Sellwood Investment Partners LLC
PORTLAND, OR
Form ADV and provider website profile · CRD 164696 · regulatory data as of Jun 29, 2026
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.
$2.3BTotal Firm AUM
$2.3BDiscretionary AUM
$0Non-discretionary AUM
72Total accounts
72Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$2.3BFirm AUM
Charities66.6%
Retirement Plans26.0%
High-Net-Worth5.6%
Corporations1.8%
Reported Client Types
Source: Form ADV client recordsCharities66.6%
36 clients$1.5B firm assets
Retirement Plans26.0%
20 clients$594M firm assets
High-Net-Worth5.6%
11 clients$128M firm assets
Corporations1.8%
5 clients$40M firm assets
Reported total72 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $1.5B | 36 | 66.6% |
| Retirement Plans | $594M | 20 | 26.0% |
| High-Net-Worth | $128M | 11 | 5.6% |
| Corporations | $40M | 5 | 1.8% |
| Reported total | $2.3B | 72 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…