Shepherd Kaplan

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

125 Summer St Fl 22, Boston, Massachuset...

Phone Number

(617) 896-1600

Revenue

$15.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
2
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1

About Shepherd Kaplan

Shepherd Kaplan Krochuck is an Investment Advisory firm. It focuses on Wealth and Asset Management. It was established in 2001 and is headquartered in Boston, Massachusetts.Explore more
Shepherd Kaplan's Social MediaPopular SearchesShepherd Kaplan LLCskk LLCShepherd Kaplan Krochuk LLCShepherd KaplanSk LLCSIC Code 62,628NAICS Code 52,523Show more

Shepherd Kaplan Org Chart

PhoneEmail
BL
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Owner, Management Board Member, Founder, Chie...

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PG
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Deputy General Counsel

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BG
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General Counsel

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MH
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Senior Vice President, Advisor

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JA
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Senior Vice President, Director of Financial ...

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JB
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Vice President, Investment Research

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shepherd Kaplan

$15.9M
51-200
Private
<$5M
2001
BL
Brian LockhartOwner, Management Board Member, Founder, CEO and Chief Investment Officer of Peak Capital Management, LLC
$160.5M
51-200
Private
-
1995
JD
John DrahzalPresident & CEO
$141.8M
201-500
Private
<$5M
1989
JM
John MajorsManaging Director and Family Chief Financial Officer
$15.6M
51-200
Private
$528M
1928
James Waler, Executive Vice President & Chief Technology Officer at Boyd Watterson Asset Management
James WalerExecutive Vice President & Chief Technology Officer
$13.5M
51-200
Private
<$5M
2003
$8.2M
11-50
Private
<$5M
1999
Karen Howard, Chief Operating Officer at Howard Capital Management
Karen HowardChief Operating Officer
<$5M
11-50
Private
-
1999
CM
Charles McQueenPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shepherd Kaplan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shepherd Kaplan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Kaplan.

Shepherd Kaplan financials insights

Gather financial insights about Shepherd Kaplan, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Shepherd Kaplan's Financials Insights

Shepherd Kaplan Tech Stack

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Shepherd Kaplan News & Media

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Frequently Asked Questions Regarding Shepherd Kaplan

What is Shepherd Kaplan's official website?
Shepherd Kaplan's official website is www.skk-llc.com
What is Shepherd Kaplan's Revenue?
Shepherd Kaplan's revenue is $15.9 Million
What is Shepherd Kaplan's SIC code?
Shepherd Kaplan's SIC: 62,628
What is Shepherd Kaplan's NAICS code?
Shepherd Kaplan's NAICS: 52,523
How many employees does Shepherd Kaplan have?
Shepherd Kaplan has 51-200 employees
What industry does Shepherd Kaplan belong to?
Shepherd Kaplan is in the industry of: Finance, Securities Trading
What is Shepherd Kaplan competition?
Shepherd Kaplan top competitors include: SageView, TCG Group Holdings, Boyd Watterson Asset Management, Howard Capital Management
What companies has Shepherd Kaplan acquired?
Shepherd Kaplan has acquired the companies: PCM Strategies
What technology does Shepherd Kaplan use?
Some of the popular technologies that Shepherd Kaplan uses are: Cloudflare CDN, Constant Contact, Google Font API, YouTube
How do I contact Shepherd Kaplan?
Shepherd Kaplan contact info: Phone number: (617) 896-1600 Website: www.skk-llc.com
What does Shepherd Kaplan do?

Shepherd Kaplan Krochuck is an Investment Advisory firm. It focuses on Wealth and Asset Management. It was established in 2001 and is headquartered in Boston, Massachusetts.... Read More

What are Shepherd Kaplan social media links?
Shepherd Kaplan Linkedin page Shepherd Kaplan Facebook page
Is Shepherd Kaplan a public company?
Shepherd Kaplan is private company therefore does not currently have an official ticker symbol
See more information about Shepherd Kaplan

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