Shepherd Kaplan Krochuk, LLC
Shepherd Kaplan Krochuk, LLC (SKK) is a leading, independently owned SEC Registered Investment Advisory firm headquartered in Boston, Massachusetts. Founded in 1998, SKK has over 25 years of experience and manages approximately $9.7 billion in assets for a range of clients including high net worth families, family offices, foundations, endowments, and institutions. With a staff of talented professionals, SKK delivers tailored fiduciary management and investing services, combining institutional capabilities with boutique-level client service.
Investment Strategy
SKK employs a comprehensive, client-centered investment strategy across its Wealth Management and Asset Management divisions. The firm constructs tailored portfolios designed to meet clients’ bespoke needs for cash flow, growth, and risk management, with a focus on transparency and oversight. SKK utilizes proprietary technology and deep research capabilities to analyze both traditional and alternative investments—including equities, fixed income, private equity, hedge funds, real estate, and venture capital. Their approach emphasizes fiduciary duty, governance, tax efficiency, and multigenerational wealth planning. The asset management division offers access to differentiated strategies in hedge funds, direct real estate projects, venture capital (notably in healthcare and technology), and opportunistic private equity, providing flexible and diligenced opportunities through their broad industry network.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ANGL | VANECK ETF TRUST | 7.60% | $8.7M | 298,616 | $29.61 | $29.28 | -$171.5K |
U USMV | ISHARES TR | 6.18% | $7.1M | 75,749 | $84.28 | $93.87 | +$287.8K |
A AAPL | APPLE INC | 5.41% | $6.2M | 30,323 | $99.56 | $205.17 | -$513.7K |
V VTI | VANGUARD INDEX FDS | 5.26% | $6.1M | 19,922 | $273.49 | $303.93 | +$2.2M |
S SCHV | SCHWAB STRATEGIC TR | 4.79% | $5.5M | 199,296 | $17.63 | $27.67 | +$138.7K |