Shepherd Kaplan Krochuk LLC
Legal Name: SHEPHERD KAPLAN KROCHUK, LLC
Full Contact Details
Shepherd Kaplan Krochuk LLC
125 SUMMER ST., FLOOR 22, BOSTON, MA
617-896-1600
617-896-1650
Other Info
Shepherd Kaplan Krochuk LLC, legally known as SHEPHERD KAPLAN KROCHUK, LLC, is a Delaware Limited Liability Company with 37 employees, 14 of which are in advisory roles. The number of clients served by the firm is undisclosed. As of August 20, 2003, the firm has been approved by the U.S. Securities and Exchange Commission with an unknown registration date.
Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk offers a wide variety of wealth management services along with alternative asset investment capabilities with a global reach.
Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk offers a wide variety of wealth management services along with alternative asset investment capabilities with a global reach.
Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk offers a wide variety of wealth management services along with alternative asset investment capabilities with a global reach.
Direct Owners
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DARMAN ANDER WING
GENERAL COUNSEL owns less than 5%
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DAVID CHARLES KAPLAN
MANAGING MEMBER owns more than 25% but less than 50%
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DAVID MORRIS SHEPHERD
MANAGING MEMBER owns more than 25% but less than 50%
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JONATHAN THOMAS PERRY
CHIEF FINANCIAL OFFICER owns less than 5%
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PETER JOHN DILORENZO
CHIEF OF STAFF; CHIEF INFORMATION SECURITY OFFICER owns less than 5%
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SEBASTIAN GRANZO
CHIEF COMPLIANCE OFFICER owns less than 5%
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TIMOTHY ADAM KROCHUK
MANAGING MEMBER owns more than 25% but less than 50%
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BRUCE GOODMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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STEPHEN MICHAEL BRACKETT
PRESIDENT owns less than 5%
Prime Brokers
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MORGAN STANLEY & CO. LLC
United States
Firms Located Nearby
- Ballyrock Investment Advisors LLC
- AGIS Management LLC
- WHITNEY PEAK CAPITAL, LLC
- Evolution Credit Partners Management LLC
- Thomson Reuters Global Markets Inc
- Monarch Partners Asset Management LLC
- Atwater Wealth Management Inc
- JP Marvel Investment Advisors Inc
- Acadian Asset Management LLC
- Polaris Capital Management LLC
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $18,049k
- Berkshire Hathaway, Inc. $9,713k
- COPART INC $4,167k
- DAVITA INC $3,229k
- ALPS ALERIAN MLP ETF $2,642k
- Diamondback Energy Inc $2,394k
- American Express Co. $2,338k
- WPX ENERGY INC $2,155k
- WALGREENS BOOTS ALLI $2,034k
- DELTA AIR LINES $1,998k