3 (+300.0%)
* 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.