Shepherd Kaplan Krochuk, Llc (Boston)
Shepherd Kaplan Krochuk, Llc Is a Large Advisory Firm Based in Boston. It Manages $6.08 Billion of Regulatory Assets for 1,369 Client Accounts. It Has Been...
Shepherd Kaplan Krochuk, LLC is a large advisory firm based in Boston. It manages $6.08 billion of regulatory assets for 1,369 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Maryland, and 5 other states.
Shepherd Kaplan Krochuk provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Shepherd Kaplan Krochuk: assets under management
The assets under management (AUM) of Shepherd Kaplan Krochuk, LLC is $6.08 billion. The firm's AUM has grown by 2774% since the beginning of its operation, and $14.29 million of the total AUM is attributable to clients outside of the United States.
The firm manages $964.64 million in discretionary accounts and $5.11 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.3 million.
Investments
The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is exchange traded securities, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
