SELLWOOD INVESTMENT PARTNERS LLC

CRD 164696File 801-76867

APPROVED

Retail clients

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.28B

Top 25% of cohort (national)

Discretionary AUM

$2.28B

Clients

72 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 5, 2012
Principal office: 6650 SW REDWOOD LANE, SUITE 370, PORTLAND, OR, 97224
Phone: (503) 596-2880
Website: HTTPS://X.COM/SELLWOODIP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.28B
Discretionary AUM: $2.28B
Non-discretionary AUM: $0
Discretionary accounts: 72
Non-discretionary accounts: 0
Total accounts: 72
AUM per client: $31.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$40.0M
Charitable organizations	36	$1.52B
High net worth individuals	11	$128.0M
Pension and profit sharing plans	20	$594.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — % ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.