SWEETWATER INVESTMENT MANAGEMENT LLC
Legal name: SWEETWATER PRIVATE EQUITY
CRD #297613 SEC #801-117733 ENCINITAS, CA 760-652-6353
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
21
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.4B | $1.4B | $0 | 21 | 0 |
| Aug 2025 | $1.4B | $1.4B | $0 | 21 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 21 | 0 |
| Jun 2024 | $1.1B | $1.1B | $39.5M | 14 | 0 |
| Mar 2024 | $1.1B | $1.1B | $39.5M | 14 | 0 |
| Mar 2023 | $823.9M | $786.8M | $37.1M | 10 | 0 |
| Mar 2023 | $823.9M | $786.8M | $37.1M | 10 | 0 |
| May 2022 | $887.6M | $847.1M | $40.5M | 10 | 0 |
| Mar 2022 | $887.6M | $847.1M | $40.5M | 10 | 0 |
| Apr 2021 | $596M | $530.2M | $65.8M | 7 | 0 |
| Mar 2021 | $586.1M | $520.2M | $65.8M | 7 | 0 |
| Oct 2020 | $314.7M | $240.2M | $74.5M | 7 | 0 |
| May 2020 | $314.7M | $240.2M | $74.5M | 7 | 0 |
| Mar 2020 | $314.7M | $240.2M | $74.5M | 7 | 0 |
| Nov 2019 | $206.8M | $206.8M | $0 | 7 | 0 |
DateAug 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateAug 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.5M
Employees14
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.5M
Employees14
Clients0
DateMar 2023
Total AUM$823.9M
Discretionary$786.8M
Non-Disc.$37.1M
Employees10
Clients0
DateMar 2023
Total AUM$823.9M
Discretionary$786.8M
Non-Disc.$37.1M
Employees10
Clients0
DateMay 2022
Total AUM$887.6M
Discretionary$847.1M
Non-Disc.$40.5M
Employees10
Clients0
DateMar 2022
Total AUM$887.6M
Discretionary$847.1M
Non-Disc.$40.5M
Employees10
Clients0
DateApr 2021
Total AUM$596M
Discretionary$530.2M
Non-Disc.$65.8M
Employees7
Clients0
DateMar 2021
Total AUM$586.1M
Discretionary$520.2M
Non-Disc.$65.8M
Employees7
Clients0
DateOct 2020
Total AUM$314.7M
Discretionary$240.2M
Non-Disc.$74.5M
Employees7
Clients0
DateMay 2020
Total AUM$314.7M
Discretionary$240.2M
Non-Disc.$74.5M
Employees7
Clients0
DateMar 2020
Total AUM$314.7M
Discretionary$240.2M
Non-Disc.$74.5M
Employees7
Clients0
DateNov 2019
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees7
Clients0