SJW INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
321155
Registered since
September 15, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ELIZABETH FERREIRA

    Senior Operating PartnerCRD 2905805

  • Serena Williams

    Managing PartnerCRD 7597115

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth