Shepherd Kaplan, LLC
Boston, MA · CIK 2035751 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2008 · limited liability company
- Assets managed$165.2m
- Staff5 · 3 in investment roles
- Main clients (by assets)High net worth individuals 77%, Individuals 16%, Companies 5%
- Main officeGreenwood Village, CO
- Form ADV · 2026-03-31SEC adviser record
- Kindprivate equity, venture, real estate, institutions, futures, wealth
- Others nearbyBoston, MA, Englewood, CO
- FamilySHEPHERD KAPLAN KROCHUK, LLC · 4 related pages · largest: SHEPHERD KAPLAN KROCHUK, LLC
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.