Shepherd Financial Partners, LLC
● SEC registered since 2015CRD 169093SEC# 801-106533Winchester, MA
Reg. AUM
$1.38B
Employees
24
Accounts
1,941
Location
Winchester, MA
Shepherd Financial Partners, LLC assets under management
Shepherd Financial Partners, LLC is an investment advisory firm registered with the SEC based in Winchester, MA. The firm has been registered since 2015. It reports $1.4 billion in regulatory assets under management and employs 24 people.
Shepherd Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Golden Lawler Control | Chief Operating Officer | Under 5% | 2015 |
| Robert Mark Shepherd Control | Managing Member, Chief Executive Officer And Chief Compliance Officer | Over 75% | 2015 |
| Steve Lee Kuhlman Control | Managing Director | Under 5% | 2015 |
Frequently asked questions
How much does Shepherd Financial Partners, LLC manage?
Shepherd Financial Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Shepherd Financial Partners, LLC have?
Shepherd Financial Partners, LLC reports 24 employees.
Where is Shepherd Financial Partners, LLC located?
Shepherd Financial Partners, LLC is based in Winchester, MA and has been SEC-registered since 2015.
Does Shepherd Financial Partners, LLC disclose fund performance?
Shepherd Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1004 Main Street, Winchester, MA 01890 |
| Phone | (781) 756-1804 |
| Fax | (781) 729-4356 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1696628 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B