Sweetwater Investment Management Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 14
- Avg AUM / client
- $113M
- Accounts
- 14
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $1.6B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $972M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sweetwater Private Equity Iii L.P. master | Private Equity Fund | Delaware | $408M | 98 |
| Sweetwater Secondaries Fund Ii L.P. master | Private Equity Fund | Delaware | $398M | 95 |
| Sweetwater Iii B Lp | Private Equity Fund | Delaware | $78.6M | 4 |
| Sweetwater Iii A Lp | Private Equity Fund | Delaware | $36.6M | 5 |
| Sweetwater Ii E Lp | Private Equity Fund | Delaware | $32.1M | 4 |
| Sweetwater Secondaries Affiliates Fund Ii L.P. | Private Equity Fund | Delaware | $19.3M | 13 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Les Schwab Profit Sharing Retirement Plan Les Schwab Warehouse Center, Llc | 2024 | |
| Cox Enterprises, Inc. Pension Plan Cox Enterprises, Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gamett, James, Bunker | Managing Partner | Apr 2018 (8y) | ≈ 37.5% – 75% via Gamett Holdco Llc | |
| Parise, Gregory, David | Managing Partner | Apr 2018 (8y) | ≈ 18.75% – 50% via Collabor8 Partners Llc | |
| Granado, Brent, Anthony | Managing Partner | Jun 2018 (8y) | ≈ 7.5% – 25% via Mbsc Ventures Llc | |
| Greenwood, Travis, P. | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gamett Holdco Llc | Member | Dec 2021 | A | 50% – 75% |
| Collabor8 Partners Llc | Member | Dec 2021 | A | 25% – 50% |
| Mbsc Ventures Llc | Member | Jun 2019 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gamett, James, Bunker: 75% – 100% of Gamett Holdco Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Parise, Gregory, David: 75% – 100% of Collabor8 Partners Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Granado, Brent, Anthony: 75% – 100% of Mbsc Ventures Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $972M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sweetwater Private Equity Iii L.P. | Private Equity Fund | $408M | $75.0K | 98 |
| Sweetwater Secondaries Fund Ii L.P. | Private Equity Fund | $398M | $75.0K | 95 |
| Sweetwater Iii B Lp | Private Equity Fund | $78.6M | $1.0M | 4 |
| Sweetwater Iii A Lp | Private Equity Fund | $36.6M | $1.0M | 5 |
| Sweetwater Ii E Lp | Private Equity Fund | $32.1M | $1.0M | 4 |
| Sweetwater Secondaries Affiliates Fund Ii L.P. | Private Equity Fund | $19.3M | $100K | 13 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Les Schwab Profit Sharing Retirement Plan | Les Schwab Warehouse Center, Llc | 6,051 | $865M | 01/01/2024 |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | 20,043 | $7.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗