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SHEPHERD STREET ADVISORS
SHEPHERD STREET ADVISORS LLC
CRD 306021 · SEC 801-132376
900 LARKSPUR LANDING CIRCLE, SUITE 205, LARKSPUR, CA, 94939, United States
Phone
415-780-8758
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.2M
Discretionary AUM
$126.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.8M |
| High net worth individuals | 38 | $122.4M |
States served
CA, MD, TX
All web addresses on file
Official SEC filing: View on IAPD