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 is an independent RIA organized as a limited liability company and registered with the SEC in 2025. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering both percentage-of-AUM and fixed-fee billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (allocation to third-party advisers), and educational seminars or workshops. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
2 of 2Katherine McGee
VP, Client ExperienceCRD 7913362
ADAM SCHNEIBERG
FounderCRD 2169983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$29.8M in ETFs
100%
$29.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $4.5M | 31,463 | 15.02% |
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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