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KEY REAL ESTATE EQUITY CAPITAL GROUP

Business and Investment Profile

The KEY REAL ESTATE EQUITY CAPITAL GROUP is a publicly held investment adviser that advises $8.91Bn in regulatory assets under management held in 1 SEC fund types across 0 investment strategies. KEY REAL ESTATE EQUITY CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 202.5% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.59 years and is comprised of 3 filing and 0 relying advisers. They operate out of 29 office locations with their Headquarters at 4900 TIEDEMAN ROAD OH-01-49-0215, BROOKLYN, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 1,409 employees comprised of 431 investment and 978 non-investment staff. The total number of Employees increased by 32.67% over the last 5-years.

Asset Profile

Their $8.91Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 411 other accounts. Assets of Individuals clients own $7Bn or 78.56% of Total Assets and High Net Worth Individuals own $1.77Bn or 19.89% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

KEY REAL ESTATE EQUITY CAPITAL GROUP names 1 sub-adviser WHI COLLECTIVE REAL ESTATE LP to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: KEY REAL ESTATE EQUITY CAPITAL GROUP

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Generated 2026-09-12T06:48:08.2192853.  © 2026 Convergence.