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 a limited liability company operating as an independent registered investment adviser and identifies itself as a capital allocator serving individual and family clients. The firm charges both a percentage of assets and fixed fees and provides financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Shepherd Street Advisors registered with the SEC in 2025, is owned by an individual, and does not describe itself as an active ESG investor, a multi‑state adviser, a pension consultant, or a related 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 2
Katherine 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 27Active vs passive
$33.4M in ETFs
100%
$33.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $5.2M | 31,463 | 15.56% |
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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