KAPLAN DAVID CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KAPLAN DAVID CHARLES appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SHEPHERD KAPLAN LLC | MANAGING MEMBER , CO-CEO | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN KROCHUK, LLC | MANAGING MEMBER, CO-CEO | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN PARTNERSHIPS, LLC | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN & ACUNA LLC | PARTNER | BOSTON, MA |