{
  "crd_number": 317749,
  "slug": "sweater-industries-llc-boulder-co-317749",
  "primary_business_name": "SWEATER INDUSTRIES LLC",
  "legal_name": "SWEATER INDUSTRIES LLC",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-01-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 16149770.0,
  "raum_discretionary": 16149770.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 16110668.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 39102.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://facebook.com/sweaterventures",
    "https://instagram.com/sweater_vc",
    "https://linkedin.com/company/sweaterventures",
    "https://sweaterventures.com",
    "https://tiktok.com/@sweaterventures",
    "https://twitter.com/sweaterventures",
    "https://youtube.com/channel/UCceTq5CFuw86ZAnDw4URJsA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317749",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/sweater-industries-llc-boulder-co-317749",
  "display_name": "Sweater Industries LLC",
  "summary": "Sweater Industries LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Sweater Industries LLC (CRD 317749): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sweater Industries LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sweater Industries LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Sweater Industries LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sweater Industries LLC located?",
      "a": "Sweater Industries LLC's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Sweater Industries LLC registered with the SEC or a state?",
      "a": "Sweater Industries LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317749."
    },
    {
      "q": "How much does Sweater Industries LLC manage?",
      "a": "Sweater Industries LLC reports $16,149,770 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sweater Industries LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Sweater Industries LLC: Regulatory assets under management: $0 in the October 2022 data and $16,149,770 in the October 2026 data. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sweater Industries LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Sweater Industries LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317749"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11499745.0,
      "total_employees": 26,
      "filing_date": "2023-08-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13840112.0,
      "total_employees": 8,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15300044.0,
      "total_employees": 7,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16149770.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "the Adviser is entitled to a Management Fee, which is calculated and payable monthly in arrears at the annual rate of 2% of the average daily calculated net asset value (“N AV”) of the Cashmere Fund."
        ]
      }
    ],
    "quotes": [
      "the Adviser is entitled to a Management Fee, which is calculated and payable monthly in arrears at the annual rate of 2% of the average daily calculated net asset value (“N AV”) of the Cashmere Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sweater-industries-llc-boulder-co-317749.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 16110668.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 39102.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317749",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}