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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIES, BRIAN, GEORGE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Davies, Brian, George | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| KUHLMAN, STEVE, LEE | I | MANAGING DIRECTOR | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LAWLER, JANE, GOLDEN | I | CHIEF OPERATING OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WATERHOUSE, MARK, STEVEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEPHERD, ROBERT, MARK | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (25)
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Address
1004 MAIN STREETWINCHESTER, MA 01890
United States
Phone: (781) 756-1804