Shepherd Financial Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Shepherd Financial Partners LLC
CRD #169093
SEC #801-106533
CIK #
AUM $548.5 MM (100% Disc, 100% US, 2020-03-30)
Employees18 (44% Investors, 44% Brokers)
Phone781-756-1804
Address1004 Main Street
Winchester, MA 01890
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002010201320172021
Sector Issuer Cap ($MM) Value ($MM)
SPY 87.9
SPTM 68.3
SPLG 55.8
MDY 24.8
SHV 18.8
SHY 16.8
XLK 13.2
QQQ 11.5
QUAL 9.2
EFAV 8.7
View All
Holdings by Sector ($)
0.50.40.30.20.10.02017201820192020
Comparable Firms State AUM ($BB)
Alphashares Inc
CA 0.6
The Arkansas Financial Group Inc
AR 0.5
Gilkison Patterson Investment Advisors Inc
VA 0.5
HJ Wealth Management LLC
PA 0.5
Spectrum Asset Management Inc
CA 0.5
Summit Wealth & Retirement Planning Inc
CA 0.5
Nexus Group LLC
CA 0.5
Valor Capital Management LLC
OH 0.5
Aequitas Investment Advisors LLC
MA 0.5
Jackson Wealth Management LLC
FL 0.5
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com