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 corporate, SEC‑registered institutional RIA (registered since 2016) that serves institutional clients. Ownership is listed as a mix of a foreign entity and an individual. The firm provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its compensation model combines a percentage of assets under management with performance‑based fees. Keel Capital Ab is not identified as an ESG investor, is not a multi‑state adviser, and does not act as a pension consultant. It also serves as sponsor/GP/managing member of pooled investment vehicles, indicating direct involvement in structuring and operating private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

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