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Insights

Niche Wealth Management Shepherd Kaplan LLC specializes in providing tailored wealth management services to high-net-worth individuals, family offices, and institutional clients, indicating opportunities to offer sophisticated investment and asset safeguarding solutions.

Focused Boutique Scale With a small team of 2-10 employees, Shepherd Kaplan presents a boutique operational model, suggesting potential need for scalable technology platforms and personalized client engagement tools.

Growth Potential The company's revenue ranges from 10 to 25 million dollars, signifying a growing market presence; sales efforts could emphasize expanding service lines or technology integrations to support further growth.

Technology Stack Summary Utilization of Google Fonts API, spin.js, MooTools, and Google Analytics indicates openness to digital tools; opportunities exist to introduce advanced CRM, analytics, or client portal solutions to enhance their digital offerings.

Competitive Landscape Shepherd Kaplan operates alongside larger firms like State Street and Northern Trust, highlighting the importance of differentiated services such as personalized advice or innovative asset management to attract and retain high-value clients.

Shepherd Kaplan LLC Tech Stack

Shepherd Kaplan LLC uses 4 technology products and services including Google Fonts API, spin.js, MooTools, and more. Explore Shepherd Kaplan LLC's tech stack below.

  • Google Fonts API
    Font Scripts
  • spin.js
    Javascript Frameworks
  • MooTools
    Javascript Frameworks
  • Google Analytics
    Web Analytics

Media & News

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
44%
Last@sk-llc.comDoe@sk-llc.com
6%
FLast@sk-llc.comJDoe@sk-llc.com
44%
Last@sk-llc.comDoe@sk-llc.com
6%

Frequently Asked Questions

Where is Shepherd Kaplan LLC's headquarters located?

Minus sign iconPlus sign iconShepherd Kaplan LLC's main headquarters is located at 53 State Street, 23rd Floor Boston, MA 02109, US. The company has employees across 1 continents, including North America.

What is Shepherd Kaplan LLC's phone number?

Minus sign iconPlus sign icon You can contact Shepherd Kaplan LLC's main corporate office by phone at
+1-617-896-****
. 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?

Minus sign iconPlus sign iconShepherd Kaplan LLC's official website is sk-llc.com and has social profiles on LinkedIn.

How much revenue does Shepherd Kaplan LLC generate?

Minus sign iconPlus sign icon As of December 2025, Shepherd Kaplan LLC's annual revenue is estimated to be $14M.

What is Shepherd Kaplan LLC's SIC code NAICS code?

Minus sign iconPlus sign iconShepherd Kaplan LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Shepherd Kaplan LLC have currently?

Minus sign iconPlus sign iconAs of December 2025, Shepherd Kaplan LLC has approximately 10 employees across 1 continents, including North America. Key team members include Founder: S. K.Managing Partner: D. M. S.Vice President, Portfolio Administration: J. A.. Explore Shepherd Kaplan LLC's employee directory with LeadIQ.

What industry does Shepherd Kaplan LLC belong to?

Minus sign iconPlus sign iconShepherd Kaplan LLC operates in the Financial Services industry.

What technology does Shepherd Kaplan LLC use?

Minus sign iconPlus sign iconShepherd Kaplan LLC's tech stack includes Google Fonts APIspin.jsMooToolsGoogle Analytics.

What is Shepherd Kaplan LLC's email format?

Minus sign iconPlus sign iconShepherd 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?

Minus sign iconPlus sign iconShepherd Kaplan LLC was founded in 1998.

Shepherd Kaplan LLC

Financial ServicesUnited States2-10 Employees

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.

Section iconCompany Overview

Headquarters
53 State Street, 23rd Floor Boston, MA 02109, US
Phone number
+1-617-896-****
Website
sk-llc.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    S. K.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M. S.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Vice President, Portfolio Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Director, Institutional Consulting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Director Of Finance
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. P.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Manager, Research & Senior Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T. M.
    Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Senior Software Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Senior Advisor
    Phone icon
    Mobile Phone

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