Overview
Assets Under Management: $2.3 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 11
Average Client Assets: $11.6 million
Frequently Asked Questions
SELLWOOD INVESTMENT PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164696), SELLWOOD INVESTMENT PARTNERS LLC is subject to fiduciary duty under federal law.
SELLWOOD INVESTMENT PARTNERS LLC is headquartered in PORTLAND, OR.
SELLWOOD INVESTMENT PARTNERS LLC serves 11 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, SELLWOOD INVESTMENT PARTNERS LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SELLWOOD INVESTMENT PARTNERS LLC manages $2.3 billion in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, SELLWOOD INVESTMENT PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.61%
Average Client Assets: $11.6 million
Total Client Accounts: 72
Discretionary Accounts: 72
Regulatory Filings
CRD Number: 164696
Filing ID: 2061820
Last Filing Date: 2026-03-02 18:45:06