# Sweater Industries LLC

> 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.

- CRD: 317749
- Filed as: SWEATER INDUSTRIES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317749
- AdvisorCensus page: https://advisorcensus.com/firm/sweater-industries-llc-boulder-co-317749

## Quick answers

**How is Sweater Industries LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sweater Industries LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Sweater Industries LLC's brochure say about its fees?**
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.

**Where is Sweater Industries LLC located?**
Sweater Industries LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Sweater Industries LLC registered with the SEC or a state?**
Sweater Industries LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317749.

**How much does Sweater Industries LLC manage?**
Sweater Industries LLC reports $16,149,770 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sweater Industries LLC's assets and staff changed since 2022?**
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.

**What types of clients does Sweater Industries LLC serve?**
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).

**Does Sweater Industries LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 2% of assets a year

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $16,149,770
- Discretionary: $16,149,770
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $16,110,668 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $39,102 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sweaterventures.com
- Facebook @sweaterventures
- Instagram @sweater_vc
- LinkedIn @sweaterventures
- TikTok @sweaterventures
- X @sweaterventures
- YouTube @UCceTq5CFuw86ZAnDw4URJsA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | September 19, 2022 |
| October 2023 | $11,499,745 | 26 | August 1, 2023 |
| October 2024 | $13,840,112 | 8 | March 26, 2024 |
| October 2025 | $15,300,044 | 7 | March 20, 2025 |
| October 2026 | $16,149,770 | 7 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sweater Industries LLC (CRD 317749): Form ADV filing data as of October 2026.
