|
⚲
|
| Keyboard |
| Sherpa Capital Management LLC
✚
|
|
|---|---|
| CRD # | 336739 |
| SEC # | 801-133748 |
| CIK # | |
| AUM | 107.5 M (2026-03-27) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 302-235-1284 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 27.7 |
| (b) Individuals (high net worth individuals) | 56 | 78.3 |
| (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 | 1.4 |
| (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 | 0 | 0.0 |
| Total | 409 | 107.5 |
| By Discretionary | ||
| Discretionary | 407 | 105.8 |
| Non-Discretionary | 2 | 1.7 |
| Total | 409 | 107.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.5 | |
| Total | 409 | 107.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Forthright Capital Advisory LLC
✚
|
NV | 107.7 M |
|
Randall Financial Group LLC
✚
|
RI | 107.6 M |
|
Soulence Wealth Management II LLC
✚
|
UT | 107.5 M |
|
Idle Hill Advisors LLC
✚
|
SC | 107.5 M |
|
Meschel Wealth Management LLC
✚
|
107.5 M | |
|
SKM Wealth Advisors LLC
✚
|
PA | 107.5 M |
|
Dove Investment Research and Management Inc
✚
|
CA | 107.4 M |
|
North Bay Wealth Management
✚
|
CA | 107.3 M |
|
Strickler Investment Services LLC
✚
|
MI | 107.3 M |
|
Omnitrust Wealth Management Inc
✚
|
FL | 107.2 M |