Organization · Family Office
Shepherd Kaplan Krochuk, LLC
Shepherd Kaplan Krochuk, LLC (SKK) is a Boston-based SEC Registered Investment Advisory firm specializing in wealth and asset management services, with a focus on healthcare and technology investments.
Overview
What Shepherd Kaplan Krochuk, LLC does
What Shepherd Kaplan Krochuk, LLC is
Shepherd Kaplan Krochuk, LLC (SKK) is a Boston-based SEC Registered Investment Advisory firm specializing in wealth and asset management services, with a focus on healthcare and technology investments.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 2017
- Approximate age
- About 9 years
- Structured capabilities
- Funder
- Last reviewed
- March 26, 2026
Official channels
Find Shepherd Kaplan Krochuk, LLC elsewhere
Open the official website or a supported primary organization account.
Capability profile
Shepherd Kaplan Krochuk, LLC as a funder
Investment thesis
SKK specializes in fiduciary management and investment services, focusing on healthcare and technology sectors through its SKK Ventures strategy.
Focus narrative
SKK provides a range of services through two main divisions: Wealth Management and Asset Management. Their investment strategies include tailored portfolio management for individuals, family offices, and institutions, as well as direct real estate projects, venture capital, and opportunistic private equity.
Value beyond capital
SKK offers Family Office Services aimed at ensuring the long-term well-being of clients' families, including investment policy design, risk management, estate planning, and family governance consulting.
Focus and fit
- Sectors
- Healthcare
- Regions
- North America
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
SKK Ventures includes two primary areas of focus: Venture Capital, which invests in healthcare and technology sectors, and Opportunistic Private Equity, which involves strategic acquisitions of private companies.
Common questions
What to know about Shepherd Kaplan Krochuk, LLC
Upseed classifies Shepherd Kaplan Krochuk, LLC under the Family Office organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 26, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.