SHEPHERD KAPLAN & ACUNA LLC
SHEPHERD KAPLAN & ACUNA LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 109573). Regulatory assets under management: $154.0M.
Registration
- CRD: 109573
- SEC file number: 801-57429
- Type: Registered investment adviser
- 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)
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