Back to Investors

Shepherd Kaplan Krochuk

Evidence PackPROIndependent
Real EstateBOSTON, MA, US Website
AUM
$10B
Ownership
independent
Stakeability
28 / VERY LOW
Priority
Tier
Employees
4
SEC RegisteredTeam Data

Coverage

17%

Adaptive profile: minimal

Signals present
2/12
SEC / ADVFund Performance(0)BDC Exposure(0)13F Holders(0)Team(7)ILS Deals(0)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Limited coverage for this entity. Some sections are hidden to reduce noise; as data lands, more modules will appear.

Data Freshness

Recent Changes

Stakeability Breakdown

28 / 100
Fund PerformanceAUM growth and fundraising track record
17
Team StabilityLeadership continuity and key person risk
14
Market PositionBrand strength and competitive positioning
28
Succession ReadinessNext-gen leadership and governance structure
45
Transaction FeasibilityLikelihood of a stake transaction
21
Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number
127304
SEC File Number
801-62286
Registration Type
Registered
Filing Date
Mar 31, 2025
Employee Count
N/A
Discretionary AUM
$1.5B
Private Funds
51
PE Funds
2
VC Funds
42
RE Funds
7
Hedge Funds
N/A
Gross Assets (Private)
$592.8M
Source: SEC IAPD

Team data requires Professional

Upgrade your plan to access this section.

Upgrade

Team intelligence requires Professional

Upgrade your plan to access this section.

Upgrade

Competition mapping requires Professional

Upgrade your plan to access this section.

Upgrade

No GP stakes deals recorded

This GP has not sold a minority stake, making it a potential target.