SHEPPARD WEALTH MANAGEMENT, LLC of BEND, OR is an SEC-registered investment adviser (CRD 171444). Regulatory assets under management: $175.0M.
| Name | Role | Location |
|---|---|---|
| SWANSON JOHN SHEPPARD | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Abell Jill | CHIEF COMPLIANCE OFFICER | — |
Hedge Fund: 1 · Venture Capital Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| OPAL SHEPPARD OPPORTUNITIES FUND I LP | Hedge Fund | — | 30 | $7.6M | $250K |
| SHEPPARD WEALTH VC - CLEAN ENERGY FUND SERIES | Venture Capital Fund | — | 13 | $905K | $100K |