|
⚲
|
| Keyboard |
| Shepherd Kaplan Krochuk LLC
✚
|
|
|---|---|
| CRD # | 127304 |
| SEC # | 801-62286 |
| CIK # | 0001218583 |
| AUM | 10.88 B (2026-03-31) |
| Employees | 34 (44% Investors, 0% Brokers) |
| Phone | 617-896-1600 |
| Address | 53 State Street Boston, MA 02109-2820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Energy Transfer Equity LP | 4.1 | ||
| Campbell Soup Co | 2.4 | ||
| Kinder Morgan Inc | 2.2 | ||
| Newmont Mining Corp /DE/ | 1.2 | ||
| Dow Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | SKK 9I Ventures LLC Series TR3 | [2026-03-31] | 6.4 M | |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series TR3 | [2026-03-31] | 6.4 M | 0.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | SKK Globalai Investors LP | [2026-03-31] | 0.4 M | 12.1 M |
| Filed 2025-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | SKK Globalai Investors QP LP | [2026-03-31] | 0.1 M | 65.5 M |
| Filed 2025-10-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | SKK-Global Partners Property Fund II LP | [2026-03-31] | 3.8 M | |
| Offered $51,000,000 · Filed 2025-04-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $51,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| VC | SKK Ventures LLC Series CT2 | [2026-03-31] | 62.5 M | 3.0 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series CT2 | [2026-03-31] | 160.8 M | 33.2 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series AT2 | [2025-03-31] | 6.4 M | 0.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series AT2 | [2025-03-31] | 60.7 M | 2.2 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series AT1 | [2024-03-28] | 6.4 M | 1.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series ET1 | [2024-03-28] | 6.4 M | 0.5 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series QM0 | [2024-03-28] | 6.4 M | 0.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series TR2 | [2024-03-28] | 6.4 M | 1.1 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series AT1 | [2024-03-28] | 60.7 M | 5.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series ET1 | [2024-03-28] | 60.7 M | 7.9 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series QM0 | [2024-03-28] | 60.7 M | 12.5 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series TR2 | [2024-03-28] | 6.4 M | 5.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series CT1 | [2024-03-28] | 62.5 M | 4.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG6 | [2024-03-28] | 62.5 M | 2.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series CT1 | [2024-03-28] | 160.8 M | 43.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series WG6 | [2024-03-28] | 160.8 M | 7.9 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series AT0 | [2023-03-31] | 6.4 M | 1.3 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series TR1 | [2023-03-31] | 6.4 M | 0.5 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series AT0 | [2023-03-31] | 60.7 M | 16.3 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series ET-S | [2023-03-31] | 60.7 M | 1.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series TR1 | [2023-03-31] | 60.7 M | 4.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | SKK CAYO Largo Development LP | [2023-03-31] | 4.5 M | 0.4 M |
| Filed 2023-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | SKK Opportunity Zone Fund II LP | [2023-03-31] | 57.0 M | 170.3 M |
| Filed 2023-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | SKK Ventures LLC Series BD1 | [2023-03-31] | 62.5 M | 0.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series BD2 | [2023-03-31] | 62.5 M | 9.1 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series BD1 | [2023-03-31] | 160.8 M | 14.3 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series BD2 | [2023-03-31] | 160.8 M | 91.0 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series BD-S | [2023-03-31] | 160.8 M | 1.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series ET0 | [2022-03-30] | 60.7 M | 8.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | SKK-Aw Jones Strategies Fund LP | [2022-03-30] | 3.7 M | 2.9 M |
| Filed 2022-06-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | SKK-FHR Industrial Fund I LP | [2022-03-30] | 34.1 M | 26.7 M |
| Filed 2024-04-26 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | SKK-Global Partners Property Fund I LP | [2022-03-30] | 38.6 M | 56.6 M |
| Offered $74,900,000 · Filed 2023-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $36,310,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG5 | [2022-03-30] | 62.5 M | 2.3 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series WG5 | [2022-03-30] | 160.8 M | 12.2 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| PE | Kairos SKK Envirokure Investors LP | [2021-03-31] | 35.0 M | 35.9 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures LLC Series ET0 | [2021-03-31] | 6.4 M | 0.3 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | SKK Access Income Fund LP | [2021-03-31] | 118.1 M | 46.2 M |
| Filed 2025-04-17 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| VC | SKK 9I Ventures LLC Series TR0 | [2020-03-30] | 6.4 M | 1.2 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK 9I Ventures QP LLC Series TR0 | [2020-03-30] | 60.7 M | 6.8 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | SKK Opportunity Zone Fund I LLC | [2020-03-30] | 59.5 M | 36.3 M |
| Filed 2023-04-28 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | SKK RE Ventures Fund II PFD LP | [2020-03-30] | 13.5 M | |
| Offered $25,100,000 · Filed 2020-03-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $11,615,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series BD0 | [2020-03-30] | 160.8 M | 21.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series CT0 | [2020-03-30] | 160.8 M | 220.1 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| VC | SKK Ventures QP LLC Series WG4 | [2020-03-30] | 160.8 M | 3.1 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $380,020 · Revenue Decline to Disclose | ||||
| PE | SKK Provident Investors LP | [2019-03-29] | 25.1 M | 32.9 M |
| Filed 2019-03-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | SKK RE Ventures Fund II LP | [2019-03-29] | 39.8 M | |
| Filed 2018-04-02 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series BD0 | [2019-03-29] | 62.5 M | 16.6 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series CT0 | [2019-03-29] | 62.5 M | 75.5 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series EG2 | [2019-03-29] | 62.5 M | 1.8 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG0 | [2019-03-29] | 62.5 M | 2.1 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG1 | [2019-03-29] | 62.5 M | 1.9 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG3 | [2019-03-29] | 62.5 M | 1.4 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series WG4 | [2019-03-29] | 62.5 M | 1.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | SKK Ventures LLC Series EG0 | [2016-03-30] | 62.5 M | 0.7 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | GRT Energy & Income LP | [2015-03-30] | 31.0 M | 23.6 M |
| Filed 2017-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | SKK Ventures LLC Series EG1 | [2015-03-30] | 62.5 M | 2.8 M |
| Filed 2025-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | GRT Energy Long-Only LP | [2014-03-27] | 25.8 M | 16.8 M |
| Filed 2017-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GRT Energy LP | [2013-04-01] | 58.3 M | 39.3 M |
| Filed 2017-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Deep Woods Partners QP LP | [2012-03-30] | 8.7 M | 16.3 M |
| Filed 2014-04-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GRT Concentric Partners LP | 2012-03-30 | 8.5 M | |
| HF | GRT Natural Resources LP | [2012-03-30] | 3.6 M | 5.4 M |
| Filed 2013-04-30 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GRT Technology LP | 2012-03-30 | 3.7 M | |
| HF | GRT Topaz Offshore Partners Ltd | [2012-03-30] | 131.5 M | 18.1 M |
| Filed 2016-03-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SKK Closed-End Opportunities LP | [2012-03-30] | 5.2 M | 16.6 M |
| Filed 2022-04-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SKK Deep Woods Partners LP | [2012-03-30] | 19.2 M | 11.1 M |
| Filed 2018-11-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SKK Health Care LP | 2012-03-30 | 27.1 M | |
| HF | SKK Topaz Partners LP | 2012-03-30 | 1.5 M | |
| HF | SKK Topaz Partners QP LP | [2012-03-30] | 202.7 M | 2.9 M |
| Filed 2022-04-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | SKK Value Fund LP | 2012-03-30 | 1.0 M | |
| HF | United Alpha Partners LP | [2012-03-30] | 1.8 M | 1.5 M |
| Filed 2012-04-30 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.0 |
| (b) Individuals (high net worth individuals) | 83 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 1.2 |
| (g) Pension and profit sharing plans | 18 | 7.4 |
| (h) Charitable organizations | 22 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 68 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,405 | 10.9 |
| By Discretionary | ||
| Discretionary | 131 | 2.1 |
| Non-Discretionary | 1,274 | 8.8 |
| Total | 1,405 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 1,405 | 10.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ian Goodall | Director | 141 | 33 | |
| Karl O'Reilly | Director | 92 | 23 | |
| David Kaplan | Executive Officer | 116 | 5 | |
| Shepherd Kaplan Krochuk LLC | Executive Officer, Promoter | 23 | 3 | |
| Kairos Investment Management Company LLC | Executive Officer | 13 | 3 | |
| Aw Jones Advisors LLC | Executive Officer | 4 | 3 | |
| Timothy Krochuk | Executive Officer | 28 | 2 | |
| Rudolph Kluiber | Executive Officer | 18 | 2 | |
| Gregory Fraser | Executive Officer | 18 | 2 | |
| David Shepherd | Executive Officer | 17 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001218583] | |
| SC 13D | [0001218583] | |
| SC 13G | [0001218583] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| Related People Network |
|---|
| 40 people file Form D offerings alongside this firm's people. |
| Related Firms | State | AUM |
|---|---|---|
|
Shepherd Kaplan Krochuk LLC
✚
|
MA | 10.88 B |
|
Shepherd Kaplan LLC
✚
|
MA | 10.16 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gresham Partners LLC
✚
|
IL | 13.80 B |
|
Valeo Financial Advisors LLC
✚
|
IN | 12.96 B |
|
CURI Capital LLC
✚
|
IL | 11.58 B |
|
Gerber/Taylor Management LLC
✚
|
TN | 11.42 B |
|
Tocqueville Asset Management LP
✚
|
NY | 10.24 B |
|
BMO Family Office LLC
✚
|
IL | 9,990.0 M |
|
The Cynosure Group
✚
|
UT | 9,848.0 M |
|
MSA Advisors LLC
✚
|
CA | 9,647.0 M |
|
Battery Global Advisors LLC
✚
|
MA | 8,374.3 M |
|
Chilton Investment Services LLC
✚
|
CT | 8,150.1 M |