Sheppard Wealth Management Fund Manager Profile

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Type

Hedge Fund Manager

Location

Bend OR US

Alternative Asset Classes

Established

2014

Firm Ownership

Investment Team Staff

Total Staff

Established in 2014, Sheppard Wealth Management is a hedge fund manager founded by John S. Swanson. It is headquartered in Bend, Oregon, with offices in Eugene, Oregon, and Bellevue, Washington. The firm manages Opal Sheppard Opportunities Fund I, which employs an opportunistic strategy.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	0			-

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2 Known Decision Makers

Contact Name	Position	Location	Email	Telephone	Asset Class
	Principal & Wealth Manager	Bend, US			HF
	Director of Operations	Bend, US			HF

Showing 2 of 2 known decision makers at Sheppard Wealth Management

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1 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Opportunistic	Liquidated

Showing 1 of 1 hedge funds managed by Sheppard Wealth Management