Sweetwater Investment Management provides portfolio management for pooled vehicles. The firm advises 11 private funds.
Sweetwater Investment Management reports 14 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.58B across 14 accounts) are managed with discretion. Of its clients, 21% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $1.58B | 100.0% | $113M |
| Total | 14 | $1.58B | 100% | $113M |
- Clients
- 14
- Regulatory AUM
- $1.58B
- AUM share
- 100.0%
- Avg. per client
- $113M
Total
- Clients
- 14
- Regulatory AUM
- $1.58B
- AUM share
- 100%
- Avg. per client
- $113M
- Clients outside the U.S.
- 21%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 11
Sweetwater Investment Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Gamett Holdco LLC owns 75% or more of Sweetwater Investment Management and is in turn owned by James Gamett (75% or more). The leadership team of Sweetwater Investment Management includes Chief Compliance Officer Travis Greenwood. It has 20 employees, 11 of them in advisory roles.
Leadership
- Travis GreenwoodChief Compliance Officer / Partner
- James GamettPartner
- Brent GranadoPartner
- Matthew KelsayPartner
Staff
- 20 employees
- 11 in advisory functions
- Owns 75% or more of Sweetwater Investment Management LLC
Gamett Holdco LLC
Control person · since December 2021
- Owns 75% or more of Gamett Holdco LLC
James Gamett
Control person · since December 2021
- Owns 75% or more of Sweetwater Investment Management LLC
Travis Greenwood
Control person · since June 2025
- Owns 10% to 25% of Sweetwater Investment Management LLC
MBSC Ventures LLC
since June 2019
- Owns 75% or more of MBSC Ventures LLC
Brent Granado
Control person · since February 2019
- Owns 5% to 10% of Sweetwater Investment Management LLC
Kelsay Capital Partners Inc.
since July 2025
- Owns 75% or more of Kelsay Capital Partners Inc.
Matthew Kelsay
Control person · since June 2025
Sweetwater Investment Management’s regulatory assets grew 2.7× from $596M (April 2021) to $1.58B (August 2026); clients rose from 5 to 14 and employees from 7 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.58B | 14 | 20 | 1 |
| March 2025 | $1.29B | 12 | 21 | 2 |
| June 2024 | $1.14B | 9 | 14 | 2 |
| March 2023 | $824M | 7 | 10 | 1 |
| May 2022 | $888M | 8 | 10 | 2 |
| April 2021 | $596M | 5 | 7 | 1 |
Besides its headquarters, Sweetwater Investment Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 662 Encinitas BLVD, Ste 250, EncinitasHQ
Other business names
Sweetwater Investment Management has reported 1 other business name to the SEC.
- Dba. Sweetwater Private Equity
Contact and registration details
- Legal name
- Sweetwater Investment Management LLC
- Headquarters
- 662 Encinitas BLVD, Ste 250, Encinitas, CA 92024
- Website
- sweetwaterpe.com
- Phone
- 760-652-6353
- @sweetwater-private-equity
- SEC file
- 801-117733
- Structure
- Delaware LLC
- Fiscal year end
- December
Sweetwater Investment Management has custody of client assets.
How many clients does Sweetwater Investment Management have?
Sweetwater Investment Management has 14 clients and manages $1.58 billion for them, as of August 2026. They include 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Sweetwater Investment Management offer?
Sweetwater Investment Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sweetwater Investment Management have?
Sweetwater Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 20 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Sweetwater Investment Management?
Sweetwater Investment Management is owned through holding companies by Brent Granado, James Gamett and Matthew Kelsay. Its direct owners are MBSC Ventures LLC (10% to 25%), Gamett Holdco LLC (75% or more), Kelsay Capital Partners Inc. (5% to 10%) and Travis Greenwood (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Sweetwater Investment Management get paid?
Sweetwater Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sweetwater Investment Management?
Sweetwater Investment Management’s main office is at 662 Encinitas BLVD, Ste 250, Encinitas, CA 92024. Its phone number is 760-652-6353. Its website is sweetwaterpe.com.