Advisor at Shepherd Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Shepherd Investment Management
Location
Palo Alto, CA
Credentials
Series 65
Industry experience
1 year
Shidi Xu is a financial advisor at Shepherd Investment Management in Palo Alto, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Shepherd, Xu worked at BlackRock Investment Management, LLC for eight years. Xu is also the founder and managing partner of Shepherd Capital LLC, a non-operating entity. Shepherd Investment Management is a state-registered investment manager providing fee-based discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term, fundamental, growth-at-a-reasonable-price equity approach focused on durable technology trends and adjacent sectors, with flexible account minimums and a high-conviction, unconstrained portfolio construction.
Based on Shepherd Investment Management
1.00% annually
Account minimum: $250,000
Palo Alto, CA
California
Shepherd Capital LLC
2025 - Present (1 year)
Shepherd Investment Management
2025 - Present (1 year)
Shepherd Capital LLC
2025 - 2025 (1 year)
Shepherd Investment Management
2025 - 2025 (1 year)
Shepherd Investment Management
2024 - 2025 (1 year)
Shepherd Capital LLC
2023 - 2025 (2 years)
Self-employed
2023 - 2023 (1 year)
BlackRock Investment Management, LLC
2015 - 2023 (8 years)
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