CRD: 169093
Shepherd Financial Partners, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2015
- Office Locations
- 2
Office Locations
About Shepherd Financial Partners, LLC
Shepherd Financial Partners is a Winchester, MA-based RIA providing financial planning and private wealth management for clients with complex, multigenerational needs. The firm delivers a multifamily-office style experience, strategic tax planning alongside CPAs, estate/legacy planning, and retirement plan consulting for individuals, businesses, and nonprofits. An in-house asset management team builds customized, risk-based portfolios across public and private assets; securities are offered through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT MARK SHEPHERD
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #1844029
- Ownership
- 75% or more
STEVE LEE KUHLMAN
MANAGING DIRECTOR, Owner
- CRD
- #2932993
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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PAUL ROBERT BOURGEOIS
Financial Advisor, General Partner
- CRD
- #1686471
ANTHONY JOSEPH CIARAMITARO
--
- CRD
- #7205970
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,379,061,513 | $710,490 |
| Non-Discretionary | $0 | -- |
| Total | $1,379,061,513 | $710,490 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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