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 investment adviser organized as an LLC and active since 2012. The firm acts as a capital allocator and serves both high-net-worth individuals/families and institutional clients. Its advisory services span discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection/oversight of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm 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
CIO & Managing PartnerCRD 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 46Active vs passive
$252M in ETFs
99%
$249M
1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $45.6M | 76,258 | 18.08% |
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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