Shearwater Capital, LLC
● SEC registered since 2013CRD 115399SEC# 801-77787Denver, CO
Reg. AUM
$427.3M
Employees
4
Accounts
731
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 $427.3 million in regulatory assets under management and employs 4 people.
Shearwater Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Stuart Malden Control | Principal | 50-75% | 1999 |
| Jared Andrew Meese | Chief Compliance Officer | Under 5% | 2007 |
| Jeffrey Jerram Brown Control | Principal | 50-75% | 1999 |
Frequently asked questions
How much does Shearwater Capital, LLC manage?
Shearwater Capital, LLC reports $427.3 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
| Address | 2000 S Colorado Blvd. Tower 1, Suite 2000-1148, Denver, CO 80222 |
| Phone | 314-434-4750 |
| Fax | 314-256-9367 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1905665 |
| Discloses disciplinary history | No |
Regulatory AUM
$427.3M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$427.3Mregulatory AUM
Discretionary $426MNon-discretionary $1.2M