Where is SKK located?

SKK is headquartered in Boston, United States. It is registered at Boston, Massachusetts.

Who is the current CEO of SKK?

David M. Shepherd of SKK. They have also founded 1 company.

How many employees does SKK have?

As of May 31, 2026, the latest employee count at SKK is 36.

Is SKK a funded company?

SKK is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does SKK rank among its competitors?

SKK ranks 510th amongst 3027 active competitors, of which 58 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of SKK?

SKK's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

SKK - 2026 Company Profile, Team & Competitors

SKK is an unfunded company based in Boston (United States), founded in 1998 by David M. Shepherd. It operates as an Investment advisory firm. SKK has not raised any funding yet. The company has 3027 active competitors, including 58 funded and 348 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: skk-llc.com
Social
Email ID: *****@skk-llc.com
Phone Number: +1 **********
Registered Address: Boston, Massachusetts

Key Metrics

Founded Year

1998

Location

Boston, United States

Stage

Unfunded

Ranked

510^th among 3027 active competitors

Employee Count

36 as on May 31, 2026

Investment & Acquisitions

Trilio Data & 5 more

Similar Companies

Alera Group & 7478 more

View SKK's full profile

SKK is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
SHEPHERD KAPLAN LLC CIN: 830368447 , United States, Active	Dec 26, 999	-	58 (As on Dec 31, 2018)	-

SKK has not raised any funding rounds yet.

The founders of SKK is David M. Shepherd. David M. Shepherd and Tim Krochuk are the CEOs of SKK.

Here are the details of SKK's key team members:

David M. Shepherd: Co-Founder & Co-CEO of SKK and founder of 1 other company.

View details of SKK's Founder profiles and Board Members

SKK's employee count trend

SKK has 36 employees as of May 26. Here is SKK's employee count trend over the years:

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Top competitors of SKK include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of SKK, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	72/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
6th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
8th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Franklin Templeton Investments ... & 6 others	62/100
9th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main & 1 others	61/100
510th	SKK 1998, Boston (United States), Unfunded	Investment advisory firm	-	-	30/100

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SKK has made 5 investments in companies including Trilio Data and Windgap Medical. SKK has also acquired 1 companies including Peak Capital Management.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Dec 12, 2022	Investments	Trilio Data	2013	Framingham (United States)
Sep 07, 2021	Investments	Windgap Medical	2011	Boston (United States)
Dec 10, 2020	Investments	Trilio Data	2013	Framingham (United States)