| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Golden Lawler Control | Chief Operating Officer | Under 5% | 2015 |
| Robert Mark Shepherd Control | Managing Member, Chief Executive Officer And Chief Compliance Officer | Over 75% | 2015 |
| Steve Lee Kuhlman Control | Managing Director | Under 5% | 2015 |
Shepherd Financial Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Shepherd Financial Partners, LLC reports 21 employees.
Shepherd Financial Partners, LLC is based in Winchester, MA and has been SEC-registered since 2015.
Shepherd Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1004 Main Street, Winchester, MA 01890 |
| Phone | (781) 756-1804 |
| Fax | (781) 729-4356 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1696628 |
| Discloses disciplinary history | No |
| Discretionary | $1.14B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.14B |