Shepherd Kaplan LLC
www.sk-llc.comShepherd 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.
Read moreShepherd 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.
Read moreCountry
State
Massachusetts
City (Headquarters)
Boston
Industry
Founded
1998
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
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Vice President , Portfolio Administration
Email ****** @****.comPhone (***) ****-****Co - Founder , Managing Partner
Email ****** @****.comPhone (***) ****-****Member , Chief of Staff
Email ****** @****.comPhone (***) ****-****Member , Chief Information Security Officer
Email ****** @****.comPhone (***) ****-****