Sherpa Asset Management - aVenture Asset Manager Research
Sherpa Asset Management
Operating Status: Operating
Sherpa Asset Management: Canadian firm offering superior, low-volatility investment products and services since 2007.
Sherpa Asset Management is an independent Canadian-based investment management firm that provides management services and alternative investment products to institutional investors, family offices and private clients. Sherpa was created in 2007 with the goal of providing its principals and investors high-performing, low volatility investment products. Our primary objective is to help our clients reach and surpass their financial goals.
By providing superior investment products, superior services and advice, and a competitive fee structure, we are confident we can meet our clients' individual and evolving needs.rnrnSherpa uses proprietary investment strategies designed to provide superior risk-adjusted returns by focussing on:rn- Capital Preservationrn- Volatility Managementrn- Alpha & Yield Generating Strategies
Sherpa Asset Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series B1 (100.0%)
Stage Mix
Series B 100%
Concentration shown as share of disclosed investments by stage.
