Sweetwater Investments Inc

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Sweetwater Investments Inc ✚
CRD #	107493
SEC #	801-35176
CIK #
AUM
Employees	7 (86% Investors, 0% Brokers)
Phone	425-861-0112
Address	8561 154th Avenue NE Redmond, WA 98052
Source	[IAPD] [Website] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	Sweetwater Income Flood LP	2016-03-22		55.7
HF	Income Flood LP	2012-02-03		71.9

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	31	11.6
(b) Individuals (high net worth individuals)	191	384.2
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	10	1,074.7
Total	182	1,056.1
By Discretionary
Discretionary	157	557.8
Non-Discretionary	25	498.3
Total	182	1,056.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,056.1
Total	182	1,056.1

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Sweetwater Investments Inc

Assets, Funds, Holdings