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Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk was established in 1998 by David Shepherd, David Kaplan, and Timothy Krochuk. The three had built their careers managing institutional...
Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk was established in 1998 by David Shepherd, David Kaplan, and Timothy Krochuk. The three had built their careers managing institutional portfolios and providing advisory services before forming the multi-family office. The firm allocates across private equity, hedge funds, private credit, real estate, and venture strategies. It executes through direct co-investments, SPVs, fund-of-funds commitments, and activist positions. Confirmed holdings include the Four Seasons New Orleans Hotel and Manchester Pacific Gateway. Geographies center on North America and Europe. Investment stages span buyouts through Series C. Assets under management total $9.7 billion. The team maintains offices only in Boston. Adjacent vehicles include the Shepherd Kaplan Krochuk Charitable Fund and two opportunity zone funds focused on mixed-use real estate. Timothy Krochuk holds membership in YPO. The firm operates with a hybrid mandate that allows both discretionary authority and nondiscretionary oversight for clients. This setup separates it from pure fund-of-funds platforms by retaining direct real-asset exposure through vehicles such as SKK Re Ventures Fund II.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
David Shepherd
Managing Partner and Co-Founder
David Kaplan
Managing Partner and Co-Founder
Timothy Krochuk
Managing Partner and Founder
Stephen Brackett
President and Co-Head of Alternative Investments
Sector focus
Frequently asked questions
Who runs investment decisions at Shepherd Kaplan Krochuk?
David Shepherd, David Kaplan, and Timothy Krochuk serve as managing partners. Stephen Brackett acts as President and Co-Head of Alternative Investments.
Does Shepherd Kaplan Krochuk participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to external funds while also executing direct co-investments and SPVs in real estate and operating companies.
What investment stages does Shepherd Kaplan Krochuk typically target?
Stages range from buyouts to Series A through Series C. The firm also pursues public-to-private transactions and secondaries.
Where does the underlying wealth come from at Shepherd Kaplan Krochuk?
The founders accumulated capital through decades of portfolio management and institutional advisory roles before launching the firm.
How is Shepherd Kaplan Krochuk related to the Roy and Patricia Disney Family Foundation?
The firm serves as investment manager for the foundation under a nondiscretionary mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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