SWEETWATER INVESTMENT MANAGEMENT LLC

SWEETWATER PRIVATE EQUITY
ENCINITAS, California·4 registered advisors·CRD# 297613
SEC# 801-1177331760-652-6353
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at SWEETWATER INVESTMENT MANAGEMENT LLC

4 registered advisors
Brent Anthony Granado
ENCINITAS, California
Gregory David Parise
ENCINITAS, California
James Bunker Gamett
ENCINITAS, California
Travis P. Greenwood
ENCINITAS, California
05

Office Locations

ENCINITAS, California
4 advisors

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Data sourced from SEC Form ADV filings. SWEETWATER INVESTMENT MANAGEMENT LLC (CRD# 297613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.