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Building 2SHEPHERD KAPLAN LLC

Map pinBOSTON, MA
Phone617-896-1600
NotebookSEC #801-62349
Total AUM
$10.2B
Employees
42
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 STATE STREET
23RD FLOOR
BOSTON
MA 02109-2820
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
617-896-1600

ReceiptFinancials

Total AUM
$10.2B
Accounts
1,389
Discretionary
$862.2M
Accounts
115
Non-Discretionary
$9.3B
Accounts
1,274

ContactClients

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Investment Advisor Clients
1
AUM
$10.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other Fee
Other Compensation
A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMAMDNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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