# SHEPHERD KAPLAN & ACUNA LLC

SHEPHERD KAPLAN & ACUNA LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109573
- Type: SEC-registered investment adviser
- SEC file number: 801-57429
- Location: 360 NEWBURY ST, SUITE 503, BOSTON, MA, 02115
- Phone: 617-369-0944
- Latest filing: 2003-04-02
- Regulatory AUM: $154.0M
- Discretionary AUM: $34.0M
- Non-discretionary AUM: $120.0M
- Clients: 6
- Accounts: 371

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [ACUNA ARIEL FELIPE](https://search.stillhousedata.com/person/734290) | PARTNER | — |
| [KAPLAN DAVID CHARLES](https://search.stillhousedata.com/person/748549) | PARTNER | — |
| [SHEPHERD DAVID MORRIS](https://search.stillhousedata.com/person/748551) | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109573/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109573/similar
- Related entities: https://search.stillhousedata.com/firm/109573/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109573

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.