Shepherd Kaplan Krochuk

EST. AUM
$10,884,215,665

CONTACTS
10

CLIENT ACCOUNTS
1,405

Firm Details

Metro area Boston
CRD Number 127304
Website skk-llc.com
Client types

Overview

Shepherd Kaplan, based in the Boston area, has just over $8 billion in assets. They have ultra-high-net-worth clients. All their clients are over $50 million. They create portfolios in a customized fashion. They approve strategies and then implement those strategies in various weights at the individual portfolio level. They are not aggregating assets in models, but they are using most of these managers across a number of portfolios. In knowing Shepherd Kaplan through the years, one thing is that while they allocate on the traditional side, when they are looking at private investments, they place a huge emphasis on yield. They are going to be in illiquid strategies, they want income components from that versus maybe traditional lock-up opportunistic strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shepherd Kaplan Krochuk

Platform Details

Investment Preferences

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