Shepherd Street Advisors
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 306021
- Registered since
- April 10, 2025
- Website
- shepherdstreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.92%
- Individuals3.03%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Shepherd Street Advisors LLC is an independent registered investment adviser that began SEC registration in 2025. The firm is owned by an individual and positions itself as a capital allocator for private clients, focusing on individuals and families. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm reports a preference for equity investing and does not identify as an active ESG investor; it operates from a single state.
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 Equities64%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$34.7M in ETFs
100%
$34.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $5.3M | 31,463 | 15.40% |
Location
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 900 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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