Sellwood Investment Partners LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$31.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 164696
Registered since: July 5, 2012
Website: www.sellwoodconsulting.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., MIDWEST INSTITUTIONAL TRUST SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Charitable Organizations66.61%
Pension & Profit Sharing Plans26.03%
HNWI5.61%
Corporations / Businesses1.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sellwood Investment Partners LLC is an institutional registered investment adviser that has been SEC-registered since 2012. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals, businesses and institutions, pension consulting and manager selection services. Sellwood functions as a capital allocator and routinely places client assets with third-party managers while also managing public fund exposures directly. Its fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee structures. Sellwood is not an active ESG investor and is organized as a limited liability company with both a domestic entity and individual ownership structure. The firm lists relationships with other financial institutions—trust companies and insurance firms among them—consistent with its consulting and fiduciary activities.