# SHEPHERD INVESTMENT MANAGEMENT

SHEPHERD INVESTMENT MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 332697
- Type: SEC-registered investment adviser
- Phone: 415-755-3203
- Latest filing: 2026-02-05
- Regulatory AUM: $3.2M
- Discretionary AUM: $3.2M
- Clients: 1
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332697/similar
- Related entities: https://search.stillhousedata.com/firm/332697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332697

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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.