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SHEPHERD FINANCIAL PARTNERS, LLC

WINCHESTER, MA · CRD 169093 · IAPD ↗ · (781) 756-1804

$1.38BRegulatory AUM
7Advisory reps
24Employees
7Clients
51-100Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — SHEPHERD FINANCIAL PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SHEPHERD FINANCIAL PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SHEPHERD FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — SHEPHERD FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($975.4M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.