DFX Intelligence
Shepherd Finc Inv Advisory, LLC
unclassified
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $30,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan | 2024 | 27 50 | NONE | $15,000 |
| Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan | 2023 | 27 50 | NONE | $5,000 |
| Elanco US Inc. Fort Dodge Local 1155 Employees' Pension Plan | 2022 | 27 50 | NONE | $10,000 |
What changed
No dated events.