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