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Shepherd Kaplan & Acuna LLC (Boston)


Shepherd Kaplan & Acuna LLC is a large advisory firm based in Boston. It manages $154 million of regulatory assets for 371 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

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Shepherd Kaplan & Acuna provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. 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 & Acuna: assets under management

The assets under management (AUM) of Shepherd Kaplan & Acuna LLC is $154 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts and $120 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shepherd Kaplan & Acuna LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Shepherd Kaplan & Acuna LLC performs its advisory services is located at 360 Newbury St, Boston, MA 02115, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-369-0944 or by fax 617-369-0945. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.s-k-a.com.


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