Assets Under Management
$9.4B
Number of Clients
Not reported
Number of Advisors
18
Average Client AUM
N/A
AUM per Advisor
$522.1M
Compensation
N/A
Shepherd Kaplan LLC (SK) offers advisory services to institutional, private, and charitable foundation clients. SK acts as a sub-adviser to Shepherd Kaplan Krochuk, LLC (SKK). Services include investment policy creation, manager searches, performance monitoring, and fiduciary risk management. SK also provides wealth management and family office services.
53 State Street, 23rd Floor, Boston, MA, 02109-2820