Investment adviser · CRD 161054
SAWYER CAPITAL MANAGEMENT
Investment adviser filing (IA)
SAWYER CAPITAL MANAGEMENT, INC.
· Form ADV filed Jul 29, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 15 | $84,639,459 | 67.8% |
| Individuals | 30 | $32,767,430 | 26.2% |
| Retirement plans | 1 | $7,470,109 | 6.0% |
Filing source
Form ADV 2122609 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 161054
Filing source
Form ADV 2122609 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.