# Shepherd Investment Management

Shepherd Investment Management is an Asset Manager based in Palo Alto.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Palo Alto
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** shepherd-cap.com
- **LinkedIn:** https://www.linkedin.com/company/shepherd-cap

## Regulatory record

- **CRD number:** 332697
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332697

## About

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.

## Sectors

- technology and adjacent sectors

## People

- Jess Xu - Founder — Managing Partner

## Questions

### Who runs investment decisions at Shepherd Investment Management?

No named principals — including any CEO, CIO, or portfolio manager — have been publicly attributed to Shepherd Investment Management through its own materials or external reporting as of mid-2026.

### 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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Last updated: 2026-08-11T15:08:04.536Z

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