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David Morris Shepherd

Co-CeoShepherd Kaplan LLCCRD 2284051

About David Morris Shepherd

David Morris Shepherd is listed as Co-Ceo at Shepherd Kaplan LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David Morris Shepherd is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Shepherd Kaplan LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Morris Shepherd work?

David Morris Shepherd is listed as Co-Ceo at Shepherd Kaplan LLC on SEC Form ADV.

How much of Shepherd Kaplan LLC does David Morris Shepherd own?

Form ADV reports a beneficial ownership band of Under 5%.

Shepherd Kaplan LLC

TitleCo-Ceo
OwnershipUnder 5%
Control personYes
Since2003
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Shepherd Kaplan Krochuk, LLC

TitleManagement Board
Ownership25-50%
Control personYes
Since2017
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Shepherd Kaplan LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2020
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Shepherd Kaplan Krochuk, LLC

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

Peak Capital Management, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2020
View Peak Capital Management, LLC →