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Sherpa Capital Management, LLC

EST. AUM
$107,481,071

CONTACTS
2

CLIENT ACCOUNTS
409

Firm Details

Metro area Philadelphia
CRD Number 336739
Website -
Client types

Overview

Sherpa Capital Management, LLC is an investment advisory firm established in 2025 and headquartered in Jupiter, Florida. The firm offers a range of services, including investment management, financial planning, life coaching, and estate and tax planning, catering to individuals, trusts, charitable organizations, businesses, and retirement plans. The company is managed by Peter J. Succoso and is registered with the Florida Department of State. As a newly established entity, Sherpa Capital Management is in its initial phase of operations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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