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SELLWOOD INVESTMENT PARTNERS LLC
CRD 164696File 801-76867
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.28B
Clients
72
72 accounts
Employees
16
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
- HTTP://WWW.SELLWOODIP.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 68 | 72 | increased by4 |
| Apr 1, 2026 | AUM | $1,959,500,000 | $2,282,700,000 | increased by$323,200,000 |
| Apr 1, 2026 | Accounts | 68 | 72 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 68 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,126,100,000 | $1,959,500,000 | increased by$833,400,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 41 | 68 | increased by27 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 35 | 41 | increased by6 |
| Apr 1, 2022 | AUM | $690,000,000 | $1,126,100,000 | increased by$436,100,000 |
| Apr 1, 2022 | Accounts | 35 | 41 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SELLWOOD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SELLWOOD INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.