Shepherd Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winchester, MA. Its latest Form ADV filing, dated March 27, 2026, reports $1.4B in regulatory assets under management, 24 employees, 5 offices, and 1,941 accounts.
Top client segmentIndividuals represent 50.3% of total clients.
Top client categories% of clientsClients
1
Individuals
50.3%
386
2
HNWI
44.9%
344
3
Corporations
2.1%
16
4
Charitable
1.8%
14
5
Pension Plans
0.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 27, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts1,941
10Y AUM Change+$804M (+139.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee32:1
10Y Employee Change-1 (-4.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.