Shepherd Kaplan Krochuk manages private investment funds, venture capital, real estate strategies, and asset management for institutional investors, endowments, foundations, and high-net-worth individuals. The firm provides discretionary asset management for private funds and non-discretionary investment advisory services for wealth management clients, often focusing on alternative investments, private equity, and specialized tax-advantaged strategies such as Qualified Small Business investments. Shepherd Kaplan Krochuk operates with a broad mandate to invest across public and private markets, including equities, debt, derivatives, and real estate, while maintaining relationships with affiliated investment advisers and broker-dealers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees vary by client type. Private client fees generally range from 40 to 100 basis points (0.40% to 1.00%). Institutional fees generally range from 5 to 50 basis points (0.05% to 0.50%). Endowment and foundation fees generally range from 20 to 100 basis points (0.20% to 1.00%). Qualified Small Business investment advice is charged at approximately 1.75%. All fees are negotiable.