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| SJW Investments LLC
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|---|---|
| CRD # | 321155 |
| SEC # | 802-126745 |
| CIK # | 0000766829 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 628-588-7200 |
| Address | 111 Broadway, Floor 19 New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Serena Ventures SPV LP - Series Karat | [2026-03-30] | 0.2 M | |
| Filed 2022-02-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Serena Ventures Fund I LP | [2022-09-15] | 79.8 M | |
| Filed 2021-03-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Investment Adviser Sjw Investments LLC | Promoter | 2 | 1 | |
| General Partner Serena Ventures SPV GP LLC | Promoter | 1 | 1 | |
| General Partner Serena Venture Partners GP LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000766829] | |
| 10-Q | [0000766829] | |
| 3 | [0000766829] | |
| 4 | [0000766829] | |
| 5 | [0000766829] | |
| 8-K | [0000766829] | |
| SC 13G | [0000766829] |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
H2O America HTO
Common Stck · derivative
|
2026-03-02 | Grant | 145 | ||
|
H2O America HTO
Common Stock
|
2026-03-01 | Grant | 505 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,707 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 2,743 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,704 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 2,166 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Tax withheld | 521 | $53.79 | 28,025 |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,312 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,503 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Tax withheld | 378 | $53.79 | 20,333 |
|
H2O America HTO
Common Stock
|
2026-02-27 | Tax withheld | 470 | $53.79 | 25,281 |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 5,950 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,384 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Tax withheld | 605 | $53.79 | 32,543 |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,263 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-02-27 | Grant | 1,263 | $0.00 | |
|
H2O America HTO
Common Stock
|
2026-01-03 | Tax withheld | 152 | $49.86 | 7,579 |
|
H2O America HTO
Common Stock
|
2026-01-03 | Tax withheld | 178 | $49.86 | 8,875 |
|
H2O America HTO
Common Stock
|
2026-01-03 | Tax withheld | 216 | $49.86 | 10,770 |
|
H2O America HTO
Common Stock
|
2026-01-03 | Tax withheld | 160 | $49.86 | 7,978 |
| showing 20 of 200 most recent transactions | |||||