DFX Intelligence

Data Factory

AllocatorsInvestment consultantinvestment consultant

Shepherd Kaplan Krochuk LLC

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:33dccc72-20b1-4661-a728-3c0f3dd4ebdf

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 5
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Shepherd Kaplan Krochuk, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Shepherd Kaplan Krochuk, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Shepherd Kaplan Krochuk, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

SHEPHERD KAPLAN KROCHUK, LLC

Registered adviser · shared crd

Real Estate Fundsidentity

Shepherd Kaplan Krochuk, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 3
Institutional RAUM: $7.6BForm ADV
Discretionary RAUM: $2.1B
Pension plan clients (ADV): 18
Recommended commitments: 0derived
Latest client year end: Nov 30, 2023
CRD: 127304

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
The Holyoke Hospital Pension Plan	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
American Commercial Barge Line LLC Pension Plan	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (3)

← The Holyoke Hospital Pension PlanPlanInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
← Cash Balance Pension Plan for Staff Employees of Mount Holyoke CollegePlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← American Commercial Barge Line LLC Pension PlanPlanPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:33dccc72-20b1-4661-a728-3c0f3dd4ebdf
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.