David Charles Kaplan
Management BoardShepherd Kaplan Krochuk, LLCCRD 2307318
About David Charles Kaplan
David Charles Kaplan is listed as Management Board at Shepherd Kaplan Krochuk, LLC in Boston, MA. Form ADV reports a beneficial ownership band of 10-25%. David Charles Kaplan 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 David Charles Kaplan work?
David Charles Kaplan is listed as Management Board at Shepherd Kaplan Krochuk, LLC on SEC Form ADV.
How much of Shepherd Kaplan Krochuk, LLC does David Charles Kaplan 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 | 2017 |
Shepherd Kaplan Krochuk, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |