SHERPA CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 336739). Regulatory assets under management: $107.5M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Peter John Succoso | CHIEF EXECUTIVE OFFICER | — |
| Peter James Succoso | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |