Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions. SK provides consulting and investment management services, helping clients structure and safeguard their assets over the long-term. Shepherd Kaplan Krochuk, LLC offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC, a Boston-based Registered Investment Advisory firm. In addition to wealth management services, our asset management division provides an array of complementary and innovative solutions, seeking attractive risk-adjusted returns for investors. As a privately-held firm, Shepherd Kaplan Krochuk, LLC proudly maintains an ownership structure which fosters a collaborative culture and allows us to put our clients first.
View Top Employees from Shepherd Kaplan LLCWebsite | http://www.sk-llc.com |
Revenue | $14 million |
Funding | $350000 |
Employees | 17 (17 on RocketReach) |
Founded | 1998 |
Address | 53 State Street 23rd Floor, Boston, Massachusetts 02109, US |
Phone | (617) 896-1600 |
Fax | (617) 896-1650 |
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Industry | Financial Services, Finance General, Consulting, Finance |
Web Rank | 15 Million |
Keywords | Shepard Kaplan |
Competitors | Frontier Wealth Management (Now CAPTRUST), Howard Capital Management, Inc., RAA - Financial Advisors, The Colony Group, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Shepherd Kaplan LLC annual revenue was $14 million in 2024.
David Shepherd is the Managing Partner of Shepherd Kaplan LLC.
17 people are employed at Shepherd Kaplan LLC.
Shepherd Kaplan LLC is based in Boston, Massachusetts.
The NAICS codes for Shepherd Kaplan LLC are [52, 5239, 52393, 523].
The SIC codes for Shepherd Kaplan LLC are [62, 628].