SHEPHERD FINANCIAL PARTNERS, LLC

CRD 169093File 801-106533

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.38B

Above cohort median (national)

Discretionary AUM

$1.38B

Clients

767

1,941 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Aug 24, 2015
Principal office: 1004 MAIN STREET, WINCHESTER, MA, 01890
Phone: (781) 756-1804
Website: https://x.com/ShepFinPart

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.38B
Discretionary AUM: $1.38B
Non-discretionary AUM: $0
Discretionary accounts: 1,941
Non-discretionary accounts: 0
Total accounts: 1,941
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$95.3M
Charitable organizations	14	$9.6M
High net worth individuals	344	$1.14B
Pension and profit sharing plans	7	$37.7M
Individuals (other than high net worth individuals)	386	$99.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.