Brian David Lockhart
Management BoardShepherd Kaplan Krochuk, LLCCRD 2508255
About Brian David Lockhart
Brian David Lockhart is listed as Management Board at Shepherd Kaplan Krochuk, LLC in Boston, MA. Form ADV reports a beneficial ownership band of 10-25%. Brian David Lockhart is associated with 3 registered advisers.
Reported ownership
Owns 10-25% of Shepherd Kaplan Krochuk, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian David Lockhart work?
Brian David Lockhart is listed as Management Board at Shepherd Kaplan Krochuk, LLC on SEC Form ADV.
How much of Shepherd Kaplan Krochuk, LLC does Brian David Lockhart own?
Form ADV reports a beneficial ownership band of 10-25%.
Shepherd Kaplan Krochuk, LLC
| Title | Management Board |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2020 |
Peak Capital Management, LLC
| Title | Chief Executive Officer, Chief Investment Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2006 |
Shepherd Kaplan Krochuk, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |