Shepherd Kaplan Krochuk, LLC

Overview

Shepherd Kaplan Krochuk, LLC is an independently owned, SEC-registered investment advisory firm specializing in wealth and asset management services. With over 20 years of experience, the firm manages assets exceeding $6 billion, offering a range of services within its Wealth Management and Asset Management divisions. The firm is headquartered in Boston, Massachusetts, and operates with a team of professionals dedicated to providing institutional capabilities with boutique-quality client service. The firm's investment focus includes private equity and venture capital, targeting early-stage, growth, late-stage, pre-IPO, and buyout opportunities. Their geographical focus is primarily within the United States, and they have a diverse portfolio spanning various industries, including technology, healthcare, real estate, financial services, consumer products, energy, industrial, media, telecommunications, business services, consumer services, education, transportation, utilities, and materials. Shepherd Kaplan Krochuk, LLC has a history of strategic growth, including the acquisition of Peak Capital Management in 2020, which expanded their investment capabilities and client base. The firm's leadership includes co-founders David Shepherd and David Kaplan, who have been instrumental in its development and success. Their approach combines a deep bench of talented professionals with a cutting-edge, proprietary technology platform to meet the unique needs of their private clients, emphasizing a collaborative culture and client-first philosophy.

Investment Focus

• Accredited Investors
• Institutional Investors
• High Net-Worth Individuals

Portfolio Companies