Patrick Shepherd
Financial advisor at Corient Private Wealth LP · St. Petersburg, FL
Last updated 2026-10-10
Claim your profilePatrick Shepherd is a financial advisor at Corient Private Wealth LP in St. Petersburg, FL, CRD 7716062. Licenses and exams on the registration: Series 65. IAPD registration began 2023-07-25.
Registration
- CRD number
- 7716062
- Registration status
- Active
- IAPD registration
- 2023-07-25
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- FL
Licenses and exams
- Series 65
Work history
- 2022-11 to 2023-03 · Ci Doyle Private Wealth, LLC · St. Petersburg, FL
- 2021-06 to 2022-10 · Infenergy Solar Solutions · St. Petersburg, FL
- 2018-01 to 2021-05 · Twru Cpas & Financial Advisors · Baton Rouge, LA
- 2015-01 to 2017-12 · Louisiana State University · Baton Rouge, LA
- 2022-12 to Present · Corient · St. Petersburg, FL
- 2023-07 to Present · Corient Services LLC · Miami, FL
- 2023-01 to 2023-07 · Cipw Service Company, LLC · Toronto
Current employment
- Corient · Miami, FL
Corient Private Wealth LP
- Regulatory AUM
- $165,252,436,553
- Registered advisors
- 674
- Offices
- 144
- Clients per advisor
- 39.4 (Low)
- Average AUM per client
- $6.2M (Moderate)
- High-net-worth client ratio
- 73.6% (High)
Corient Private Wealth LP: advisors, services and reported ETF investments
About
Patrick Shepherd is a financial advisor at Corient, operating as Corient Private Wealth LP in St. Petersburg, FL. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 11 years of reported work history.
Corient Private Wealth LP's firm-level Form ADV reports 674 advisors across 144 offices; approximately 39.4 clients per advisor, average assets per client of $6,215,769, and regulatory AUM of $165.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $24.7B across 662 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Shepherd personally.
Reported ETF positions
Corient Private Wealth reports 662 ETF positions worth $24.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3B |
| VEA — Vanguard FTSE Developed Markets ETF | $2.1B |
| VOO — Vanguard S&P 500 ETF | $1.7B |
| SPY — SPDR S&P 500 ETF TRUST | $1B |
| VTI — Vanguard Morningstar Total Stock Market ETF | $693.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Corient Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | PVAL — Putnam Focused Large Cap Value ETF | $66.9M | Top 99.7% | Peer conviction 84.8% · Active return +5.55% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $3B | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $31.5M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $17.8M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Corient Private Wealth LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Market Timing Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
100 2nd Avenue South, St. Petersburg, FL 33701
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (305) 735-2020
- Website: corient.com
- Youtube
Official record
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