Sellwood Investment Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 2, 2026, reports $2.3B in regulatory assets under management, 16 employees, and 72 accounts.
Assets Under Management
$2.3B
Employees
16
Offices
--
Total Clients
72
Primary office
PORTLAND, OR
6650 SW REDWOOD LANE, SUITE 370, PORTLAND, OR, United States
Top client segmentCharitable represent 50.0% of total clients.
Top client categories% of clientsClients
1
Charitable
50.0%
36
2
Pension Plans
27.8%
20
3
HNWI
15.3%
11
4
Corporations
6.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 2, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts72
10Y AUM Change+$2.1B (+1292.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee5:1
10Y Employee Change+8 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.