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Shareholder of Sawgrass Asset Management, Inc. · Sawgrass Asset Management LLC

Brian K. Monroe

CRD 2147305 · Named on Form ADV at one SEC-registered adviser

At a glance

Sawgrass Asset Management LLC, an SEC-registered asset manager based in Ponte Vedra Beach, FL with $2.0 billion in regulatory assets, lists Brian K. Monroe on its Form ADV as Shareholder of Sawgrass Asset Management, Inc., a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dean E. McQuiddyShareholder of Sawgrass Asset Management, Inc., Sawgrass Asset Management LLC
  • Martin E. LapradeShareholder of Sawgrass Asset Management, Inc., Sawgrass Asset Management LLC
  • David A. FurfineShareholder of Sawgrass Asset Management, Inc., Sawgrass Asset Management LLC
  • Patrick A. RileyShareholder of Sawgrass Asset Management, Inc., Sawgrass Asset Management LLC
  • Alicia DatorPresident/chief Compliance Officer, Sawgrass Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.