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Building 2SHEPHERD KAPLAN PARTNERSHIPS, LLC

Map pinBOSTON, MA
Phone617.896.1600
NotebookSEC #801-68641
Total AUM
$0
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 SUMMER STREET, 22ND FLOOR
BOSTON
MA 02110
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
617.896.1600

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCMAMINJNYOHPATNVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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