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Wealth Manager • Boston, United States

Shepherd Kaplan Krochuk

Shepherd Kaplan Krochuk is a wealth manager based in Boston, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$7.7B
Assets Under Mgmt
Wealth Manager
Investor Type
Boston, United States
Headquarters
About

Shepherd Kaplan Krochuk

With more than 20 years of experience delivering fiduciary management and investing services and over $7.7 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.

Investment Focus

What Shepherd Kaplan Krochuk Invests In

Investment types: Philanthropy, Joint Venture/Partner, Asset Disposition

Sectors & themes: Travel Accommodations & Tourism, Concierge Services, Charitable Investments, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Diversified Finance Consulting, Retirement Planning, Multi-Asset Investing, Investment Management, Fund of Funds, Capital Markets, SaaS, IoT Technology, Digital Technology, DeepTech, Cybersecurity, Cloud Infrastructure, Big Data, Augmented & Virtual Reality (AR & VR), AI/Robotics/Machine Learning, High-Level Sectors, Tourism & Hospitality, Non-Profit, Finance, Financial Services, Traditional Investments (Liquid Assets), Technology, Emerging Technology

Preferred geographies: United States, United Kingdom, Emerging Markets, Europe, Canada, Australia/New Zealand, Asia/Pacific, Africa, Global, Latin America

Location: 53 State Street\n23Rd Floor\nBoston\nMassachusetts\n02109\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.