Sheppard Wealth Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
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
Sheppard Wealth Management LLC
CRD #171444
SEC #801-109989
AUM $130.4 MM (95% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Address360 Sw Bond St
Bend, OR 97702
Source [IAPD] [Website]
Total AUM ($MM)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Opal Sheppard Opportunities Fund I LP [2017-06-02] 8.1 6.2
View All
Fund Directors # Filings # Firms 2011 - 2020
John Swanson 1 1
OSO Management LLC 1 1
Phuc Hua 1 1
Sheppard Wealth Management LLC 1 1
Sheppard Wealth Management 1 1
Opal Advisors LLC 1 1
Comparable Firms State AUM ($BB)
Evolved Alpha Strategies LLC
CA 0.2
Pinnacle Capital Management LLC
NY 0.1
Guild Investment Management Inc
CA 0.1
Haprswell Capital Management LLC
PA 0.1
Resolve Asset Management Inc
Insight Onsite Strategic Management LLC
NV 0.1
Sunset Partners Capital Management LLC
IL 0.1
Polar Investment Counsel Inc
WI 0.1
Highview Advisors LP
PA 0.1
Philadelphia Investment Partners LLC
NJ 0.1
Terms of Service | Privacy Policy | User Guide