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| Shepherd Street Advisors LLC
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|---|---|
| CRD # | 306021 |
| SEC # | 801-132376 |
| CIK # | 0002110060 |
| AUM | 126.2 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-780-8758 |
| Address | 900 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110060 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.2 | ||
| Apple Inc | 3.7 | ||
| Amazon Com Inc | 3.1 | ||
| Applied Materials Inc /DE | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | ||
| Wells Fargo & Co/MN | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Netflix Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Facebook Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Parker Hannifin Corp | 1.7 | ||
| Schwab Charles Corp | 1.7 | ||
| Caterpillar Inc | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Lilly Eli & Co | 1.5 | ||
| Visa Inc | 1.4 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.4 | ||
| GE Vernova Inc | 1.4 | ||
| Marathon Petroleum Corp | 1.3 | ||
| BlackRock Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.8 |
| (b) Individuals (high net worth individuals) | 38 | 122.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 126.2 |
| By Discretionary | ||
| Discretionary | 182 | 126.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 182 | 126.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.2 | |
| Total | 182 | 126.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110060] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synergy Wealth Management LLC
✚
|
MI | 127.1 M |
|
Protocol Wealth LLC
✚
|
CO | 127.1 M |
|
Growstrong Wealth Strategies LLC
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CO | 127.0 M |
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Gainspoletti Wealth Planners Advisory LLC
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MS | 127.0 M |
|
Bone FIDE Wealth LLC
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NY | 126.7 M |
|
ACTS Financial Advisors LLC
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|
VA | 126.5 M |
|
Wallick Investments LLC
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|
SC | 126.5 M |
|
Oak Street Advisors Inc
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|
SC | 126.2 M |
|
Significant Wealth Partners LLC
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IL | 126.1 M |
|
Bastion Fiduciary LLC
✚
|
125.2 M |