Shepherd Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,178,293
Total clients
8
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$397,287
About
Shepherd Investment Management provides fee‑based portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and other entities, managing roughly $3.18 million across a small number of accounts as a single‑advisor practice. Like many independent advisors, it charges asset‑based fees and primarily delivers discretionary portfolio management for individual clients.
The firm employs a long‑term, fundamental, long‑only approach with a Growth‑at‑a‑Reasonable‑Price discipline, emphasizing global technology and adjacent sectors and focusing on durable competitive advantages and long‑term free cash flow growth. Portfolios are constructed as high‑conviction, optimized allocations informed by proprietary research and scenario analysis, with flexibility to use ETFs, options and U.S. Treasuries and to tailor holdings to each client’s objectives and restrictions.
Distinctive features include the firm’s willingness to provide portfolio management for institutional clients despite its small, single‑advisor size and modest regulatory AUM, and the existence of a related non‑operating entity that could sponsor a private fund in the future. The firm also recommends a particular custodian, may receive broker‑provided research, and leaves proxy voting authority with clients rather than voting securities on their behalf.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
1.00% annually
Account minimum: $250,000
Main office location
Shepherd Investment Management
Palo Alto CA, United States
Number of offices
1
Most active in
Shepherd Investment Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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