SAWGRASS ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1998
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$9.2M
Accounts
223
Employees
15
Advisory reps
11

Firm details

Headquarters
PONTE VEDRA, Florida
CRD number
108831
Registered since
February 13, 1998
Website
saw-grass.com
Custodians
THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC., SALEM TRUST A DIV OF ARGENT INST. TRUST, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government54.79%
  • Charitable Organizations18.34%
  • Other13.13%
  • Individuals6.35%
  • HNWI2.35%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sawgrass Asset Management LLC is a privately held investment adviser that has been SEC-registered since 1998. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across separately managed accounts and pooled vehicles. Its compensation model includes asset-based fees, fixed fees and performance-based fees. Sawgrass reports it does not operate as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 39%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Private Funds 1%40%
  • Exchange Traded Equities40%
  • US Government Bonds39%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • DEAN MCQUIDDY

    Co-Founding Principal Director of Equity, CCO, CIOCRD 4373760

  • LIRIDON GILA

    Co-CIOCRD 5609373

Contacts

3 of 9

  • BRIAN MONROE

    CO-FOUNDING PRINCIPALCRD 2147305

  • PATRICK RILEY

    Partner, Equity Portfolio ManagerCRD 4726836

  • MARTIN LAPRADE

    Partner, Equity Portfolio ManagerCRD 4726831

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$59.5M in ETFs

Passive

96%

$57M

Active

1%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$5M195,6878.43%
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Location

Primary office

PONTE VEDRA, FL

SAINT JOHNS

Location

PONTE VEDRA, FL

Headquartered in PONTE VEDRA, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
SAINT JOHNS
Address
5000 Sawgrass Village Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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