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Sellwood Investment Partners LLC

● SEC registered since 2012CRD 164696SEC# 801-76867Portland, OR
Export (members)
Reg. AUM
$1.96B
Employees
15
Accounts
68
Location
Portland, OR

Sellwood Investment Partners LLC assets under management

Sellwood Investment Partners LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2012. It reports $2 billion in regulatory assets under management and employs 15 people.
www.linkedin.com/company/sellwood-investment-partnersView on SEC.gov ↗

Sellwood Investment Partners LLC owners & executives

6 reported
NameTitleOwnershipSince
Ashlee Devina Moehring ControlMember, Principal, Chief Compliance Officer10-25%2012
Charles Joseph Waibel ControlManaging Member, Managing Principal10-25%2012
Kevin Rothwell Raymond ControlMember, Principal10-25%2012
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Frequently asked questions

How much does Sellwood Investment Partners LLC manage?

Sellwood Investment Partners LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Sellwood Investment Partners LLC have?

Sellwood Investment Partners LLC reports 15 employees.

Where is Sellwood Investment Partners LLC located?

Sellwood Investment Partners LLC is based in Portland, OR and has been SEC-registered since 2012.

Does Sellwood Investment Partners LLC disclose fund performance?

Sellwood Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6650 SW Redwood Lane, Suite 370, Portland, OR 97224
Phone(503) 596-2880
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1763958
Discloses disciplinary historyNo

Assets under management

Discretionary$1.96B
Non-discretionary$0
Total (RAUM)$1.96B