SHEPHERD KAPLAN KROCHUK, LLC
SEC Form ADV profile.
Total regulatory AUM
$10,884,215,665
Discretionary
$2,055,637,219
Non-discretionary
$8,828,578,446
Firm details
- CRD number
- 127304
- SEC file number
- 801-62286
- Main office
- BOSTON, MA, United States
- Employees
- 34
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.