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 limited liability company that operates as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2019 and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of those vehicles. Its compensation mix includes both a percentage-of-assets fee and performance-based fees. Sweetwater does not identify as an active ESG investor, and it is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 3JAMES GAMETT
Founder & PartnerCRD 4374373
Matthew Kelsay
PartnerCRD 8058702
BRENT GRANADO
PartnerCRD 6276146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENCINITAS, CA
SAN DIEGO
Location
ENCINITAS, CA
Headquartered in ENCINITAS, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 662 Encinitas Blvd
- Time zone
- PT (UTC-8)
- Office locations
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