Keel Point Capital, LLC

Overview

Keel Point Capital, LLC is organized as a limited liability company and has been SEC-registered since 1979. Ownership is recorded as a domestic entity and an individual. The firm is classified as unclassified in the snapshot data; it is marked as not being a capital allocator and is not identified as an active ESG investor. The record also indicates the firm is not listed as a multi-state adviser, not a pension consultant, and not a related adviser. The dataset does not include discrete descriptions of the firm's advisory activities, client segments, fee structure, or specific investment approaches. Those operational and mandate details were not supplied in the FINTRX snapshot.

Assets & Accounts

Location & Offices