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 formed in 2015 and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. Its billing arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Shepherd reports being an active ESG investor and relies on third‑party managers for alternative allocations rather than acting as an in‑house 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
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 142Active vs passive
$1.2B in ETFs
80%
$958M
13%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $85.7M | 114,456 | 7.19% |
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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