SHFP, LLC
  • SHFP, LLC

Adviser Profile

As of Date 01/16/2026
Registration SEC, Approved, 07/21/2014
Contact Info (91 xxxxxxx
AUM* 88,892,000 25%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 548,716 19%
% High Net Worth 80.00% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

89M 76M 63M 51M 38M 25M 13M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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