Shepherd Kaplan Krochuk LLC

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Assets, Funds, Holdings

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Shepherd Kaplan Krochuk LLC
CRD #127304
SEC #801-62286
CIK #
AUM $6.1 BB (16% Disc, 100% US)
Employees37 (38% Investors, 0% Brokers)
Phone617-896-1600
Address125 Summer St
Boston, MA 02110
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 4.1
CRC 1,030.0 3.5
NBL 10,660.0 3.0
IVV 2.7
CPRT 13,450.0 2.7
IWN 2.6
CPE 1,600.0 2.2
PXD 22,300.0 2.2
CPB 10,810.0 2.1
AXP 92,400.0 2.0
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE SKK Provident Investors LP 2019-03-28external
25.1
0.0
RE SKK RE Ventures Fund II LP 2018-04-02external
0.0
48.3
VC SKK Ventures LLC Series A0 2014-12-16external
22.9
1.4
VC SKK Ventures LLC Series A1 2014-12-16external
22.9
5.4
VC SKK Ventures LLC Series A2 2014-12-16external
22.9
3.7
VC SKK Ventures LLC Series B0 2014-12-16external
22.9
2.9
VC SKK Ventures LLC Series B1 2014-12-16external
22.9
3.1
VC SKK Ventures LLC Series B3 2014-12-16external
22.9
2.0
VC SKK Ventures LLC Series BD0 2014-12-16external
22.9
4.3
VC SKK Ventures LLC Series CT0 2014-12-16external
22.9
4.9
View All
Fund Directors # Filings # Firms 2011-2019
Ian Goodall 62 34
Karl Oreilly 32 21
David Kaplan 11 3
Timothy Krochuk 12 1
Rudolph Kluiber 10 1
Gregory Fraser 10 1
GRT Capital Partners LLC 8 1
Shepherd Kaplan Krochuk LLC 5 1
GRT Energy GP LLC 3 1
GRT Capital GP LLC 2 1
Related Firms State AUM ($BB)
Shepherd Kaplan Krochuk LLC
MA
6.1
Shepherd Kaplan LLC
MA
5.9
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