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Brian David Lockhart

Management BoardShepherd Kaplan Krochuk, LLCCRD 2508255

About Brian David Lockhart

Brian David Lockhart is listed as Management Board at Shepherd Kaplan Krochuk, LLC in Boston, MA. Form ADV reports a beneficial ownership band of 10-25%. Brian David Lockhart is associated with 3 registered advisers.

Reported ownership

Owns 10-25% of Shepherd Kaplan Krochuk, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian David Lockhart work?

Brian David Lockhart is listed as Management Board at Shepherd Kaplan Krochuk, LLC on SEC Form ADV.

How much of Shepherd Kaplan Krochuk, LLC does Brian David Lockhart own?

Form ADV reports a beneficial ownership band of 10-25%.

Shepherd Kaplan Krochuk, LLC

TitleManagement Board
Ownership10-25%
Control personYes
Since2020
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Peak Capital Management, LLC

TitleChief Executive Officer, Chief Investment Officer
Ownership10-25%
Control personYes
Since2006
View Peak Capital Management, LLC →

Shepherd Kaplan Krochuk, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2020
View Shepherd Kaplan Krochuk, LLC →