S
$107.5M Total AUM
$105.8M Disc. AUM
-- 3Y CAGR
3 Employees
158 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2025
- Office Locations
- 2
Office Locations
722 Yorklyn Road Suite 300 Hockessin DE
-- Jupiter FL
About Sherpa Capital Management
Sherpa Capital Management is a Jupiter-based RIA with 2 offices. The firm has been operating for 1 years. Managing $107.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$53.7M AVG AUM / ADVISOR
$680.3K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
PETER JOHN SUCCOSO
Chief Executive Officer
- CRD
- #1798811
- Ownership
- 75% or more
Available
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P
PETER JAMES SUCCOSO
Chief Compliance Officer
- CRD
- --
- Ownership
- 5% but less than 10%
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Showing 2 of 2 owners & executives
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LAWRENCE EARL SPRINGER
--
- CRD
- #868675
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,814,630 | $259,987 |
| Non-Discretionary | $1,666,441 | $833,221 |
| Total | $107,481,071 | $262,790 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
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Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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