| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Skk Opportunity Zone Fund II, LP | Real Estate | $82.8M | $250K |
| Skk Ventures Qp, LLC Series Bd2 | Venture Capital | $62.6M | $250K |
| Skk Opportunity Zone Fund I, LLC | Real Estate | $54.2M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bayard Nmn Dodge Control | Chief Compliance Officer | Under 5% | 2023 |
| Brackett Holdings, Inc. | Member | 10-25% | 2020 |
| Brian David Lockhart Control | Management Board | 10-25% | 2020 |
Shepherd Kaplan Krochuk, LLC reports $9.7 billion in regulatory assets under management on its Form ADV.
Shepherd Kaplan Krochuk, LLC manages 51 private funds with combined gross assets of $592.8 million.
Shepherd Kaplan Krochuk, LLC reports 40 employees.
Shepherd Kaplan Krochuk, LLC is based in Boston, MA and has been SEC-registered since 2003.
Shepherd Kaplan Krochuk, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 53 State Street, 23rd Floor, Boston, MA 02109-2820 |
| Phone | 617-896-1600 |
| Fax | 617-896-1650 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.5B |
| Non-discretionary | $8.24B |
| Total (RAUM) | $9.74B |