SHEARWATER CAPITAL, LLC
Legal name: SHEARWATER CAPITAL
CRD #115399 SEC #801-77787 DENVER, CO 314-434-4750
SEC Registered
Total AUM
$348.2M
Discretionary
$347.2M
Employees
4
Clients
10
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $348.2M | $347.2M | $1M | 4 | 0 |
| Mar 2024 | $306.9M | $305.8M | $1.1M | 4 | 0 |
| Jan 2024 | $306.9M | $305.8M | $1.1M | 4 | 0 |
| Mar 2023 | $279.8M | $278.5M | $1.3M | 4 | 0 |
| Feb 2022 | $306M | $304.7M | $1.3M | 5 | 0 |
| Oct 2021 | $308.6M | $307.4M | $1.2M | 1 | 0 |
| Feb 2021 | $308.6M | $307.4M | $1.2M | 1 | 0 |
| May 2020 | $249.7M | $248.5M | $1.2M | 1 | 0 |
| Feb 2020 | $249.7M | $248.5M | $1.2M | 1 | 0 |
| Mar 2019 | $217.4M | $216.2M | $1.2M | 1 | 0 |
| Aug 2018 | $201M | $199.7M | $1.2M | 1 | 0 |
| Feb 2018 | $201M | $199.7M | $1.2M | 1 | 0 |
| Mar 2017 | $173.7M | $172.6M | $1.1M | 1 | 200 |
| Mar 2016 | $140.5M | $139.5M | $1M | 1 | 200 |
| Mar 2015 | $142.6M | $141.6M | $1M | 1 | 200 |
| Mar 2014 | $126.2M | $124.7M | $1.5M | 1 | 200 |
| Mar 2013 | $101.5M | $100.3M | $1.2M | 1 | 200 |
| Jun 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| Jun 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| Jun 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| May 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| May 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| Feb 2012 | $82.4M | $82.4M | $0 | 1 | 200 |
| Mar 2011 | $75M | $75M | $0 | 5 | -- |
| Mar 2011 | $75M | $75M | $0 | 5 | -- |
| Feb 2011 | $75M | $75M | $0 | 5 | -- |
| Mar 2010 | $59.7M | $57.7M | $2M | 5 | -- |
| Feb 2009 | $38.2M | $38M | $152.7K | 5 | -- |
| Feb 2009 | $38.2M | $38M | $152.7K | 5 | -- |
| Feb 2009 | $38.2M | $38M | $152.7K | 5 | -- |
| Feb 2007 | $43.3M | $43.3M | $0 | 5 | -- |
DateFeb 2025
Total AUM$348.2M
Discretionary$347.2M
Non-Disc.$1M
Employees4
Clients0
DateMar 2024
Total AUM$306.9M
Discretionary$305.8M
Non-Disc.$1.1M
Employees4
Clients0
DateJan 2024
Total AUM$306.9M
Discretionary$305.8M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2023
Total AUM$279.8M
Discretionary$278.5M
Non-Disc.$1.3M
Employees4
Clients0
DateFeb 2022
Total AUM$306M
Discretionary$304.7M
Non-Disc.$1.3M
Employees5
Clients0
DateOct 2021
Total AUM$308.6M
Discretionary$307.4M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2021
Total AUM$308.6M
Discretionary$307.4M
Non-Disc.$1.2M
Employees1
Clients0
DateMay 2020
Total AUM$249.7M
Discretionary$248.5M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2020
Total AUM$249.7M
Discretionary$248.5M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2019
Total AUM$217.4M
Discretionary$216.2M
Non-Disc.$1.2M
Employees1
Clients0
DateAug 2018
Total AUM$201M
Discretionary$199.7M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2018
Total AUM$201M
Discretionary$199.7M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2017
Total AUM$173.7M
Discretionary$172.6M
Non-Disc.$1.1M
Employees1
Clients200
DateMar 2016
Total AUM$140.5M
Discretionary$139.5M
Non-Disc.$1M
Employees1
Clients200
DateMar 2015
Total AUM$142.6M
Discretionary$141.6M
Non-Disc.$1M
Employees1
Clients200
DateMar 2014
Total AUM$126.2M
Discretionary$124.7M
Non-Disc.$1.5M
Employees1
Clients200
DateMar 2013
Total AUM$101.5M
Discretionary$100.3M
Non-Disc.$1.2M
Employees1
Clients200
DateJun 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$59.7M
Discretionary$57.7M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2009
Total AUM$38.2M
Discretionary$38M
Non-Disc.$152.7K
Employees5
Clients--
DateFeb 2009
Total AUM$38.2M
Discretionary$38M
Non-Disc.$152.7K
Employees5
Clients--
DateFeb 2009
Total AUM$38.2M
Discretionary$38M
Non-Disc.$152.7K
Employees5
Clients--
DateFeb 2007
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees5
Clients--