The KEEL POINT ADVISORS, LLC is a privately held investment adviser that advises $4.11Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. KEEL POINT ADVISORS, LLC 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 56.93% over the last 5-years.
The Group has been registered with the SEC for 23.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 100 CHURCH STREET SUITE 500, HUNTSVILLE, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 92 employees comprised of 54 investment and 38 non-investment staff. The total number of Employees increased by 39.39% over the last 5-years.
Their $4.11Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 52 other accounts. Assets of High Net Worth Individuals clients own $3.04Bn or 74.06% of Total Assets and Corporations or Other Businesses own $416.66mn or 10.14% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Fund of Funds, representing 98.04% and 1.96% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
KEEL POINT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.