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SHERPA CAPITAL MANAGEMENT
Legal name: SHERPA CAPITAL MANAGEMENT, LLC
CRD 336739File 801-133748
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$107.5M
Bottom 25% of cohort (national)
Discretionary AUM
$105.8M
Non-discretionary $1.7M
Clients
158
409 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 26, 2025
- Principal office
- Not reported
- Phone
- 302-235-1284
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.5M
- Discretionary AUM
- $105.8M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 407
- Non-discretionary accounts
- 2
- Total accounts
- 409
- AUM per client
- $680K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 56 | $78.3M |
| Individuals (other than high net worth individuals) | 102 | $27.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11
- Q11D2
- Q11D4
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.