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Shfp, LLC

● SEC registered since 2014CRD 171571SEC# 801-80085
Export (members)
Reg. AUM
$88.9M
Employees
1
Accounts
162
Location

Shfp, LLC assets under management

Shfp, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2014. It reports $88.9 million in regulatory assets under management and employs 1 people.

Shfp, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Paul Copeland ControlChief Compliance Officer/Managing MemberOver 75%2014

Frequently asked questions

How much does Shfp, LLC manage?

Shfp, LLC reports $88.9 million in regulatory assets under management on its Form ADV.

How many employees does Shfp, LLC have?

Shfp, LLC reports 1 employees.

Does Shfp, LLC disclose fund performance?

Shfp, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(914) 282-0023
Fax914-470-7093
Office hours8:30 a.m. To 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$88.9M▲ 5%
Jan '25 — $84.3MFeb '25 — $84.3MMar '25 — $84.3MApr '25 — $84.3MMay '25 — $84.3MJun '25 — $84.3MJul '25 — $84.3MAug '25 — $84.3MSep '25 — $84.3MOct '25 — $84.3MNov '25 — $84.3MDec '25 — $84.3MJan '26 — $88.9MFeb '26 — $88.9MMar '26 — $88.9MApr '26 — $88.9MMay '26 — $88.9MJun '26 — $88.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$88.9Mregulatory AUM
Discretionary $0Non-discretionary $88.9M