J. L. KAPLAN ASSOCIATES, LLC
CRD #104669 SEC #801-11802 BOSTON, MA 617-542-1655
SEC Registered
Total AUM
$3.1B
Discretionary
$2.7B
Employees
--
Clients
--
Accounts
685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $312.3M | $312.3M | $0 | -- | -- |
| Mar 2008 | $952.5M | $952.5M | $0 | -- | -- |
| Nov 2007 | $3.1B | $2.7B | $413.3M | -- | -- |
| Mar 2007 | $3.1B | $2.7B | $413.3M | -- | -- |
| Dec 2005 | $5.3B | $5.3B | $0 | -- | -- |
| Dec 2005 | $5.3B | $5.3B | $0 | -- | -- |
| Jan 2005 | $4.4B | $4.4B | $0 | -- | -- |
DateMar 2009
Total AUM$312.3M
Discretionary$312.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$413.3M
Employees--
Clients--
DateMar 2007
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$413.3M
Employees--
Clients--
DateDec 2005
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees--
Clients--