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Sweetwater Investment Management LLC

● SEC registered since 2019CRD 297613SEC# 801-117733Encinitas, CA
Export (members)
Ranks #2,296 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.37B
Fund GAV
$1.48B
Private funds
9
Employees
21
Accounts
12
Location
Encinitas, CA

Sweetwater Investment Management LLC assets under management

Sweetwater Investment Management LLC is an investment advisory firm registered with the SEC based in Encinitas, CA. The firm has been registered since 2019. It reports $1.4 billion in regulatory assets under management and employs 21 people. Sweetwater Investment Management LLC manages 9 private funds with combined gross assets of $1.5 billion, including Sweetwater Private Equity III L.P. By regulatory assets, it ranks 2,296 of 5,911 private fund managers.

Sweetwater Investment Management LLC private funds

9 funds · $1.48B GAV
FundTypeGross assetsMin.
Sweetwater Private Equity III L.P.Private Equity$710M$75K
Sweetwater Secondaries Fund II L.P.Private Equity$299.9M$75K
Sweetwater Secondaries Fund IV L.P.Private Equity$224.8M
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Sweetwater Investment Management LLC owners & executives

13 reported
NameTitleOwnershipSince
Brent Anthony Granado ControlPartnerUnder 5%2018
Gamett Holdco LLC ControlMemberOver 75%2021
Gregory David Parise ControlPartnerUnder 5%2018
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Frequently asked questions

How much does Sweetwater Investment Management LLC manage?

Sweetwater Investment Management LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Sweetwater Investment Management LLC manage?

Sweetwater Investment Management LLC manages 9 private funds with combined gross assets of $1.5 billion.

How many employees does Sweetwater Investment Management LLC have?

Sweetwater Investment Management LLC reports 21 employees.

Where is Sweetwater Investment Management LLC located?

Sweetwater Investment Management LLC is based in Encinitas, CA and has been SEC-registered since 2019.

Does Sweetwater Investment Management LLC disclose fund performance?

Sweetwater Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address662 Encinitas Blvd, Ste 250, Encinitas, CA 92024
Phone760-652-6353
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.37B
Non-discretionary$0
Total (RAUM)$1.37B

Service providers