Shepherd Kaplan Krochuk, LLC
● SEC registered since 2003CRD 127304SEC# 801-62286Boston, MA
Ranks #815 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$10.88B
Fund GAV
$1.14B
Private funds
58
Employees
34
Accounts
1,405
Location
Boston, MA
Shepherd Kaplan Krochuk, LLC assets under management
Shepherd Kaplan Krochuk, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2003. It reports $10.9 billion in regulatory assets under management and employs 34 people. Shepherd Kaplan Krochuk, LLC manages 58 private funds with combined gross assets of $1.1 billion, including Skk Ventures Qp, LLC Series Ct0. By regulatory assets, it ranks 815 of 6,004 private fund managers.
Shepherd Kaplan Krochuk, LLC private funds
58 funds · $1.14B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Skk Ventures Qp, LLC Series Ct0 | Venture Capital | $220.1M | $250K |
| Skk Opportunity Zone Fund II, LP | Real Estate | $170.3M | $250K |
| Skk Ventures Qp, LLC Series Bd2 | Venture Capital | $91M | $250K |
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Join to unlock · $37/moShepherd Kaplan Krochuk, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bayard Nmn Dodge Control | Chief Compliance Officer | Under 5% | 2023 |
| Brackett Holdings, Inc. | Member | 10-25% | 2020 |
| Brian David Lockhart Control | Management Board | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Shepherd Kaplan Krochuk, LLC manage?
Shepherd Kaplan Krochuk, LLC reports $10.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Shepherd Kaplan Krochuk, LLC manage?
Shepherd Kaplan Krochuk, LLC manages 58 private funds with combined gross assets of $1.1 billion.
How many employees does Shepherd Kaplan Krochuk, LLC have?
Shepherd Kaplan Krochuk, LLC reports 34 employees.
Where is Shepherd Kaplan Krochuk, LLC located?
Shepherd Kaplan Krochuk, LLC is based in Boston, MA and has been SEC-registered since 2003.
Does Shepherd Kaplan Krochuk, LLC disclose fund performance?
Shepherd Kaplan Krochuk, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 53 State Street, 23rd Floor, Boston, MA 02109-2820 |
| Phone | 617-896-1600 |
| Fax | 617-896-1650 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$10.88B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$10.88Bregulatory AUM
Discretionary $2.06BNon-discretionary $8.83B
Fund type mix
Venture Capital46
Real Estate8
Private Equity4
Service providers
Auditor
Administrator