DST SHERPA

DST SHERPA is an SEC-registered investment adviser (CRD 334922). Regulatory assets under management: $10.0M.

Registration

• CRD: 334922
• Type: Registered investment adviser
• Phone: 610-574-3572
• Latest filing: 2026-03-31
• Regulatory AUM: $10.0M
• Non-discretionary AUM: $10.0M
• Clients: 2
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search