# Shepherd Street Advisors

> Shepherd Street Advisors is an SEC-registered investment advisory firm in Larkspur, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 306021
- Filed as: SHEPHERD STREET ADVISORS
- Legal name: Shepherd Street Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306021
- AdvisorCensus page: https://advisorcensus.com/firm/shepherd-street-advisors-larkspur-ca-306021

## Quick answers

**How is Shepherd Street Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Shepherd Street Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Shepherd Street Advisors charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $1,200 to $10,000 a year (annual financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Shepherd Street Advisors located?**
Shepherd Street Advisors' principal office is in Larkspur, CA, according to its Form ADV.

**Is Shepherd Street Advisors registered with the SEC or a state?**
Shepherd Street Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 306021.

**How much does Shepherd Street Advisors manage?**
Shepherd Street Advisors reports $126,244,796 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Shepherd Street Advisors' assets and staff changed since 2025?**
In the Form ADV data for Shepherd Street Advisors: Regulatory assets under management: $107,591,226 in the October 2025 data and $126,244,796 in the October 2026 data, up 17%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shepherd Street Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (11).

**Which custodians does Shepherd Street Advisors use?**
Shepherd Street Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Shepherd Street Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306021

**Does Shepherd Street Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Shepherd Street Advisors generally imposes a minimum relationship size of $750,000, which may be waived at the Advisor’s sole discretion."

**What changed in Shepherd Street Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $107,591,226 to $126,244,796 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> Shepherd Street Advisors generally imposes a minimum relationship size of $750,000, which may be waived at the Advisor’s sole discretion.

- Flat fee: $1,200 to $10,000 a year (annual financial planning services)

> Annual financial plans are billed for a fixed annual fee ranging from $1,200 to $10,000, depending on the scope and complexity of the Client engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,244,796
- Discretionary: $126,244,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,826,762 |
| High net worth individuals | 38 | $122,355,842 |
| Corporations or other businesses not listed above | Fewer than 5 | $62,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shepherdstreetadvisors.com
- LinkedIn @shepherd-street-advisors-llc
- LinkedIn @adam-schneiberg-5890385
- LinkedIn @katherine-mcgee-profile1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,591,226 | 2 | March 11, 2025 |
| October 2026 | $126,244,796 | 2 | March 10, 2026 |

Regulatory assets under management: $107,591,226 in the October 2025 data and $126,244,796 in the October 2026 data, up 17%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $107,591,226 to $126,244,796 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shepherd Street Advisors (CRD 306021): Form ADV filing data as of October 2026.