J. L. Kaplan Associates Overview

  • Year Founded
  • 1976

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

J. L. Kaplan Associates General Information


Provider of asset management services. The company invests in small and middle capitalization companies. It has approximately $3 billion under management for institutional and high net worth clients.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Evergreen Investments
Primary Office
  • 222 Berkeley Street
  • 20th Floor, Suite 2010
  • Boston, MA 02116
  • United States

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J. L. Kaplan Associates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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