# SHERPA CAPITAL MANAGEMENT, LLC

SHERPA CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 336739
- Type: SEC-registered investment adviser
- SEC file number: 801-133748
- Phone: 302-235-1284
- Latest filing: 2026-03-27
- Regulatory AUM: $107.5M
- Discretionary AUM: $105.8M
- Non-discretionary AUM: $1.7M
- Clients: 3
- Accounts: 409

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Peter John Succoso | CHIEF EXECUTIVE OFFICER | — |
| Peter James Succoso | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336739/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336739/similar
- Related entities: https://search.stillhousedata.com/firm/336739/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336739

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.