{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/128244#adviser","name":"SHEPHERD KAPLAN LLC","alternateName":"SHEPHERD KAPLAN LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"128244"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-62349"}],"address":{"@type":"PostalAddress","addressLocality":"BOSTON","addressRegion":"MA","postalCode":"02109-2820","addressCountry":"United States"},"url":"HTTPS://WWW.LINKEDIN.COM/COMPANY/SHEPHERD-KAPLAN-KROCHUK","description":"SHEPHERD KAPLAN LLC is a Registered Investment Adviser based in BOSTON, MA. Reports $10,157,050,719 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":10157050719},{"@type":"PropertyValue","propertyID":"Number of accounts","value":1389},{"@type":"PropertyValue","propertyID":"Employees","value":42},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/128244","https://reports.adviserinfo.sec.gov/reports/ADV/128244/PDF/128244.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T16:47:00.974Z"}}