Investment adviser · CRD 326308
SHERPA PARTNERS, INC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
WASHINGTON, DC, United States · Form ADV filed Mar 28, 2024
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
APOGEE HEALTH, LPOther Private Fund · Last reported Mar 28, 2024$3.98MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3156700957
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-47019
Form ADV 1859229 · Mar 28, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 28, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
1032 15TH ST NW, 418WASHINGTON, DC, 20005, United States
CRD 326308
Filing source
Form ADV 1859229 · Mar 28, 2024 · 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.