Sweetwater Private Equity
Firm details
- Headquarters
- Encinitas, California
- CRD number
- 297613
- Registered since
- December 4, 2019
- Website
- sweetwaterpe.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sweetwater Private Equity is a private equity manager organized as a limited liability company and registered with the SEC in 2019. The firm focuses on portfolio management for pooled investment vehicles and acts as sponsor, general partner, and managing member of its funds. Its client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. Sweetwater does not identify as an active ESG investor and is not registered as a multi-state adviser; it also does not present itself as a pension consultant or a capital allocator to outside strategies.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Travis Greenwood
CFO & CCOCRD 7195531
Contacts
3 of 3
James Gamett
Founder & PartnerCRD 4374373

Brent Granado
PartnerCRD 6276146
Matthew Kelsay
PartnerCRD 8058702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Encinitas, CA
San Diego
Location
Encinitas, CA
Headquartered in Encinitas, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 662 Encinitas Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Cooper Capital Group
RIAEncinitas, CA
Salient Wealth Planning
RIAEncinitas, CA
Stone Steps Financial, LLC
RIAEncinitas, CA
Kelly Financial Group LLC
RIAEncinitas, CA
Stout Capital Management LLC
RIAEncinitas, CA
Stout Capital Management LLC
RIAEncinitas, CA