Insights

Wealth Management Focus Target family offices and high-net-worth individuals serviced by a dedicated wealth management division that emphasizes long-term asset structuring and safeguarding.

Integrated Asset Delivery Opportunity to cross-sell consulting, investment management, and alternative asset strategies within one firm to diversify client portfolios and enhance risk-adjusted returns.

Private Firm Advantage Privately-held, collaborative culture may appeal to clients seeking aligned incentives and personalized service; position SK as a boutique alternative to larger incumbents.

Tech Footprint Leverage existing tech stack and analytics capabilities to offer data-driven reporting, performance analytics, and digital client experiences as value-adds for prospects.

Growth and Scale Signals Revenue in the multi-million range with a concise employee base indicates potential for scalable solutions, partnerships, and strategic alliances to extend capabilities.

Shepherd Kaplan LLC Tech Stack

Shepherd Kaplan LLC uses 7 technology products and services including Network Solutions, Mimecast, Mimecast Secure Email Gateway, and more. Explore Shepherd Kaplan LLC's tech stack below.

  • Network Solutions
    Domain Name Services
  • Mimecast
    Email Security
  • Mimecast Secure Email Gateway
    Email Security
  • Google Fonts API
    Font Scripts
  • spin.js
    Javascript Frameworks
  • MooTools
    Javascript Frameworks
  • Google Analytics
    Web Analytics

Shepherd Kaplan LLC's Email Address Formats

Shepherd Kaplan LLC uses at least 1 format(s):
Shepherd Kaplan LLC Email FormatsExamplePercentage
FLast@sk-llc.comJDoe@sk-llc.com
87%
Last@sk-llc.comDoe@sk-llc.com
13%

Frequently Asked Questions

What is Shepherd Kaplan LLC's phone number?

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You can contact Shepherd Kaplan LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shepherd Kaplan LLC's official website and social media links?

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Shepherd Kaplan LLC's official website is sk-llc.com and has social profiles on LinkedIn.

How much revenue does Shepherd Kaplan LLC generate?

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As of August 2026, Shepherd Kaplan LLC's annual revenue is estimated to be $10M - $25M.

What is Shepherd Kaplan LLC's NAICS code?

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Shepherd Kaplan LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Shepherd Kaplan LLC have currently?

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As of August 2026, Shepherd Kaplan LLC has approximately 9 employees across 1 continents, including North America. Key team members include Co-Founder, Managing Partner: D. K.Founder: S. K.Managing Partner: D. M. S.. Explore Shepherd Kaplan LLC's employee directory with LeadIQ.

What industry does Shepherd Kaplan LLC belong to?

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Shepherd Kaplan LLC operates in the Financial Services industry.

What technology does Shepherd Kaplan LLC use?

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Shepherd Kaplan LLC's tech stack includes Network SolutionsMimecastMimecast Secure Email GatewayGoogle Fonts APIspin.jsMooToolsGoogle Analytics.

What is Shepherd Kaplan LLC's email format?

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Shepherd Kaplan LLC's email format typically follows the pattern of FLast@sk-llc.com. Find more Shepherd Kaplan LLC email formats with LeadIQ.

When was Shepherd Kaplan LLC founded?

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Shepherd Kaplan LLC was founded in 1998.
Shepherd Kaplan LLC logo

Shepherd Kaplan LLC

Financial ServicesMassachusetts, United States2-10 Employees

Shepherd Kaplan LLC is a financial services firm based in Boston, Massachusetts, located at 53 State Street, 23rd Floor. It functions as the wealth management division of Shepherd Kaplan Krochuk, LLC and provides consulting and investment management services to individuals, family offices, and institutions to structure and safeguard assets over the long term. The broader entity, Shepherd Kaplan Krochuk, LLC, offers wealth management and asset management services, including alternative asset investment capabilities, and was formerly GRT Capital Partners, LLC, renamed in November 2017 after combining with Shepherd Kaplan, LLC, a Boston-based Registered Investment Advisor. The firm is privately held and maintains a collaborative ownership structure intended to support clients. The organization comprises a small team, with 2 to 10 employees.

Section iconCompany Overview

Phone number
Website
sk-llc.com
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Shepherd Kaplan LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Shepherd Kaplan LLC's revenue is estimated to be in the range of $10M - $25M

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