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Shepherd Investment Management
Shepherd Investment Management is a Registered Investment Advisor based in Palo Alto, CA, specializing in public equity. It runs a global technology...
Overview
Shepherd Investment Management is a Registered Investment Advisor based in Palo Alto, CA, specializing in public equity. It runs a global technology long-only equity strategy focused on overlooked and undervalued public equity opportunities in technology and adjacent sectors. The firm is 100% employee-owned with significant founder capital and offers the strategy through separately managed accounts.
General information
Firm type
Asset Manager
Year founded
2023
Location
City
Palo Alto
Principals
Jess Xu - Founder
Managing Partner
Sector focus
Frequently asked questions
Does Shepherd Investment Management disclose its assets under management?
No AUM figure has been disclosed. The firm does not appear in standard commercial databases for registered or exempt reporting advisers with a published AUM number.
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