Shepherd Kaplan Krochuk

company

About

Shepherd Kaplan Krochuk consists of independently-owned, SEC Registered Investment Advisory firms.

  • 1 - 10

Details

Industries
Angel Investment,Financial Exchanges,Financial Services,Impact Investing,Venture Capital
Number Of Employee
1 - 10
Operating Status
Active
Investor Type
PE

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.

Investments

Number of Investments
Number of Lead Investments
2
1
Shepherd Kaplan Krochuk has made 2 investments. Their most recent investment was on Dec 12, 2022, when Trilio raised $17M.
Date Company Name
Round Money Raised Industry Lead Investor
Dec 12, 2022 Trilio
Series B $17M Cloud Computing Yes
Dec 9, 2020 Trilio
Series B $12M Cloud Computing