Shepherd Kaplan Krochuk, LLC

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Shepherd Kaplan Krochuk, LLC Overview

Type

Multi Family Office

Year Founded

1998

General Information

Shepherd Kaplan Krochuk, LLC is a multi-family office headquartered in Boston. Founded in 2001 by investment professionals David Shepherd, David Kaplan, and Timothy Krochuk—who created their wealth through decades of portfolio management and institutional advisory work—the firm provides integrated wealth and investment management services for affluent families and select institutions, coupling discretionary and nondiscretionary mandates with access to alternative asset strategies.

Contact Information

Website:
https://www.skk-llc.com

Year Founded:
1998

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
125 Summer Street, Suite 1430, Boston, MA 02110

Portfolio & Notable Allocations


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Shepherd Kaplan Krochuk Llc | Boston Multi Family Office | Altss