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SHERPA CAPITAL MANAGEMENT
SHERPA CAPITAL MANAGEMENT, LLC
CRD 336739 · SEC 801-133748
DE, United States
Phone
302-235-1284
Fax
302-235-1284
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.5M
Discretionary AUM
$105.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $27.7M |
| High net worth individuals | 56 | $78.3M |
States served
DE, NJ, NY, PA, NH, FL
Official SEC filing: View on IAPD