Keel Capital Ab

RIASEC RegisteredEst. 2016
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$1.8M
Accounts
6
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
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.68%
  • Corporations / Businesses27.67%
  • Pension & Profit Sharing Plans2.66%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Keel Capital Ab is a small, institutionally-oriented investment adviser that runs concentrated, equity-focused portfolios and sponsors pooled investment vehicles. The firm provides portfolio management for individuals and small businesses, for pooled investment vehicles and for institutional clients. It also acts as sponsor, general partner and managing member of private pooled vehicles, which suggests an active role in structuring and operating alternative/private funds it advises. Investment activity centers on exchange-traded equities and separately managed accounts, complemented by ownership and oversight of several private funds. The adviser charges both a percentage-of-AUM fee and performance-based fees, indicating strategies that combine traditional fee-for-assets mandates with incentive-aligned, performance-driven arrangements. Keel Capital Ab is not an active ESG investor and operates as a single-office, non-multi-state adviser with an institutional client focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Cash & Cash Equivalents 46%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents46%

Owners & executives

2 of 2
  • Fredrik Gutenbrant

    Fredrik Gutenbrant

    Owner & CEOCRD 6649446

  • Sven Johansson

    Sven Johansson

    CFO & CROCRD 6649451

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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