Sherpa Capital Management

Overview

Sherpa Capital Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers on clients’ behalf. Fee arrangements include both percentage-of-assets and fixed-fee engagements. Sherpa also operates as a registered representative of a broker-dealer and lists an affiliation with an insurance company, and it identifies itself as a capital allocator — indicating it places client assets with external managers or vehicles as part of its offering. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices