Shepherd Financial Partners, LLC
Firm details
- Headquarters
- Winchester, Massachusetts
- CRD number
- 169093
- Registered since
- August 24, 2015
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.43%
- Individuals7.23%
- Corporations / Businesses6.91%
- Pension & Profit Sharing Plans2.74%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Shepherd Financial Partners, LLC is an independent, SEC-registered investment adviser formed as an LLC and first registered in 2015. The firm serves individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions, plus pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports that it considers ESG factors in its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities27%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Derivatives1%
Owners & executives
1 of 1
Jane Lawler
Chief Operating OfficerCRD 6127103
Contacts
3 of 8
Samuel Shepherd
Wealth Advisor and Portfolio ManagerCRD 6618941
Christopher Cogliano
Portfolio SpecialistCRD 6493505
Anthony Ciaramitaro
Financial AdvisorCRD 7205970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$1B in ETFs
85%
$872M
10%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $66.1M | 101,693 | 6.44% |
Location
Winchester, MA
Middlesex
Location
Winchester, MA
Headquartered in Winchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 1004 Main St
- Time zone
- ET (UTC-5)
- Office locations
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