Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Sweetwater Private Equity

Sweetwater Private Equity

Private equity with venture activity · probableEncinitas, CAsweetwaterpe.comSEC registered investment adviser

Sweetwater Private Equity is a boutique private equity manager that specializes in niche secondary opportunities – creating simple, streamlined investment opportunities.

registered adviser; venture funds are 9% of 6 private funds

Importance
42
elevated
Active deployment
30
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
15
moderate
Identity and regulatory footprint
Headquarters
Encinitas, CAadviserinfo.sec.gov
Office address
662 ENCINITAS BLVD, STE 250, Encinitas, CA, 92024adviserinfo.sec.gov
Business phone
760-652-6353adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 12, 2024
Private funds reported
6 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$972Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.1Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
14
Owners on Schedule A
Collabor8 Partners LLC (Member), C; Gamett Holdco LLC (Member), D; Mbsc Ventures LLC (Member), B
business email
info@sweetwaterpe.comsweetwaterpe.compublished by the subject
business phone
760-652-6353adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
13 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 85%Other 8%Other Technology 8%
lead rate n/afollow-on rate n/anew logos, 12 months 13
Funds and vehicles
0 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Sweetwater II D LPFund2021 adv first reportedWound down$49,020
May 5, 2022
3unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
23 current, 0 departed
Investments on record
13 edges, 13 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Ayar Labsportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Companycamportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
CompTIAportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Cross River Bankportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Crusoe Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Impact Advisorsportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
itemDataObject.attrTitle || nullportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Liveview Technologiesportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Railsrportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Ripplingportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Shield AI Incportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Sword Healthportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Tempoportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
31 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
5 dated events
  1. Mar 28, 2024
    Sweetwater II D LP no longer reported on Form ADV by Sweetwater Private Equity
  2. Mar 30, 2021
    Sweetwater II D LP first reported on Form ADV by Sweetwater Private Equity (Venture Capital Fund), GAV $17,500,000
  3. Aug 1, 2019
    Travis P. Greenwood joined Schedule A of Sweetwater Investment Management LLC as Chief Compliance Officer
  4. Jul 17, 2018
    Sweetwater Capital Partners first filed Form ADV (ERA)
  5. Jun 1, 2018
    Brent Anthony Granado joined Schedule A of Sweetwater Capital Partners as Managing Partner
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 9% of 6 private funds
Evidence
37 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserJun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2018-07-17Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-06-12Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone760-652-6353Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://sweetwaterpe.com/contact-us/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionSweetwater Private Equity is a boutique private equity manager that specializes in niche secondary opportunities – creating simple, streamlined investment opportunities.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionSweetwater Private Equity is a boutique private equity manager that specializes in niche secondary opportunities – creating simple, streamlined investment opportunities.
meta description
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees14Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersEncinitas, CAJun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address662 ENCINITAS BLVD, STE 250, Encinitas, CA, 92024Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://sweetwaterpe.com/portfolio/
15 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://sweetwaterpe.com/portfolio/
15 entries read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported6Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$972MJun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.1BJun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Team pagehttps://sweetwaterpe.com/our-team/
19 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://sweetwaterpe.com/our-team/
18 name/title pairs read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Jun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.SWEETWATERPE.COMJun 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome | Sweetwater Private Equity
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome | Sweetwater Private Equity
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)