SHEPHERD KAPLAN LLC
SEC Form ADV profile.
Total regulatory AUM
$10,157,050,719
Discretionary
$862,247,181
Non-discretionary
$9,294,803,538
Firm details
- CRD number
- 128244
- SEC file number
- 801-62349
- Main office
- BOSTON, MA, United States
- Employees
- 42
- SEC status
- Approved
- Fee structure
-
Other
As of October 2026.