Sherpa Capital Management
Sherpa Capital Management is an SEC-registered mass-market adviser with $107.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sherpa Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336739, SEC 801-133748, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $107.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 158
- CRD
- 336739
- Ownership
- SUCCOSO, PETER, JOHN; SUCCOSO, PETER, JAMES
How much AUM does Sherpa Capital Management have?
Sherpa Capital Management reported $107.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Sherpa Capital Management?
Disclosed owners and executives of Sherpa Capital Management include SUCCOSO, PETER, JOHN, SUCCOSO, PETER, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.