Sweetwater Private Equity

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$113M
Accounts
14
Employees
20
Advisory reps
4

Firm details

Headquarters
Encinitas, California
CRD number
297613
Registered since
December 4, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Travis Greenwood

    Travis Greenwood

    CFO & CCOCRD 7195531

Contacts

3 of 3
  • James Gamett

    James Gamett

    Founder & PartnerCRD 4374373

  • Brent Granado

    Brent Granado

    PartnerCRD 6276146

  • Matthew Kelsay

    PartnerCRD 8058702

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth