Shepherd Kaplan Krochuk, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $10.9B in regulatory assets under management, 34 employees, and 1,405 accounts.
Assets Under Management
$10.9B
Employees
34
Offices
--
Total Clients
213
Primary office
BOSTON, MA
53 STATE STREET, 23RD FLOOR, BOSTON, MA, United States
Top client segmentHNWI represent 39.0% of total clients.
Top client categories% of clientsClients
1
HNWI
39.0%
83
2
Corporations
31.9%
68
3
Charitable
10.3%
22
4
Pension Plans
8.5%
18
5
Pooled Investment Vehicles
7.5%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.9Bas of March 31, 2026
Discretionary18.9%
$2.1B
19% of total RAUM18.9%
Non-discretionary81.1%
$8.8B
81% of total RAUM81.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.9B
Total Accounts1,405
10Y AUM Change+$10.6B (+3669.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee6:1
10Y Employee Change+10 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.