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 organized as an LLC and registered with the SEC since 1998. The firm serves both individual/family clients and institutional accounts, providing portfolio management across individual/small-business accounts, pooled investment vehicles, and institutional/business mandates. Its owner structure includes domestic entities and individuals. Sawgrass charges a mix of percentage-of-assets, fixed, and performance-based fees and does not identify as an ESG investor or multi-state adviser. It is not positioned as a capital allocator 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

    Dean Mcquiddy

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

  • Liridon Gila

    Liridon Gila

    Co-CIOCRD 5609373

Contacts

3 of 9
  • Brian Monroe

    Brian Monroe

    CO-FOUNDING PRINCIPALCRD 2147305

  • Patrick Riley

    Patrick Riley

    Partner, Equity Portfolio ManagerCRD 4726836

  • Martin Laprade

    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

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$66.8M in ETFs

Passive

97%

$64.5M

Active

0%

$2.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$6.4M76,1619.54%
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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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