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Shepherd Kaplan
AddedFeb 15, 2024
UpdatedJun 28, 2026
Shepherd Kaplan

Shepherd Kaplan

Operating

SKK is a seasoned, independent wealth management firm with over $6B in assets, offering boutique service and innovative tech solutions.

Location
Boston, MA, US
Founded
2001
Firm
Compare
Portfolio
Employees
Website

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.

Shepherd Kaplan - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments6
Current Portfolio Count4
Total Portfolio Exits0

Top Investment Stages

Series B3 (50.0%)
Corporate Round1 (16.7%)
Series A1 (16.7%)
Series C1 (16.7%)

Stage Mix

Series B 50%Corporate Round 17%Series A 17%Series C 17%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Trilio logo

Trilio

Windgap Medical logo

Windgap Medical

Etiometry logo

Etiometry

NanoDx logo

NanoDx

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Shepherd Kaplan - Classification

Also Known As
  • Shepherd Kaplan LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
ISIC
  • 6419Other monetary intermediation
Show 10 more industry codes
NAICS
  • 522390Other Activities Related to Credit Intermediation
  • 522000Credit Intermediation and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 522300Activities Related to Credit Intermediation
  • 523910Miscellaneous Intermediation
SIC
  • 6000Depository Institutions
  • 6090Functions Related To Depository Banking
  • 6790Miscellaneous Investing
  • 6099Functions Related To Depository Banking, Not Elsewhere Classified
  • 6799Investors, Not Elsewhere Classified