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SWEETWATER INVESTMENT MANAGEMENT LLC, CRD 297613
ENCINITAS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SWEETWATER PRIVATE EQUITY III L.P. | Private Equity Fund | $408M | Jun 12, 2024 | 98 | Mar 29, 2022 | reported | 021-401829 |
| SWEETWATER SECONDARIES FUND II L.P. | Private Equity Fund | $398M | Jun 12, 2024 | 95 | Jul 17, 2018 | reported | 021-312679 |
| SWEETWATER III B LP | Private Equity Fund | $78.6M | Jun 12, 2024 | 4 | Mar 28, 2024 | reported | 021-496831 |
| SWEETWATER III A LP | Private Equity Fund | $36.6M | Jun 12, 2024 | 5 | Mar 28, 2024 | reported | 021-480996 |
| SWEETWATER II E LP | Private Equity Fund | $32.1M | Jun 12, 2024 | 4 | Mar 29, 2022 | reported | 021-401779 |
| SW SECONDARIES II A LLC | Private Equity Fund | $27.4M | Oct 30, 2020 | 1 | Jul 17, 2018 | dropped | 021-312680 |
| SWEETWATER II C LLC | Private Equity Fund | $20.9M | Oct 30, 2020 | 1 | Nov 4, 2019 | dropped | n/a |
| SWEETWATER SECONDARIES AFFILIATES FUND II L.P. | Private Equity Fund | $19.3M | Jun 12, 2024 | 13 | Mar 30, 2021 | reported | 021-364187 |
| SWEETWATER REVELATION, LLC | Private Equity Fund | $6.5M | Oct 30, 2020 | 1 | Nov 4, 2019 | dropped | 021-335597 |
| SW SECONDARIES II B LLC | Private Equity Fund | $4.7M | Oct 30, 2020 | 4 | Nov 4, 2019 | dropped | 021-335594 |
| SWEETWATER II D LP | Venture Capital Fund | $49,020 | May 5, 2022 | 3 | Mar 30, 2021 | dropped | 021-382049 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COLLABOR8 PARTNERS LLC | Member | C | yes | 12/2021 | Mar 29, 2022 | Jun 12, 2024 |
| GAMETT HOLDCO LLC | Member | D | yes | 12/2021 | Mar 29, 2022 | Jun 12, 2024 |
| GAMETT, JAMES, BUNKER | MANAGING MEMBER | E | yes | 12/2021 | Nov 4, 2019 | Jun 12, 2024 |
| GAMETT, JAMES, BUNKER | MANAGING PARTNER | Na | yes | 04/2018 | Nov 4, 2019 | Jun 12, 2024 |
| GRANADO, BRENT, ANTHONY | MANAGING MEMBER | E | yes | 02/2019 | Nov 4, 2019 | Jun 12, 2024 |
| GRANADO, BRENT, ANTHONY | MANAGING PARTNER | Na | yes | 06/2018 | Nov 4, 2019 | Jun 12, 2024 |
| Greenwood, Travis, P. | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2019 | Nov 4, 2019 | Jun 12, 2024 |
| PARISE, GREGORY, DAVID | MANAGING MEMBER | E | yes | 12/2021 | Nov 4, 2019 | Jun 12, 2024 |
| PARISE, GREGORY, DAVID | MANAGING PARTNER | Na | yes | 04/2018 | Nov 4, 2019 | Jun 12, 2024 |
| MBSC VENTURES LLC | Member | B | no | 06/2019 | Mar 30, 2021 | Jun 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SWEETWATER PRIVATE EQUITY III GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SWEETWATER SECONDARIES FUND II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Charleston | Sc | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.6B | $1.6B | 20 | 11 | 0 | 11 | n/a |
| 2024 | Mar 28, 2025 | $1.3B | $1.3B | 21 | 14 | 1 | 9 | n/a |
| 2023 | Mar 28, 2024 | $1.1B | $1.1B | 14 | 11 | 1 | 6 | $972M |
| 2022 | Mar 29, 2023 | $824M | $787M | 10 | 7 | 0 | 4 | $624M |
| 2021 | Mar 29, 2022 | $888M | $847M | 10 | 8 | 1 | 5 | $705M |
| 2020 | Mar 30, 2021 | $586M | $520M | 7 | 7 | 0 | 3 | $364M |
| 2019 | Mar 23, 2020 | $315M | $240M | 7 | 7 | 0 | 5 | $175M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.6B | $1.3B | 22.2% | $824M | 24.2% | 20 | 21 | 0 | 1 |