Houlihan Lokey Advises Sellwood Investment Partners

Houlihan Lokey is pleased to announce that Sellwood Investment Partners LLC (Sellwood), an institutional consultant with $11 billion in total assets,* has been acquired by Wealthspire’s Fiducient Advisors (Wealthspire), an independent wealth management, institutional advisory, and business management firm. The transaction was announced on April 22, 2026, and closed on June 1, 2026.

Founded in 2012, Sellwood provides advisory and discretionary investment management services to endowments, foundations, 529 and 529A plans, retirement plans, and high-net-worth individuals. The firm is distinguished by its disciplined approach to risk and portfolio construction, commitment to serving clients, and local community impact. Known for its customized portfolios and long-standing relationships, Sellwood strengthens Wealthspire’s institutional and private client advisory business in the Pacific Northwest.

Wealthspire is an independent institutional advisory platform providing retirement plan advisory and endowment and foundation investment consulting services to organizations across the United States. The platform offers both traditional investment consulting and Outsourced Chief Investment Officer (OCIO) and ERISA 3(38) fiduciary services designed to support long-term governance, cost efficiency, and responsible asset stewardship. Wealthspire includes 350+ professionals serving clients nationwide.

This acquisition brings Wealthspire’s total assets under management or advisement to more than $600 billion.

Houlihan Lokey served as the exclusive financial advisor to Sellwood.

*Represents assets under management and advisement for Sellwood Investment Partners as of December 31, 2025.

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