SJW INVESTMENTS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 321155
- Registered since
- September 15, 2022
Firm profile
FINTRXOverview
SJW Investments, LLC is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2022 and owned by an individual, the firm is set up to originate, manage and administer private funds rather than serve retail advisory clients. Its public filings classify it as unclassified and indicate it is not positioned as a multi-state adviser or an active ESG investor. The firm’s visible investment activity centers on venture capital strategies: it acts as sponsor, GP and managing member of pooled vehicles that take ownership positions in privately held companies. SJW Investments appears structured to raise discrete funds, allocate capital through those funds and manage relationships with limited partners rather than maintain a retail advisory business or separate discretionary retail accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ELIZABETH FERREIRA
Senior Operating PartnerCRD 2905805
Serena Williams
Managing PartnerCRD 7597115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 111 Broadway
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
HONEYCOMB ASSET MANAGEMENT LP
Exempt Reporting AdvisorNew York, NY
PALISANDER INC
Exempt Reporting AdvisorNew York, NY
NEXUS GENESIS CAPITAL LTD.
Exempt Reporting AdvisorNew York, NY
VIP CAPITAL MANAGEMENT, L.P.
Exempt Reporting AdvisorNew York, NY
CRAIG DRILL CAPITAL CORPORATION
Exempt Reporting AdvisorNew York, NY
PHOENIX INVESTMENT ADVISER LLC
Exempt Reporting AdvisorNew York, NY