What departments does Shepherd Kaplan LLC have?

Shepherd Kaplan LLC has employees across 5 departments including Administrative, Research, Engineering, Analytics, Legal.

What is the largest department at Shepherd Kaplan LLC?

The largest department at Shepherd Kaplan LLC is Analytics with 3 employees.

Where are Shepherd Kaplan LLC employees located globally?

Shepherd Kaplan LLC has employees across 1 continents and 1 countries including United States Of America.

How has Shepherd Kaplan LLC's team size changed over time?

Shepherd Kaplan LLC's team has decreased from approximately 11 to 10 employees based on available data.

Shepherd Kaplan LLC Employee Directory

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.

Shepherd Kaplan LLC Global Highlights

North America
14

United States Of America
14

Shepherd Kaplan LLC's Leadership

D. K.
Co-Founder, Managing Partner
Mobile Phone
Email
S. K.
Founder
Mobile Phone
Email
D. M. S.
Managing Partner
Mobile Phone
Email
J. A.
Vice President, Portfolio Administration
Mobile Phone
Email
M. H.
Director, Institutional Consulting
Mobile Phone
Email
C. P.
Controller
Mobile Phone
Email
A. C.
Manager, Research & Senior Investment Strategist
Mobile Phone
Email
M. K.
Senior Software Engineer
Mobile Phone
Email

Shepherd Kaplan LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Information Technology
Legal
Accounting
Other
Consultant

Contact profiles from Shepherd Kaplan LLC

Name

Title

Contact

Location

Last Update

D. K.
Co-Founder, Managing Partner
Mobile Phone
Email
United States
Jun 25, 2026
D. M. S.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
S. K.
Founder
Mobile Phone
Email
United StatesMassachusetts
May 30, 2026
J. A.
Vice President, Portfolio Administration
Mobile Phone
Email
United StatesMassachusetts
Jun 24, 2026
M. H.
Director, Institutional Consulting
Mobile Phone
Email
United StatesMassachusetts
Jun 01, 2026
C. P.
Controller
Mobile Phone
Email
United StatesMassachusetts
Mar 28, 2023
A. C.
Manager, Research & Senior Investment Strategist
Mobile Phone
Email
United StatesMassachusetts
Jul 31, 2025
M. K.
Senior Software Engineer
Mobile Phone
Email
United StatesMassachusetts
Jul 30, 2024
P. M.
Senior Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2024
B. C.
Corporate Analyst
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2025

Frequently Asked Questions

What is Shepherd Kaplan LLC known for?

Shepherd Kaplan LLC was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-896-****

. Explore Shepherd Kaplan LLC's company overview page for more information.

What is Shepherd Kaplan LLC's most common email format?

Shepherd Kaplan LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shepherd Kaplan LLC email formats with LeadIQ.

How many employees does Shepherd Kaplan LLC have currently?

Shepherd Kaplan LLC has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Kaplan LLC's key employees and leadership?

As of August 2026, Shepherd Kaplan LLC's key employees include:

Co-Founder, Managing Partner: D. K.
Founder: S. K.
Managing Partner: D. M. S.
Vice President, Portfolio Administration: J. A.
Director, Institutional Consulting: M. H.

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Shepherd Kaplan LLC Employee Directory

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