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Building 2SHERPA CAPITAL MANAGEMENT

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Phone302-235-1284
NotebookSEC #801-133748
Total AUM
$107.5M
Employees
3
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
302-235-1284
Other Offices
1

ReceiptFinancials

Total AUM
$107.5M
Accounts
409
Discretionary
$105.8M
Accounts
407
Non-Discretionary
$1.7M
Accounts
2

ContactClients

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Individual Clients
102
AUM
$27.7M
HNW Individual Clients
56
AUM
$78.3M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLNHNJNYPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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