SHEPHERD FINANCIAL PARTNERS, LLC
CRD #169093 SEC #801-106533 WINCHESTER, MA (781) 756-1804
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
21
Clients
51
Accounts
1,779
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 21 | 10 |
| Nov 2024 | $975.4M | $975.4M | $0 | 23 | 13 |
| Aug 2024 | $975.4M | $975.4M | $0 | 23 | 13 |
| Mar 2024 | $975.4M | $975.4M | $0 | 23 | 13 |
| Nov 2023 | $798.6M | $798.6M | $0 | 23 | 15 |
| Jun 2023 | $798.6M | $798.6M | $0 | 23 | 15 |
| Mar 2023 | $798.6M | $798.6M | $0 | 23 | 15 |
| Oct 2022 | $846.8M | $846.8M | $0 | 20 | 9 |
| Apr 2022 | $846.8M | $846.8M | $0 | 20 | 9 |
| Mar 2022 | $846.8M | $846.8M | $0 | 20 | 9 |
| Nov 2021 | $687.5M | $687.5M | $0 | 17 | 3 |
| Nov 2021 | $687.5M | $687.5M | $0 | 17 | 3 |
| Sep 2021 | $687.5M | $687.5M | $0 | 17 | 3 |
| Mar 2021 | $687.5M | $687.5M | $0 | 17 | 3 |
| Dec 2020 | $548.5M | $548.5M | $0 | 18 | 25 |
| Jun 2020 | $548.5M | $548.5M | $0 | 18 | 25 |
| Mar 2020 | $548.5M | $548.5M | $0 | 18 | 25 |
| Dec 2019 | $799.1M | $794.8M | $4.3M | 27 | 33 |
| Mar 2019 | $799.1M | $794.8M | $4.3M | 27 | 33 |
| Nov 2018 | $688.7M | $686.2M | $2.4M | 26 | 21 |
| Mar 2018 | $688.7M | $686.2M | $2.4M | 26 | 21 |
| Aug 2017 | $575M | $573M | $2M | 25 | 900 |
| Mar 2017 | $575M | $573M | $2M | 25 | 900 |
| Dec 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| Oct 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| Sep 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| Jul 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| May 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| May 2016 | $434.1M | $432.3M | $1.8M | 20 | 700 |
| Mar 2016 | $311.7M | $311.7M | $0 | 20 | 400 |
| Dec 2015 | $130.6M | $130.6M | $0 | 13 | 100 |
| Aug 2015 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients10
DateNov 2024
Total AUM$975.4M
Discretionary$975.4M
Non-Disc.$0
Employees23
Clients13
DateAug 2024
Total AUM$975.4M
Discretionary$975.4M
Non-Disc.$0
Employees23
Clients13
DateMar 2024
Total AUM$975.4M
Discretionary$975.4M
Non-Disc.$0
Employees23
Clients13
DateNov 2023
Total AUM$798.6M
Discretionary$798.6M
Non-Disc.$0
Employees23
Clients15
DateJun 2023
Total AUM$798.6M
Discretionary$798.6M
Non-Disc.$0
Employees23
Clients15
DateMar 2023
Total AUM$798.6M
Discretionary$798.6M
Non-Disc.$0
Employees23
Clients15
DateOct 2022
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees20
Clients9
DateApr 2022
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees20
Clients9
DateMar 2022
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees20
Clients9
DateNov 2021
Total AUM$687.5M
Discretionary$687.5M
Non-Disc.$0
Employees17
Clients3
DateNov 2021
Total AUM$687.5M
Discretionary$687.5M
Non-Disc.$0
Employees17
Clients3
DateSep 2021
Total AUM$687.5M
Discretionary$687.5M
Non-Disc.$0
Employees17
Clients3
DateMar 2021
Total AUM$687.5M
Discretionary$687.5M
Non-Disc.$0
Employees17
Clients3
DateDec 2020
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees18
Clients25
DateJun 2020
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees18
Clients25
DateMar 2020
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees18
Clients25
DateDec 2019
Total AUM$799.1M
Discretionary$794.8M
Non-Disc.$4.3M
Employees27
Clients33
DateMar 2019
Total AUM$799.1M
Discretionary$794.8M
Non-Disc.$4.3M
Employees27
Clients33
DateNov 2018
Total AUM$688.7M
Discretionary$686.2M
Non-Disc.$2.4M
Employees26
Clients21
DateMar 2018
Total AUM$688.7M
Discretionary$686.2M
Non-Disc.$2.4M
Employees26
Clients21
DateAug 2017
Total AUM$575M
Discretionary$573M
Non-Disc.$2M
Employees25
Clients900
DateMar 2017
Total AUM$575M
Discretionary$573M
Non-Disc.$2M
Employees25
Clients900
DateDec 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateOct 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateSep 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateJul 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateMay 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateMay 2016
Total AUM$434.1M
Discretionary$432.3M
Non-Disc.$1.8M
Employees20
Clients700
DateMar 2016
Total AUM$311.7M
Discretionary$311.7M
Non-Disc.$0
Employees20
Clients400
DateDec 2015
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees13
Clients100
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0