SELLWOOD INVESTMENT PARTNERS LLC
CRD #164696 SEC #801-76867 PORTLAND, OR (503) 596-2880
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
15
Clients
--
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 15 | 25 |
| Oct 2024 | $1.9B | $1.9B | $0 | 15 | 25 |
| Oct 2024 | $1.6B | $1.6B | $0 | 15 | 26 |
| Apr 2024 | $1.6B | $1.6B | $0 | 15 | 26 |
| Mar 2024 | $1.6B | $1.6B | $0 | 15 | 26 |
| Mar 2023 | $1.3B | $1.3B | $0 | 15 | 28 |
| Mar 2022 | $1.1B | $1.1B | $0 | 12 | 38 |
| Mar 2021 | $690M | $690M | $0 | 10 | 37 |
| Jun 2020 | $573.5M | $573.5M | $0 | 10 | 40 |
| Mar 2020 | $573.5M | $573.5M | $0 | 10 | 40 |
| Mar 2019 | $420.4M | $420.4M | $0 | 9 | 38 |
| Mar 2018 | $272.6M | $272.6M | $0 | 9 | 39 |
| Mar 2017 | $164M | $164M | $0 | 8 | 26 |
| Mar 2016 | $30.1M | $30.1M | $0 | 7 | 26 |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees15
Clients25
DateOct 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients25
DateOct 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients26
DateApr 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients26
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients26
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients28
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients38
DateMar 2021
Total AUM$690M
Discretionary$690M
Non-Disc.$0
Employees10
Clients37
DateJun 2020
Total AUM$573.5M
Discretionary$573.5M
Non-Disc.$0
Employees10
Clients40
DateMar 2020
Total AUM$573.5M
Discretionary$573.5M
Non-Disc.$0
Employees10
Clients40
DateMar 2019
Total AUM$420.4M
Discretionary$420.4M
Non-Disc.$0
Employees9
Clients38
DateMar 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees9
Clients39
DateMar 2017
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees7
Clients26