Company Overview
- Headquarters
- 53 State Street 23rd Floor, Boston MA
- Website
- sk-llc.com
- Phone
- (617) 896-1600
- Employees
- 13
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$16B
Total Funding Amount
$350,000M
Who is Shepherd Kaplan LLC
Shepherd Kaplan LLC is a privately-held wealth management company based in Boston, Massachusetts. The firm employs 13 people and reports annual revenue of $15.8 million. Shepherd Kaplan LLC provides consulting and investment management services to a range of clients, including individuals, family offices, and institutions. Their services are designed to help clients structure and safeguard their assets for the long term. The firm also offers a variety of alternative asset investment capabilities. Shepherd Kaplan LLC was formally known as GRT Capital Partners, LLC. In November 2017, the firm merged with Shepherd Kaplan, LLC, a Boston-based Registered Investment Advisory firm, to become Shepherd Kaplan Krochuk, LLC. You can learn more about Shepherd Kaplan LLC and their services by visiting their website at sk-llc.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 16M | 152 | Columbia, MO | 2018 | |
| 16M | 9 | South Plainfield, NJ | 1906 | |
| 16M | 44 | Covina, CA | ||
| 16M | 53 | Louis, MO | 1917 | |
| 16M | 34 | Windham, NH | 1999 |