The SHEPHERD FINANCIAL PARTNERS is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SHEPHERD FINANCIAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 100.59% over the last 5-years.
The Group has been registered with the SEC for 10.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1004 MAIN STREET, WINCHESTER, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 7 investment and 17 non-investment staff. The total number of Employees increased by 41.18% over the last 5-years.
Their $1.38Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 37 other accounts. Assets of High Net Worth Individuals clients own $1.14Bn or 82.43% of Total Assets and Individuals own $99.65mn or 7.23% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SHEPHERD FINANCIAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.