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| Shepherd Financial Partners LLC
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|---|---|
| CRD # | 169093 |
| SEC # | 801-106533 |
| CIK # | 0001696628 |
| AUM | 1,379.1 M (2026-03-27) |
| Employees | 24 (29% Investors, 29% Brokers) |
| Phone | 781-756-1804 |
| Address | 1004 Main Street Winchester, MA 01890 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.4 | ||
| Amazon Com Inc | 17.3 | ||
| Alphabet Inc | 17.3 | ||
| Nvidia Corp | 16.7 | ||
| Microsoft Corp | 14.9 | ||
| J P Morgan Chase & Co | 13.6 | ||
| iShares Comex Gold Trust | 11.7 | ||
| Broadcom Inc | 10.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 99.7 |
| (b) Individuals (high net worth individuals) | 344 | 1,136.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 37.7 |
| (h) Charitable organizations | 14 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 95.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,941 | 1,379.1 |
| By Discretionary | ||
| Discretionary | 1,941 | 1,379.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,941 | 1,379.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,379.1 | |
| Total | 1,941 | 1,379.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001696628] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
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