David Morris Shepherd appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Morris Shepherd appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-31 | Form ADV | SHEPHERD KAPLAN LLC | CO-CEO | BOSTON, MA |
| 2025-03-31 | Form ADV | SHEPHERD KAPLAN KROCHUK, LLC | MANAGEMENT BOARD | BOSTON, MA |
| 2025-03-31 | Form ADV | PEAK CAPITAL MANAGEMENT, LLC | PRESIDENT | GREENWOOD VILLAGE, CO |