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Sellwood Investment Partners LLC logo

Sellwood Investment Partners LLC

PORTLAND, OR

Form ADV and provider website profile · CRD 164696 · regulatory data as of Jun 29, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Sellwood Investment Partners LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$2.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
72Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameSELLWOOD INVESTMENT PARTNERS LLC

CRD number164696

Firm foundedNot reported

SEC registration dateJul 5, 2012

Employees16

Advisory professionals14

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

6650 SW REDWOOD LANE, SUITE 370, PORTLAND, OR, 97224

(503) 596-2880

https://www.sellwoodip.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$2.3B

As of Jun 29, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities66.6%$1.5B
Retirement Plans26.0%$594M
High-Net-Worth5.6%$128M
Corporations1.8%$40M

Percentages and AUM are shown from the same reported Form ADV client-type records.