AUMdb

Sweater Industries Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 317749 · SEC file 801-122933 · Boulder, CO · www.youtube.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$16.1M
Discretionary
$16.1M
Clients
2
Avg AUM / client
$8.1M
Accounts
2
Employees
7

AUM over time

$0 $16.1M
Nov 24, 2021 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $16.1M 99.8%
Pooled investment vehicles (non-investment companies) 1 $39.1K 0.24%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $236K combined gross assets

FundTypeDomicileGross assetsOwners
Sweater Industries Member Spv Llc Venture Capital Fund Delaware $236K 63

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Randall, Jesse, K Chief Executive Officer Nov 2019 (7y) ≈ 18.75% – 50% via Sweater Inc.
Clark, Emma, Donaho Chief Compliance Officer, Chief Operating Officer Dec 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Sweater Inc. Member Jul 2021 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Randall, Jesse, K: 25% – 50% of Sweater Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $236K gross assets)

FundTypeGross assetsMin. investmentOwners
Sweater Industries Member Spv Llc Venture Capital Fund $236K $1.0K 63

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.17 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗