Sherpa Capital Management, LLC
● SEC registered since 2025CRD 336739SEC# 801-133748
Reg. AUM
$107.5M
Employees
3
Accounts
409
Location
—
Sherpa Capital Management, LLC assets under management
Sherpa Capital Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $107.5 million in regulatory assets under management and employs 3 people.
Sherpa Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter James Succoso Control | Chief Compliance Officer | 5-10% | 2025 |
| Peter John Succoso Control | Chief Executive Officer | Over 75% | 2025 |
Frequently asked questions
How much does Sherpa Capital Management, LLC manage?
Sherpa Capital Management, LLC reports $107.5 million in regulatory assets under management on its Form ADV.
How many employees does Sherpa Capital Management, LLC have?
Sherpa Capital Management, LLC reports 3 employees.
Does Sherpa Capital Management, LLC disclose fund performance?
Sherpa Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 302-235-1284 |
| Fax | 302-235-1284 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$107.5M▲ 1%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$107.5Mregulatory AUM
Discretionary $105.8MNon-discretionary $1.7M