Shepherd Street Advisors
Shepherd Street Advisors is an SEC-registered ria in Larkspur, CA with $126.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Shepherd Street Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306021, SEC 801-132376, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $126.2M (2026-03-10)
- Firm type
- Ria
- Location
- Larkspur, CA
- Employees
- 2
- Clients
- 49
- CRD
- 306021
- Ownership
- SCHNEIBERG, ADAM, PHILLIP
How much AUM does Shepherd Street Advisors have?
Shepherd Street Advisors reported $126.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Shepherd Street Advisors?
Disclosed owners and executives of Shepherd Street Advisors include SCHNEIBERG, ADAM, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.