SHEPHERD FINANCIAL PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.38B |
| Discretionary | $1.38B100% of AUM |
| Client Accounts | 1,941 |
| Avg Account Size | $710K |
| Employees | 24 |
| Peak AUM | $1.38BMar 2026 |
AUM by Client Type
Total AUM
$1.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +21.2% | +20.0% | +14.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.38B |
| Discretionary | $1.38B |
| Employees | 24 |
| Client Accounts | 1941 |
| Client Range | 51-100 |
Contact & Location
Address
1004 MAIN STREET
WINCHESTER MA 01890
Phone
(781) 756-1804
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported