DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 108831
PONTE VEDRA BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DEAN EDWARD MCQUIDDY | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 10 | 28 | n/a | no |
| DAVID ANDREW FURFINE | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 1 | 30 | n/a | no |
| DAVID ADAM SIEGEL | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 1 | 23 | n/a | no |
| GALE RUSSELL CREIGHTON | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 1 | 24 | 1 | no |
| BRIAN KENT MONROE | n/a | PONTE VEDRA BEACH, FL | 0 | 32 | n/a | no |
| LIRIDON GILA | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 0 | 18 | n/a | no |
| PATRICK ALAN RILEY | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 0 | 28 | n/a | no |
| WILLIAM MARC DAVIS | Chartered Financial Analyst | PONTE VEDRA BEACH, FL | 0 | 28 | n/a | no |
| LORI DENISE BAYLER | n/a | PONTE VEDRA BEACH, FL | 0 | 23 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SAWGRASS DIVERSIFIED INCOME FUND, LLC | Other Private Fund | $11.9M | Apr 11, 2024 | 12 | Mar 29, 2012 | reported | 021-162682 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MCQUIDDY, DEAN, EDWARD | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | C | yes | 01/1998 | Mar 29, 2012 | Apr 11, 2024 |
| MONROE, BRIAN, KENT | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | C | yes | 01/1998 | Mar 29, 2012 | Apr 11, 2024 |
| SAWGRASS ASSET MANAGEMENT, INC. | Member | E | yes | 01/1998 | Mar 29, 2012 | Apr 11, 2024 |
| Dator, Alicia | PRESIDENT/CHIEF COMPLIANCE OFFICER | Na | no | 06/2022 | Aug 19, 2022 | Apr 11, 2024 |
| FURFINE, DAVID, ANDREW | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | B | no | 01/2005 | Mar 29, 2012 | Apr 11, 2024 |
| LAPRADE, MARTIN, EDWARD | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | B | no | 01/2005 | Mar 29, 2012 | Apr 11, 2024 |
| RILEY, PATRICK, ALAN | SHAREHOLDER OF SAWGRASS ASSET MANAGEMENT, INC. | B | no | 01/2005 | Mar 29, 2012 | Apr 11, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 8, 2026 | $2.0B | $2.0B | 15 | 11 | 0 | 1 | n/a |
| 2024 | Mar 31, 2025 | $2.3B | $2.3B | 18 | 12 | 0 | 1 | n/a |
| 2023 | Mar 29, 2024 | $2.3B | $2.3B | 16 | 12 | 0 | 1 | $11.9M |
| 2022 | Mar 31, 2023 | $2.1B | $2.1B | 16 | 12 | 0 | 1 | $11.4M |
| 2021 | Mar 23, 2022 | $2.9B | $2.9B | 19 | 13 | 0 | 1 | $13.8M |
| 2020 | Mar 30, 2021 | $3.2B | $3.2B | 19 | 13 | 0 | 1 | $12.4M |
| 2019 | Mar 26, 2020 | $3.0B | $3.0B | 23 | 15 | 0 | 1 | $11.6M |
| 2018 | Mar 27, 2019 | $3.5B | $3.5B | 23 | 15 | 0 | 1 | $11.4M |
| 2017 | Mar 29, 2018 | $3.9B | $3.8B | 23 | 16 | 0 | 1 | $14.0M |
| 2016 | Mar 30, 2017 | $3.8B | $3.7B | 26 | 17 | n/a | 1 | $14.5M |
| 2015 | Mar 29, 2016 | $3.8B | $3.7B | 26 | 17 | n/a | 1 | $15.3M |
| 2014 | Mar 26, 2015 | $3.8B | $3.8B | 25 | 17 | n/a | 1 | $22.9M |
| 2013 | Mar 31, 2014 | $3.3B | $3.2B | 21 | 15 | n/a | 1 | $21.1M |
| 2012 | Apr 1, 2013 | $2.8B | $2.7B | 22 | 16 | n/a | 1 | $20.3M |
| 2011 | Mar 29, 2012 | $2.8B | $2.8B | n/a | n/a | n/a | 1 | $8.1M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 11.1% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $2.3B | -9.4% | $2.1B | -0.9% | 15 | 18 | 0 | 0 |