# David Morris Shepherd

David Morris Shepherd appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-03-31 | Form ADV | [SHEPHERD KAPLAN LLC](https://search.stillhousedata.com/firm/128244) | CO-CEO | BOSTON, MA |
| 2025-03-31 | Form ADV | [SHEPHERD KAPLAN KROCHUK, LLC](https://search.stillhousedata.com/firm/127304) | MANAGEMENT BOARD | BOSTON, MA |
| 2025-03-31 | Form ADV | [PEAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141488) | PRESIDENT | GREENWOOD VILLAGE, CO |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.