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- Custodian
- --
- Clients
- Retail
- Platforms
- Peak beaconVector matrix
- Established Date
- 03-04-2025
- Office Locations
- 2
Office Locations
About DST Sherpa
DST Sherpa provides oversight and guidance on Delaware Statutory Trust (DST) real estate strategies, including 1031/1033 exchanges, for accredited investors and property owners seeking to exit active landlord responsibilities. The firm coordinates tax planning, retirement planning, investment positioning, cash flow, and estate preservation, working with individuals, families, businesses, and tax practitioners. Led by Peter May (JD/LLM/CFP) and Ross Rubin (MBA), with ongoing DST education via webinars.
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Accredited Investors
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Investment Themes
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Owner & Executives
PETER JOHN MAY
Chief Compliance Officer, Managing Partner
- CRD
- #5464181
- Ownership
- 50% but less than 75%
ROSS S RUBIN
Managing Partner
- CRD
- #5287871
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,171,117,807 | 100.0% |
| Total | $8,171,117,807 | 100.0% |