DST Sherpa

Overview

DST Sherpa LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client base is focused on individual and family households. Advisory services emphasize portfolio management for individuals and small businesses and include educational seminars and workshops. Fees are charged as a percentage of assets under management or as fixed fees. Filings indicate the firm is not a capital allocator and does not identify as an active ESG investor. It also reports neither multi-state adviser status nor pension consulting or related-adviser relationships. Industry affiliations listed include another investment adviser and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices