Keel Capital Ab

RIASEC Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$2.3M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Stockholm,
CRD number
283825
Registered since
June 20, 2016
Custodians
J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Keel Capital Ab is a small, institutionally focused registered investment adviser that centers its advisory work on pooled investment vehicles. The firm is organized as a corporation with ownership that includes both a foreign entity and an individual. Keel Capital Ab identifies as an institutional RIA serving institutional clients, and it registered with the SEC in 2016. Its stated advisory activity is portfolio management for pooled investment vehicles, and the firm also serves as sponsor/GP/managing member of such vehicles. Keel Capital Ab reports a fee structure described as "Other" and does not self-identify as an active ESG investor. It is not a multi-state adviser and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stockholm, null

Queens

Location

Stockholm, null

Headquartered in Stockholm, null.

County
Queens
Address
Sveavgen 2830
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth