Shepherd Kaplan Krochuk, LLC

Profile Preview — Altss

Shepherd Kaplan Krochuk, LLC Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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

Altss Insights

Need institutional-grade insight on family offices?

Altss delivers:

  • • Live OSINT deal alerts
  • • Allocation history by asset class
  • • Principals with verified direct contacts

Prefer a guided tour?

We’ll walk you through:

  • • Interactive funding timelines
  • • Custom mandate & allocation filters