Sawgrass Asset Management LLC
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Overview
Sawgrass Asset Management LLC is an advisory company headquartered in Ponte Vedra Beach, Florida. Sawgrass Asset Management LLC oversees $2.1 billion in assets under management across 227 accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). Sawgrass Asset Management LLC has a small group, including 12 financial advisors. Sawgrass Asset Management LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as stocks, options and bonds.
Sawgrass Asset Management LLC manages all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing to seek client consent. Sawgrass Asset Management LLC's typical account size is $9.3 million. The average financial advisor at Sawgrass Asset Management LLC administers about 19 client accounts, placing it among the more individualized firms in the country.
The company's headquarters is located at 5000 Sawgrass Village Circle, Ponte Vedra Beach, Florida 32082. The firm is legally permitted to serve investors throughout a number of states, including Florida, Georgia, Illinois, North Carolina, Ohio, Tennessee, Texas and Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sawgrass Asset Management LLC by the Numbers
$2.1 billion
16
227
$9.3 million
Fee Structure
Fees for financial advisory services usually depend on which services are provided. Fee types billed by the firm most likely consist of any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a broad range of clients. The firm provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 227 clients, Sawgrass Asset Management LLC's largest client group by number of accounts is state or municipal government entities, though it also manages money for 29 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 23.58%
- Other Individuals - 7.32%
- Corporations - 56.1%
- Charitable Organizations - 13.01%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sawgrass Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sawgrass Asset Management LLC
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
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