Sherpa Capital Management

Overview

Sherpa Capital Management is an independent RIA organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, combining fee-for-service financial planning with discretionary portfolio management for individuals and small businesses. It also offers selection of other advisers, which indicates a willingness to place client capital with third‑party managers or funds rather than relying solely on in‑house strategies. Firm activity is concentrated in traditional public markets: the ADV shows a clear tilt toward public funds and mutual funds as the primary vehicle for client exposure. Sherpa operates as a registered representative of a broker‑dealer and maintains an affiliation with an insurance company, so its client solutions can include broker‑dealer platform access and insurance‑linked products alongside advisory mandates. The firm does not market itself as an active ESG investor.

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Location & Offices