# SHEPHERD DAVID MORRIS

SHEPHERD DAVID MORRIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SHEPHERD KAPLAN LLC](https://search.stillhousedata.com/firm/128244) | CO-CEO | BOSTON, MA |
| — | Form ADV | [SHEPHERD KAPLAN KROCHUK, LLC](https://search.stillhousedata.com/firm/127304) | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | [PEAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141488) | PRESIDENT | GREENWOOD VILLAGE, CO |
| — | Form ADV | [SHEPHERD KAPLAN PARTNERSHIPS, LLC](https://search.stillhousedata.com/firm/145874) | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | [SHEPHERD KAPLAN & ACUNA LLC](https://search.stillhousedata.com/firm/109573) | PARTNER | BOSTON, MA |


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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.