Overview
Assets Under Management: $126 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 38
Average Client Assets: $3.2 million
Frequently Asked Questions
SHEPHERD STREET ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306021), SHEPHERD STREET ADVISORS is subject to fiduciary duty under federal law.
SHEPHERD STREET ADVISORS is headquartered in LARKSPUR, CA.
SHEPHERD STREET ADVISORS serves 38 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, SHEPHERD STREET ADVISORS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SHEPHERD STREET ADVISORS manages $126 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, SHEPHERD STREET ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.92%
Average Client Assets: $3.2 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 306021
Filing ID: 2063878
Last Filing Date: 2026-03-10 16:18:57