Shepherd Kaplan Asset Manager Profile - aVenture Research
Shepherd Kaplan Krochuk (SKK) is a leading independent SEC Registered Investment Advisory firm with over $6 billion in assets under management. The firm specializes in wealth management, offering fiduciary management and investing services to private clients. SKK's investment focus spans various stages, including Series A, B, and C rounds, as well as corporate investments.
SKK prides itself on combining institutional capabilities with boutique-quality service. The firm leverages a proprietary cutting-edge technology platform and a team of experienced professionals to meet clients' unique needs. Notable portfolio companies include Etiometry, NanoDx, and Trilio, demonstrating SKK's interest in innovative technology and healthcare sectors.
Portfolio Snapshot
Observed round participation, including acquisitions and grants. Current holdings, investor exits, and write-offs are not established.
