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SWEETWATER PRIVATE EQUITY

SWEETWATER INVESTMENT MANAGEMENT LLC

CRD 297613 · SEC 801-117733

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662 ENCINITAS BLVD, STE 250, ENCINITAS, CA, 92024, United States

Phone

760-652-6353

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.58B

Discretionary AUM

$1.58B

Team

20 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles14$1.58B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD