# AVONDALE CONQUEST, LLC

AVONDALE CONQUEST, LLC of SAUSALITO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 122821
- Type: SEC-registered investment adviser
- SEC file number: 801-71622
- Location: 501 HUMBOLDT, SAUSALITO, CA, 94965
- Phone: 415-331-3066
- Latest filing: 2026-03-13
- Regulatory AUM: $50.0M
- Discretionary AUM: $50.0M
- Clients: 2
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| SHEPHERD ROBERT PATRICK | MANAGING MEMBER | — |
| KELLY WILLIAM MICHAEL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MANAGING MEMBER | — |
| KREBS PHILIP DONALD | MANAGING MEMBER | — |
| OERTLING JOEL DARREN | CHIEF FINANCIAL OFFICER | — |
| SHERCK SARAH JANE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122821/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122821/similar
- Related entities: https://search.stillhousedata.com/firm/122821/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122821

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.