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SHFP, LLC
CRD 171571File 801-80085
APPROVED
Retail clients
Filing as of Jan 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$88.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $88.9M
Clients
25
162 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 21, 2014
- Principal office
- Not reported
- Phone
- (914) 282-0023
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $88.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $88.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 162
- Total accounts
- 162
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $86.1M |
| Individuals (other than high net worth individuals) | 5 | $2.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.