Sheppard Wealth Management LLC

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Assets, Funds, Holdings

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Sheppard Wealth Management LLC
CRD #171444
SEC #801-109989
CIK #
AUM $130.4 MM (95% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone541-604-8603
Address360 Sw Bond St
Bend, OR 97702
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Opal Sheppard Opportunities Fund I LP 2017-06-02external
8.1
6.2
View All
Fund Directors # Filings # Firms 2011-2019
Opal Advisors LLC 1 1
John Swanson 1 1
OSO Management LLC 1 1
Phuc Hua 1 1
Sheppard Wealth Management LLC 1 1
Sheppard Wealth Management 1 1
Comparable Firms State AUM ($BB)
Highview Advisors LP
PA
0.2
Rivanna Capital LLC
VA
0.2
Pinnacle Capital Management LLC
NY
0.1
Guild Investment Management Inc
CA
0.1
FRM Research LLC
NY
0.1
Resolve Asset Management Inc
0.1
Treaty Oak Advisors LLC
TX
0.1
Sunset Partners Capital Management LLC
IL
0.1
Private Client LLC
AZ
0.1
Levitt Capital Management LLC
FL
0.1