KEEL POINT, LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 83
of those in investment advisory functions 45 -4.26%
Registration SEC, Approved, 08/01/2003
AUM* 2,940,456,131 15.36%
of that, discretionary 2,848,179,875 15.21%
Private Fund GAV* 33,794,477
Avg Account Size 530,003 0.84%
% High Net Worth 45.48% 3.27%
SMA’s Yes
Private Funds 2
Contact Info 256 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 803M 401M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$32,076,683
Fund TypePrivate Equity Fund Count1 GAV$1,717,794

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Brochure Summary