SHERPA PARTNERS, INC

Adviser information for SHERPA PARTNERS, INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Other (specify)
Fiscal Year End DECEMBER
Legal Location District of Columbia, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-128255
SEC ERA File Number 802-128255
SEC CIK Numbers None
SEC CRD Numbers 326308
Legal Entity Identifier None

Principal Office

1032 15TH ST NW
418
WASHINGTON
DC
United States
Monday - Friday, 9AM TO 5PM
Tel: 202-417-7514, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
APOGEE HEALTH, LP POOLED INVESTMENT FUND $4.0M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
Batista, Michael Individual MANAGING PARTNER 12/2022 < 5%
Levinson, Dessy Individual DIRECTOR 12/2022 < 5%
Parushev, Doba Individual DIRECTOR 12/2022 < 5%

No. Employees, Historic

0002023202420250 on 5/31/20230 on 3/28/20240 on 3/28/2024