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Managing Member/chief Compliance Officer · Shepherd Street Advisors

Adam P. Schneiberg

CRD 2169983 · Named on Form ADV at one SEC-registered adviser

At a glance

Shepherd Street Advisors, an SEC-registered wealth manager based in Larkspur, CA with $126 million in regulatory assets, lists Adam P. Schneiberg on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Shepherd Street AdvisorsManaging Member/chief Compliance OfficerWealth manager · Larkspur, CA · $126M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.