Sawgrass Asset Management, LLC (100% employee-owned, SEC-registered fee-only fiduciary Investment Adviser, CRD #108831, SEC File #801-55243) is a premier institutional and high-net-worth portfolio management firm headquartered in Sawgrass Village in Ponte Vedra Beach (32082). Co-founded in 1998 and led by Co-Founding Principal, Co-CEO & Chief Investment Officer Dean E. McQuiddy, CFA® (CRD #4373760), Partner & Senior Equity Portfolio Manager Patrick A. Riley, CFA®, and President & Chief Compliance Officer Alicia Dator, the firm specializes in lower-volatility, downside-protected equity and core fixed-income portfolios tailored for retirees, family trusts, charitable endowments, and public retirement systems across St. Johns County and Northeast Florida.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Sawgrass Asset Management, LLC (CRD #108831); SEC IAPD Individual Profile — Dean E. McQuiddy, CFA® (CRD #4373760); Sawgrass Asset Management, LLC Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-55243; 100% employee-owned SEC-registered fee-only fiduciary RIA headquartered at 5000 Sawgrass Village Circle, Suite 32, Ponte Vedra Beach, FL 32082.
Issuer: CFA Institute / SEC
Notes: Anchored by Co-Founding Principal, Co-CEO & CIO Dean E. McQuiddy, CFA® (CRD #4373760), Partner Patrick A. Riley, CFA®, and President & CCO Alicia Dator.
Factual details and direct answers about Sawgrass Asset Management, LLC's services, licensing, and credentials.
Why is Sawgrass Asset Management's lower-volatility investment discipline important for Ponte Vedra Beach retirees?
Retirees drawing income from their portfolios or funding Vicar's Landing CCRC fees face sequence-of-returns risk during market downturns. Founded in Ponte Vedra Beach in 1998, Sawgrass Asset Management, LLC (CRD #108831, SEC File #801-55243) emphasizes high-quality, lower-volatility equity and fixed-income management designed to preserve capital in down markets.
Is Sawgrass Asset Management an independent, employee-owned fiduciary RIA?
Yes. Sawgrass Asset Management is 100% employee-owned and registered directly with the SEC (CRD #108831), operating as a pure fee-only fiduciary without brokerage commissions or proprietary bank product conflicts.
Where is Sawgrass Asset Management headquartered in Ponte Vedra Beach?
The firm's headquarters is located inside Sawgrass Village at 5000 Sawgrass Village Circle, Suite 32, Ponte Vedra Beach, Florida 32082, immediately adjacent to Vicar's Landing at Sawgrass and TPC Sawgrass.
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