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Shearwater Capital, LLC

● SEC registered since 2013CRD 115399SEC# 801-77787Denver, CO
Export (members)
Reg. AUM
$348.2M
Employees
4
Accounts
694
Location
Denver, CO

Shearwater Capital, LLC assets under management

Shearwater Capital, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2013. It reports $348.2 million in regulatory assets under management and employs 4 people.
www.shearcap.comView on SEC.gov ↗

Shearwater Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Stuart Malden ControlPrincipal50-75%1999
Jared Andrew MeeseChief Compliance OfficerUnder 5%2007
Jeffrey Jerram Brown ControlPrincipal50-75%1999

Frequently asked questions

How much does Shearwater Capital, LLC manage?

Shearwater Capital, LLC reports $348.2 million in regulatory assets under management on its Form ADV.

How many employees does Shearwater Capital, LLC have?

Shearwater Capital, LLC reports 4 employees.

Where is Shearwater Capital, LLC located?

Shearwater Capital, LLC is based in Denver, CO and has been SEC-registered since 2013.

Does Shearwater Capital, LLC disclose fund performance?

Shearwater Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 S Colorado Blvd. Tower 1, Suite 2000-1148, Denver, CO 80222
Phone314-434-4750
Fax314-256-9367
Office hours8 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
CIK1905665
Discloses disciplinary historyNo

Assets under management

Discretionary$347.2M
Non-discretionary$1M
Total (RAUM)$348.2M