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Jeffrey Louis Kaplan

ANDALUSIAN PRIVATE CAPITAL, LP·NEW YORK, New York
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40 WEST 57TH STREET, NEW YORK, NY 10019CRD# 1751423Firm CRD# 313032
01

About

Jeffrey Louis Kaplan is a registered financial advisor based in NEW YORK, New York, affiliated with ANDALUSIAN PRIVATE CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ANDALUSIAN PRIVATE CAPITAL, LP
ANDALUSIAN PRIVATE CAPITAL, LP
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ANDALUSIAN PRIVATE CAPITAL, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1751423
Firm CRD# 313032
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Louis Kaplan offer?
Jeffrey Louis Kaplan specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Jeffrey Louis Kaplan's credentials?
Jeffrey Louis Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Louis Kaplan located?
Jeffrey Louis Kaplan is based in NEW YORK, New York, working with ANDALUSIAN PRIVATE CAPITAL, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jeffrey Louis Kaplan charge for services?
Jeffrey Louis Kaplan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDALUSIAN PRIVATE CAPITAL, LP?
ANDALUSIAN PRIVATE CAPITAL, LP has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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