Sweetwater Private Equity key facts
- Sweetwater Private Equity is a other based in Encinitas, California with 23 tracked portfolio companies.
- Notable positions include Shield AI, Automattic, EquipmentShare.
- PrivateMarketView records 3 deal participations by Sweetwater Private Equity.
- Sweetwater Private Equity’s most recent recorded investment was in Apr 2023.
- Sweetwater Private Equity has 2 funds on record, raising $700.0M across the 2 that report a size.
- The team roster lists 18 people.
About Sweetwater Private Equity
Founded in 2016, Sweetwater is a secondary buyer firm based in Encinitas, California. The firm prefers to invest in the technology, consumer, and health care sectors, acquiring equity interests predominantly through secondary transactions.
Investment focus
Its SEC Form ADV lists $202 million in regulatory assets under management across 11 private funds (Mar 2026).
Investment activity
Sweetwater Private Equity portfolio at a glance
23 portfolio companies are on record for Sweetwater Private Equity, including Shield AI, Automattic and EquipmentShare.
21 of the 23 carry a recorded valuation and 3 have recorded secondary-market trades, the names a secondary buyer or seller can price.
Sweetwater Private Equity funds
2 funds are on record for Sweetwater Private Equity, totalling $700 million across the 2 that report a size. The most recent is Sweetwater Private Equity III L.P. (2021 vintage), $550 million.
Sweetwater Private Equity team
18 people are on record at Sweetwater Private Equity: 5 associates, 4 analysts, 3 managing partners, 1 principal and 5 others. Senior names include Brent Granado (Managing Partner), Gregg Parise (Managing Partner) and James Gamett (Founder). 18 of them have a verified direct contact on file.
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Sweetwater Private Equity at the SEC
Form ADV · 2026-03 · CRD 297613- Regulatory AUM
- $201.7M
- Private fund assets
- $1.6B
- Private funds
- 11 · 11 private equity
- Staff
- 20
- Registered office
- ENCINITAS, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SWEETWATER INVESTMENT MANAGEMENT LLC).
- ·The top 10 names in the book — of 23 recorded positions
- ·Watchlist + alerts for Sweetwater Private Equity's activity
Portfolio
23 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Shield AI | Aerospace and Defense | ▮ | ▮ | ▮ |
| Automattic | — | ▮ | ▮ | ▮ |
| EquipmentShare | Other Commercial Services | ▮ | ▮ | ▮ |
+ 20 more companies · all 23, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Sweetwater Private Equity recent deals
3 recordedMembership and data by Private Market View
Funds
2 recorded- Sweetwater Private Equity III L.P.2021$550.0M
- Sweetwater Private Equity III (Cayman) L.P.2021$150.0M
$700.0M raised across the 2 funds that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Sweetwater Private Equity
- What companies does Sweetwater Private Equity invest in?
- Sweetwater Private Equity has 23 recorded portfolio companies, including Shield AI, Automattic, EquipmentShare.
- What is Sweetwater Private Equity's AUM?
- Sweetwater Private Equity manages approximately $1.4B in assets.
- Is Sweetwater Private Equity actively investing?
- Sweetwater Private Equity's most recent recorded investment was in Apr 2023.