SHEPHERD FINANCIAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,379,061,513
Discretionary
$1,379,061,513
Non-discretionary
$0
Firm details
- CRD number
- 169093
- SEC file number
- 801-106533
- Main office
- WINCHESTER, MA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- https://x.com/ShepFinPart
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.