Shepherd 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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 53 State Street,
- Phone
- (617) 896-1600
- in****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sk-llc.com
- Keywords
- Boston.
- HQ
- Boston, MA
Shepherd Kaplan Llc Questions
Shepherd Kaplan Llc's helpline number is (617) 896-1600
Shepherd Kaplan Llc's website is sk-llc.com
Shepherd Kaplan Llc's LinkedIn profile is https://www.linkedin.com/company/shepherd-kaplan-llc
Shepherd Kaplan Llc has
9 employees.
View email and phone details for 9
employees at Shepherd Kaplan Llc.
Shepherd Kaplan Llc's industry is
Financial Services
Shepherd Kaplan Llc's top competitors are
Shepherd Kaplan Krochuk, Llc,
Canyon Partners, Llc,
Trian Fund Management, L.p.,
Twinfocus,
Shepherd Investment Management,
Goldentree Asset Management,
Twelve Points Wealth Management,
Arqa,
Access Retirement Solutions,
Clear Haven Capital Management, Llc.
Shepherd Kaplan Llc's support email address is info@sk-llc.com
Shepherd Kaplan Llc's categories are Financial Services
Shepherd Kaplan Llc's founding year is 1998
