Shepherd Financial Investment Advisory
Asset Manager SEC-registered adviser
Legal name: Shepherd Financial Investment Advisory LLC
AUM
$7.5B
Regulatory AUM
Private funds
2
Hedge Fund 2
Private fund assets
$44.0M
Gross asset value
Employees
55
Last Form D raise
—
From SEC Form ADV filing (filed Oct 30, 2026). View on SEC
People(9)
Owners and executive officers named on the firm's SEC Form ADV.
A
A
D
G
K
L
M
S
Executive Partner, Chief Compliance Officer, Chief Operating Officer
T
Funds
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
No private funds reported.
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 288623
- SEC file number
- 801-112009
Sources
- SEC Form ADV Nov 9, 2026