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| Shepherd Financial Partners LLC
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|
|---|---|
| CRD # | 169093 |
| SEC # | 801-106533 |
| CIK # | 0001696628 |
| AUM | $798.6 MM (2023-03-30) |
| Employees | 23 (39% Investors, 43% Brokers) |
| Phone | 781-756-1804 |
| Address | 1004 Main Street Winchester, MA 01890 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001696628 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 14.6 | |
| Microsoft Corp | 1,918,222.4 | 9.3 | |
| Amazon Com Inc | 1,092,997.8 | 6.9 | |
| J P Morgan Chase & Co | 340,169.2 | 5.3 | |
| Alphabet Inc | 1,482,566.4 | 5.3 | |
| VISA Inc | 419,260.5 | 5.3 | |
| FPL Group Inc | 150,166.4 | 4.5 | |
| Merck & Co Inc | 232,371.9 | 4.0 | |
| Lockheed Martin Corp | 111,953.9 | 3.9 | |
| Lilly Eli & Co | 301,789.7 | 3.8 | |
| United Technologies Corp /DE/ | 139,471.0 | 3.7 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 107.8 |
| (b) Individuals (high net worth individuals) | 212 | 602.8 |
| (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 | 9 | 28.5 |
| (h) Charitable organizations | 0 | 4.4 |
| (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 | 13 | 55.2 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 798.6 |
| By Discretionary | ||
| Discretionary | 658 | 798.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 798.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 795.8 | |
| Total | 658 | 798.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001696628] |
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|---|---|---|
|
Strategic Investment Advisors LLC
✚
|
MI | 0.8 |
|
Wespac Advisors LLC
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CA | 0.8 |
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Evermay Wealth Management LLC
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VA | 0.8 |
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KEB Asset Management LLC
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IL | 0.8 |
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Westwood Management Corporation
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IL | 0.8 |
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Park Piedmont Advisors LLC
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IL | 0.8 |
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Lake Street Financial LLC
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IL | 0.8 |
|
Financial Advisory Corporation
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MI | 0.8 |
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Levy Wealth Management Group LLC
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PA | 0.8 |
|
Riverfront Investment Group LLC
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VA | 0.8 |