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 registered investment adviser organized as an LLC that works with both individual/family and institutional clients. The firm is SEC-registered (since 2015) and is owned by an individual principal. Its advisory services emphasize financial planning and portfolio management across individuals, small businesses, and institutional clients, and it also provides pension consulting. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. Shepherd identifies itself as an active ESG investor and does not list itself as a capital allocator.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$1.2B in ETFs
74%
$917M
17%
$319M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $77.4M | 101,475 | 6.26% |
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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