SJW Investments LLC

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Assets, Funds, Holdings

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SJW Investments LLC
CRD #321155
SEC #802-126745
CIK #0000766829
AUM
Employees
Phone628-588-7200
Address111 Broadway, Floor 19
New York, NY 10006
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
VC Serena Ventures SPV LP - Series Karat [2026-03-30] 0.0 0.2
Filed 2022-02-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC Serena Ventures Fund I LP [2022-09-15] 0.0 79.8
Filed 2021-03-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Atlas Infrastructure Partners UK Ltd H2O America [2026-03-10]
Future Fund Board of Guardians H2O America [2026-03-06]
Amundi H2O America [2025-08-13]
State Street Corp H2O America [2025-05-13]
State Street Corp SJW Group [2025-02-05]
Moss Melinda C SJW Group [2023-02-14]
State Street Corp SJW Group [2023-02-10]
Nuance Investments LLC SJW Group [2021-02-12]
Price T Rowe Associates Inc /MD/ SJW Group [2019-02-14]
Vanguard Group Inc SJW Group [2019-02-12]
BlackRock Inc SJW Group [2019-02-08]
BlackRock Inc SJW Group [2017-01-30]
Lazard Asset Management LLC SJW Corp [2013-10-09]
Form 3/4/5 Subject 2011 - 2026
ATLAS Infrastructure Partners UK Ltd
GIP ATLAS Holdings Ltd
H2O America
Walters Andrew F
Kelly Ann P
Johnson A Kristen
Klein Rebecca A
Hanley Mary Ann
Guardino Carl
Heather Hunt
View All
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