Shepherd Kaplan LLC Email Format

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.

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