Sellwood Investment Partners LLC
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
FINTRXOverview
Sellwood Investment Partners LLC is an SEC-registered institutional RIA formed as an LLC in 2012. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator and adviser. Its advisory menu includes discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party managers. Fee arrangements are flexible and include percentage‑of‑AUM billing in addition to hourly, fixed-fee and other structures. Sellwood does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Ashlee Moehring
Principal And Chief Compliance OfficerCRD 5873283
Brad Long
Chief Investment OfficerCRD 5358362
Michael Lamena
Chief Executive OfficerCRD 2797064
Contacts
3 of 12
Ruth Zimmerman
Director of Investment OperationsCRD 6589039
Amy Acevedo
AnalystCRD 7822677
Ryan Fitzgerald
ConsultantCRD 7356477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$281M in ETFs
99%
$278M
1%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $49.3M | 71,813 | 17.54% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6650 Sw Redwood Ln
- Time zone
- PT (UTC-8)
- Office locations
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