Shepherd Street Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, foundations and charitable organizations. The firm offers customized portfolio construction and ongoing supervision, and can implement advice through unaffiliated independent managers or by arranging held‑away participant account access via the Pontera platform.
Portfolios are built from individual equities, low‑cost mutual funds, ETFs, bonds and options, with Shepherd Street applying fundamental, technical and charting analysis and generally favoring a long‑term orientation while permitting shorter‑term trading for rebalancing or tactical needs. The firm’s disclosure specifically notes the use of derivatives (including options strategies) within separately managed accounts as a component of implementation and risk management.
What is distinctive relative to many peers is the firm’s combination of complementary educational seminars on personal finance and explicit, documented use of derivatives in client accounts—features the brochure flags and that are less common among supported advisors. The firm also emphasizes participant account management via third‑party access, oversight of independent managers, and a percentage‑of‑assets compensation model while managing roughly $126 million for a relatively small number of client relationships.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually $3,000,000 - $6,000,000: 0.75% annually $6,000,000+: 0.50% annually
Account minimum: $750,000 Fee-only: Annual financial planning fees range from $1,200 to $10,000, billed quarterly in advance
Main office
900 Larkspur Landing Circle, Suite 205
Larkspur CA 94939
Advisors at this office
2
Most active in
California · Maryland · Texas
Also doing business as
Shepherd Street Advisors · Shepherd Street Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Katherine M
Series 65
Larkspur, CA
Shepherd Street Advisors
Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with a Series 65 designation and one year of industry experience. She previously worked at Wells Fargo for 15 years and was self-employed for one year before joining Shepherd Street Advisors. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a primarily long-term, core-plus-satellite investment approach that incorporates fundamental, technical, and charting analysis, with flexibility for shorter-term trades and the use of derivatives within separately managed accounts.
Adam S
Series 63, Series 66
Larkspur, CA
Shepherd Street Advisors
Adam Schneiberg is a financial advisor with Shepherd Street Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Shepherd Street Advisors since 2019 and previously at Jacobs & Company, LLC from 2014 to 2019. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a long-term, core-plus-satellite investment approach, combining fundamental, technical, and charting analysis, and offers educational seminars on personal finance and investing.
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