Investment adviser · CRD 164696
SELLWOOD INVESTMENT PARTNERS LLC
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $2.28B Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 36 | $1,520,600,000 | 66.6% |
| Retirement plans | 20 | $594,100,000 | 26.0% |
| High-net-worth individuals | 11 | $128,000,000 | 5.6% |
| Corporations & businesses | 5 | $40,000,000 | 1.8% |
Filing source
Form ADV 2116312 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6650 SW REDWOOD LANE, SUITE 370PORTLAND, OR, 97224, United States
CRD 164696
Filing source
Form ADV 2116312 · Jun 29, 2026 · 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.