SHEPHERD DAVID MORRIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHEPHERD DAVID MORRIS appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SHEPHERD KAPLAN LLC | CO-CEO | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN KROCHUK, LLC | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | PEAK CAPITAL MANAGEMENT, LLC | PRESIDENT | GREENWOOD VILLAGE, CO |
| — | Form ADV | SHEPHERD KAPLAN PARTNERSHIPS, LLC | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN & ACUNA LLC | PARTNER | BOSTON, MA |