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SHEPHERD STREET ADVISORS LLC

UUID220ec9d1-4b26-575b-b5a1-3f192fed9369
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 306021 306021 1.0
sec_file_number 801-132376 801-132376

Profile

Websitehttps://shepherdstreetadvisors.com
HQ CityLARKSPUR
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • SHEPHERD STREET ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)107,591,226.0
  • RAUM (discretionary)105,340,854.0
  • Actionable assets104,036,826.0
  • Accounts172.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM103,976,044.0

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.