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| Shearwater Capital LLC
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|---|---|
| CRD # | 115399 |
| SEC # | 801-77787 |
| CIK # | 0001905665 |
| AUM | 427.3 M (2026-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 314-434-4750 |
| Address | 2000 S Colorado Blvd Tower 1 Denver, CO 80222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905665 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Docusign Inc | 5.0 | ||
| Amazon Com Inc | 3.4 | ||
| Tesla Motors Inc | 1.9 | ||
| Steel Dynamics Inc | 1.7 | ||
| SPDR Gold Trust | 1.6 | ||
| Nvidia Corp | 1.3 | ||
| Alphabet Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 18.8 |
| (b) Individuals (high net worth individuals) | 120 | 402.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 731 | 427.3 |
| By Discretionary | ||
| Discretionary | 718 | 426.0 |
| Non-Discretionary | 13 | 1.2 |
| Total | 731 | 427.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 426.8 | |
| Total | 731 | 427.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905665] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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