# Shepherd Kaplan Krochuk

Shepherd Kaplan Krochuk is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1998
- **Assets under management:** 9700 (Altss estimate)
- **Website:** skk-llc.com
- **LinkedIn:** https://www.linkedin.com/company/shepherd-kaplan-krochuk-llc

## Regulatory record

- **CRD number:** 127304
- **SEC file number:** 801-62286
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127304

## About

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. 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.

## Sectors

- FinTech
- Digital Health
- PropTech
- Healthcare Services
- AI/ML

## People

- 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

## 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.

### 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.

## Related profiles

- [Koda Capital](https://altss.com/profile/koda-capital)
- [Fiduciary Counselling](https://altss.com/profile/fiduciary-counselling-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/shepherd-kaplan-krochuk-llc

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