Shepherd Investment Management
RIAState Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$397K
Accounts
8
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 332697
- Website
- shepherd-cap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.18%
- Individuals26.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Shepherd Investment Management is an independent, owner-operated LLC registered in California that provides fee-based portfolio management to individual and family clients as well as small businesses and other institutions. The firm bills on a percentage-of-AUM basis and focuses on direct portfolio management rather than operating as a capital allocator or multi-state advisory platform. Shepherd does not identify as an active ESG investor.
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
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Green Pastures Wealth Management LLC
RIABridgeport, CT
AUM $3.2MTEAM 1REPS 1
Artificial Alpha Investments
RIAAUM $3.2MTEAM 1REPS 1
Kusske Financial, Inc.
RIABurnsville, MN
AUM $3.2MTEAM 8REPS 5
Made Financial Design
RIAAUM $3.2MTEAM 1REPS 1
Blueprint Capital Management, LLC
RIAMarlton, NJ
AUM $3.2MTEAM 1REPS 1
Honolulu Capital Management
RIAHonolulu, HI
AUM $3.2MTEAM 1REPS 1