← Tributary

SHEPHERD STREET ADVISORS

LARKSPUR, CA · CRD 306021 · IAPD ↗ · shepherdstreetadvisors.com · 415-780-8758

$126.2MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — SHEPHERD STREET ADVISORS (LARKSPUR, CA) is newly SEC-registered with $107.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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