SHEPHERD STREET ADVISORS LLC
Legal name: SHEPHERD STREET ADVISORS
CRD #306021 SEC #801-132376 LARKSPUR, CA 415-780-8758
SEC Registered
Total AUM
$107.6M
Discretionary
$105.3M
Employees
2
Clients
10
Accounts
172
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHNEIBERG, ADAM, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (3)
CA MD TX
Address
900 LARKSPUR LANDING CIRCLESUITE 205
LARKSPUR, CA 94939
United States
Phone: 415-780-8758