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Matthew Chase Kelsay

PartnerSweetwater Investment Management LLCCRD 8058702

About Matthew Chase Kelsay

Matthew Chase Kelsay is listed as Partner at Sweetwater Investment Management LLC in Encinitas, CA. Form ADV reports a beneficial ownership band of Under 5%. Matthew Chase Kelsay is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Sweetwater Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Chase Kelsay work?

Matthew Chase Kelsay is listed as Partner at Sweetwater Investment Management LLC on SEC Form ADV.

How much of Sweetwater Investment Management LLC does Matthew Chase Kelsay own?

Form ADV reports a beneficial ownership band of Under 5%.

Sweetwater Investment Management LLC

TitlePartner
OwnershipUnder 5%
Control personYes
Since2024
View Sweetwater Investment Management LLC →

Sweetwater Investment Management LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2025
View Sweetwater Investment Management LLC →