David Morris Shepherd
Co-CeoShepherd Kaplan LLCCRD 2284051
About David Morris Shepherd
David Morris Shepherd is listed as Co-Ceo at Shepherd Kaplan LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David Morris Shepherd is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Shepherd Kaplan LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Morris Shepherd work?
David Morris Shepherd is listed as Co-Ceo at Shepherd Kaplan LLC on SEC Form ADV.
How much of Shepherd Kaplan LLC does David Morris Shepherd own?
Form ADV reports a beneficial ownership band of Under 5%.
Shepherd Kaplan Krochuk, LLC
| Title | Management Board |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |
Shepherd Kaplan LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Shepherd Kaplan Krochuk, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Peak Capital Management, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |