S
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2024
- Office Locations
- 1
Office Locations
-- Palo Alto CA
About Shepherd Investment Management
Shepherd Investment Management is a Palo Alto-based RIA providing long-only, fundamental public-equity strategies focused on global technology companies. Founded in 2024 by Jess Xu (ex BlackRock Global Tech Funds VP), the firm serves retail clients and custody is at Interactive Brokers.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$397.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHIDI XU
Chief Compliance Officer, Investment Director, Managing Partner
- CRD
- #7967069
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,178,293 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,178,293 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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