# SHEPHERD FINANCIAL PARTNERS, LLC

SHEPHERD FINANCIAL PARTNERS, LLC of WINCHESTER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 169093
- Type: SEC-registered investment adviser
- SEC file number: 801-106533
- Location: 1004 MAIN STREET, WINCHESTER, MA, 01890
- Phone: (781) 756-1804
- Latest filing: 2026-03-27
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 24
- Accounts: 1,941

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Robert Mark Shepherd | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jane Golden Lawler | CHIEF OPERATING OFFICER | — |
| Steve Lee Kuhlman | MANAGING DIRECTOR | — |
| SHEPHERD ROBERT MARK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WATERHOUSE MARK STEVEN | CHIEF INVESTMENT OFFICER | — |
| LAWLER JANE GOLDEN | CHIEF OPERATING OFFICER | — |
| KUHLMAN STEVE LEE | MANAGING DIRECTOR | — |
| Davies Brian George | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169093/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169093/similar
- Related entities: https://search.stillhousedata.com/firm/169093/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169093

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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.