Inactive

Shidi Xu

Shepherd Investment Management

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Current Employers

Shepherd Investment Management

Palo Alto, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-10-24

CA RA
APPROVED

Since 2024-10-24

Branch Locations

Palo Alto, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Shepherd Capital Llc	Cambridge	MA	04/2023	03/2025
Blackrock Investment Management, Llc	San Francisco	CA	08/2015	02/2023
Shepherd Investment Management	Cambridge	MA	07/2024	03/2025
Self-Employed	Cambridge	MA	03/2023	07/2023
Shepherd Investment Management	Menlo Park	CA	03/2025	04/2025
Shepherd Investment Management	Palo Alto	CA	05/2025	Present
Shepherd Capital Llc	Menlo Park	CA	03/2025	04/2025
Shepherd Capital Llc	Palo Alto	CA	05/2025	Present

04/2023 → 03/2025

Shepherd Capital Llc

Cambridge, MA
08/2015 → 02/2023

Blackrock Investment Management, Llc

San Francisco, CA
07/2024 → 03/2025

Shepherd Investment Management

Cambridge, MA
03/2023 → 07/2023

Self-Employed

Cambridge, MA
03/2025 → 04/2025

Shepherd Investment Management

Menlo Park, CA
05/2025 → Present

Shepherd Investment Management

Palo Alto, CA
03/2025 → 04/2025

Shepherd Capital Llc

Menlo Park, CA
05/2025 → Present

Shepherd Capital Llc

Palo Alto, CA

Other Businesses

Shepherd Capital LLC - not investment related - Palo Alto, CA - non-operating - Founder and Managing Partner - 07/2023 - 0 - 0 - non-operating LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-12

S65 Uniform Investment Adviser Law Examination

2024-07-12

Other Names

Jess Xu

View on SEC IAPD

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