SHEPHERD KAPLAN LLC

Boston, United States · CRD 128244

SEC-registered investment adviser since 2003 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$10.2bn
Main clients (by assets)Other advisers 100%
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

As an employer

Staff (Form ADV)42 · 24 in investment roles
Offices in1 country