SHEPHERD INVESTMENT MANAGEMENT

SHEPHERD INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 332697). Regulatory assets under management: $3.2M.

Registration

• CRD: 332697
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search