J. L. Kaplan Associates Overview

  • Founded
  • 1976
  • 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
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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J. L. Kaplan Associates Executive Team (1)

Name Title Board Seat Contact Info
Matthew Moss Chief Financial Officer
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