Patrick J. Keating Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153642
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.22%
- Individuals27.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patrick J. Keating Investment Management, LLC is a small, single-owner advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages client money on a discretionary basis. Investment activity centers on public equities delivered primarily through exchange-traded instruments, with a clear tilt toward liquid, equity-oriented exposures rather than ESG-driven mandates. The firm is structured as a limited liability partnership and operates from a single office, keeping a compact, hands-on investment approach typical of boutique advisors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1Patrick Keating
Managing MemberCRD 5779281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations
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