Privacy Policy

    Your privacy is important to us. Learn how we collect, use, and protect your information.

    Privacy Protection Commitment

    Shepherd Investment Management LLC ("SIM") is committed to safeguarding the use of your personal information that we have as your Investment Advisor. SIM (referred to as "we", "our" and "us" throughout this notice) protects the security and confidentiality of the personal information we have and make efforts to ensure that such information is used for proper business purposes in connection with the management or servicing of your account. Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.


    We do not sell your non-public personal information to anyone. Nor does SIM provide such information to others except for discrete and proper business purposes in connection with the servicing and management of your account as discussed below.


    Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this privacy policy.

    Data Collection Practices

    You typically provide personal information when you complete the paperwork required to become our Client. This information may include your:

    • Name and address
    • E-mail address
    • Phone number
    • Social security or taxpayer identification number
    • Assets
    • Income
    • Account balance
    • Investment activity
    • Accounts at other institutions

    In addition, we may collect non-public information about you from the following sources:

    • Information we receive on Brokerage Agreements, Managed Account Agreements and other Subscription and Account Opening Documents;
    • Information we receive in the course of establishing a customer relationship including, but not limited to, applications, forms, and questionnaires;
    • Information about your transactions with us or others

    Information Sharing Policy

    SIM works to provide products and services that benefit our customers. We can only share non-public personal information with non-affiliated third parties (such as brokers and custodians) as necessary for us to provide agreed services and products to you consistent with applicable law, and only after receiving specific consent from you to share that information, which is provided in the investment advisory agreement. Your non-public personal information may also be disclosed to you, persons we believe to be your authorized agent or representative, regulators in order to satisfy SIM's regulatory obligations, and as otherwise required or permitted by law.


    To repeat, we do not sell your non-public personal information to anyone, and will not share your non-public personal information with non-affiliated third parties without your consent.

    Former Client Information

    SIM does not disclose, and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our clients.

    Security & Confidentiality Measures

    Our employees are advised about the firm's need to respect the confidentiality of our customers' non-public personal information. Additionally, we maintain physical, procedural and electronic safeguards in an effort to protect the information from access by unauthorized parties.

    Policy Updates & Communication

    We will send you notice of our privacy policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise our privacy policy, and will provide you with a revised policy if the changes materially alter the previous privacy policy. We will not, however, revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. You may obtain a copy of our current privacy policy by contacting us.

    Cookies & Business Identification

    We use cookies and third-party tools to analyze website traffic and identify the business organizations visiting our site. This helps us understand professional interest in our services and improve our marketing. By using our site and accepting cookies, you consent to this automated data collection. You can manage your preferences at any time via our .

    Shepherd Investment Management LLC

    An investment manager dedicated to long-only, fundamental investing in global public technology company equities.

    © 2026 Shepherd Investment Management LLC. All rights reserved.

    Shepherd Investment Management LLC is an investment adviser registered in the state of California. Registration does not imply a certain level of skill or training. Additional information, including our Form ADV Part 2 brochure, is available at the SEC's Investment Adviser Public Disclosure (IAPD) website.

    This website is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or investment product. All investment advisory services are provided through separately managed accounts.

    Investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Information is believed to be accurate but may not be complete or current. For full disclosures, please go to our Terms of Services page.

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