# Sellwood Investment Partners LLC

> Sellwood Investment Partners LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 164696
- Filed as: SELLWOOD INVESTMENT PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164696
- AdvisorCensus page: https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696

## Quick answers

**How is Sellwood Investment Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sellwood Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Sellwood Investment Partners LLC located?**
Sellwood Investment Partners LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Sellwood Investment Partners LLC registered with the SEC or a state?**
Sellwood Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164696.

**How much does Sellwood Investment Partners LLC manage?**
Sellwood Investment Partners LLC reports $2,282,700,000 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Sellwood Investment Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Sellwood Investment Partners LLC: Regulatory assets under management: $690,000,000 in the October 2021 data and $2,282,700,000 in the October 2026 data, up 231%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sellwood Investment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (36); pension and profit sharing plans (but not the plan participants or government pension plans) (20); high net worth individuals (11).

**Which custodians does Sellwood Investment Partners LLC use?**
Sellwood Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Midwest Institutional Trust Services and U.S. Bank Institutional Trust & Custody as custodians holding 10% or more of its separately managed account assets.

**Does Sellwood Investment Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164696

**Does Sellwood Investment Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "We do not impose a minimum account size. Any minimum client fees imposed are dependent upon the unique circumstances of the client relationship."

**What changed in Sellwood Investment Partners LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: None

> We do not impose a minimum account size. Any minimum client fees imposed are dependent upon the unique circumstances of the client relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Midwest Institutional Trust Services
- U.S. Bank Institutional Trust & Custody

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,282,700,000
- Discretionary: $2,282,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 11 | $128,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $594,100,000 |
| Charitable organizations | 36 | $1,520,600,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $40,000,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 16 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sellwoodip.com
- LinkedIn @SELLWOOD-INVESTMENT-PARTNERS
- X @SELLWOODIP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $690,000,000 | 10 | March 30, 2021 |
| October 2022 | $1,126,100,000 | 12 | March 29, 2022 |
| October 2023 | $1,273,600,000 | 15 | March 29, 2023 |
| October 2024 | $1,565,000,000 | 15 | April 4, 2024 |
| October 2025 | $1,959,500,000 | 15 | March 26, 2025 |
| October 2026 | $2,282,700,000 | 16 | June 29, 2026 |

Regulatory assets under management: $690,000,000 in the October 2021 data and $2,282,700,000 in the October 2026 data, up 231%.
Total employees: 10 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,959,500,000 to $2,282,700,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sellwood Investment Partners LLC (CRD 164696): Form ADV filing data as of October 2026.