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SHEPHERD KAPLAN KROCHUK, LLC
BOSTON, MA
617-896-1600
SEC #801-62286Total AUM
$10.9B
Employees
34Clients
213Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
53 STATE STREET
23RD FLOOR
BOSTON
MA 02109-2820
United States
23RD FLOOR
BOSTON
MA 02109-2820
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
617-896-1600
Financials
Total AUM
$10.9B
Accounts
1,405Discretionary
$2.1B
Accounts
131Non-Discretionary
$8.8B
Accounts
1,274
Clients
Individual Clients
6AUM
$1.8M
HNW Individual Clients
83AUM
$1.6B
Pooled Vehicle Clients
16AUM
$1.2B
Pension/Profit Sharing Plan Clients
18AUM
$7.4B
Charitable Organization Clients
22AUM
$183.5M
Corporation or Business Clients
68AUM
$546.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CACODCFLMAMDNYPATXVA
Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.