Shepherd Kaplan Krochuk LLC

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.

• DARMAN ANDER WING

  GENERAL COUNSEL owns less than 5%

• DAVID CHARLES KAPLAN

  MANAGING MEMBER owns more than 25% but less than 50%

• DAVID MORRIS SHEPHERD

  MANAGING MEMBER owns more than 25% but less than 50%

• JONATHAN THOMAS PERRY

  CHIEF FINANCIAL OFFICER owns less than 5%

• PETER JOHN DILORENZO

  CHIEF OF STAFF; CHIEF INFORMATION SECURITY OFFICER owns less than 5%

• SEBASTIAN GRANZO

  CHIEF COMPLIANCE OFFICER owns less than 5%

• TIMOTHY ADAM KROCHUK

  MANAGING MEMBER owns more than 25% but less than 50%

• BRUCE GOODMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• STEPHEN MICHAEL BRACKETT

  PRESIDENT owns less than 5%

• MORGAN STANLEY & CO. LLC
  United States

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• Analyzing Shepherd Kaplan Krochuk's Q4 2022 13F Filings: Changes in Holdings and Investment Strategy Insights

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