RIA Intel›Advisers›Oregon›SELLWOOD INVESTMENT PARTNERS LLC

SELLWOOD INVESTMENT PARTNERS LLC

Advisory

N·PORTLAND, OR

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
+25.2%
3-Year CAGR
+20.2%
Employees
14
Assets Under Management
Total AUM$2.3B
Discretionary AUM$2.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees14
Investment Advisers16
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingMar 7, 2013
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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