Sweetwater Private Equity
Sweetwater Private Equity (CRD# 297613) is a financial advisory firm headquartered in Encinitas, CA. They manage $1,139,916,747 in 9 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,140MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$126,657,416
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Sweetwater Private Equity
No Advisor Found.
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