Peter Succoso is a control person of Sherpa Capital Management and directly owns between 5% and 10% of it.
Sherpa Capital Management is an investment adviser, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $107 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6298591
- Firm
- Sherpa Capital Management · CRD 336739
- Role
- Chief Compliance Officer
- In role since
- May 2025 · 1 year
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Succoso work?
Peter Succoso has been Chief Compliance Officer of Sherpa Capital Management, LLC since May 2025, and is a control person of the firm.
How can I verify Peter Succoso’s record?
Peter Succoso’s role is listed on Sherpa Capital Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 336739.