SHEPHERD KAPLAN KROCHUK
Shepherd Kaplan Krochuk (“SKK”) is a leading, independently-owned, SEC Registered Investment Advisory firms. With more than 20 years of experience delivering fiduciary management and investing services and over $6 billion of assets under management, SKK combines a deep bench of talented professionals with a cutting-edge, proprietary technology platform to meet the unique needs of our private clients. We take pride in our ability to provide institutional capabilities with boutique quality client service. SKK provides a wide variety of services and capabilities within two divisions: Wealth Management and Asset Management.
SHEPHERD KAPLAN KROCHUK
Industry:
Angel Investment Financial Exchanges Financial Services Impact Investing Venture Capital
Status:
Active
Contact:
(617) 896 - 1600
Email Addresses:
[email protected]
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Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2020-03-31 | Peak Capital Management | Peak Capital Management acquired by Shepherd Kaplan Krochuk | N/A |
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-01-20 | Windgap Medical | Shepherd Kaplan Krochuk investment in Series B - Windgap Medical | N/A |
| 2021-06-03 | Etiometry | Shepherd Kaplan Krochuk investment in Series A - Etiometry | 9 M USD |
| 2020-12-09 | Trilio | Shepherd Kaplan Krochuk investment in Series B - Trilio | 12 M USD |
| 2020-06-29 | NanoDx | Shepherd Kaplan Krochuk investment in Series C - NanoDx | 18 M USD |
| 2019-01-25 | Windgap Medical | Shepherd Kaplan Krochuk investment in Corporate Round - Windgap Medical | N/A |