SEC Form ADV

SHEPHERD KAPLAN LLC

Registered Investment AdviserMA
$10.2B
Assets Under Management
1,389
Total Clients
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Registration Details

Accession
CRD-128244
Location
BOSTON, MA
Filing Date
March 31, 2026
AUM
$10.2B
Total Clients
1,389
Amendment
No

About this Adviser

SHEPHERD KAPLAN LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $10.2B in assets across 1,389 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.