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, owner-operated registered investment adviser that has been SEC-registered since 2015. The firm serves both individuals and families as well as institutional clients and combines financial planning with discretionary portfolio management across personal, small-business and institutional relationships. Its client billing mixes asset-based fees with hourly and fixed-fee engagements. Shepherd identifies as an active ESG investor and does not position itself as a third-party capital allocator; instead it implements portfolios directly using mutual funds, ETFs, individual equities and selected alternative strategies.
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 1JANE LAWLER
Chief Operating OfficerCRD 6127103
Contacts
3 of 8SAMUEL 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 132Active vs passive
$1B in ETFs
85%
$872M
10%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $66.1M | 101,693 | 6.44% |
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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