Investment adviser · CRD 173077

SELLERY PORTFOLIO MANAGEMENT, LLC

Investment adviser filing (IA)

INDIANAPOLIS, IN, United States · Form ADV filed Aug 19, 2016

Regulatory AUM
$2.48M
Form ADV · Item 5.F
Client accounts
27
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 19, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

8801 RIVER CROSSING BLVD., SUITE 100
INDIANAPOLIS, IN, 46240, United States

CRD 173077

Filing source

Form ADV 1028498 · Aug 19, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.