KEELAN CAPITAL
KEELAN CAPITAL, LLC Legal Name
Adviser information for KEELAN CAPITAL last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 16 | $663.5M |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $663.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $2.1M |
| HNW Individuals | <5 | $3.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $657.9M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126982 |
|---|---|
| SEC ERA File Number | 801-126982 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322725 |
| Legal Entity Identifier | 25490003UX8KKNN4JR61 |
Principal Office
9056 RIVERBEND MANORALPHARETTA
GA
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 404-421-8000, Fax: None
Websites
Chief Compliance Officer
BRENDAN KEELAN
9056 RIVERBEND MANOR
ALPHARETTA
GA
United States
Tel:
4044218000
B*@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KEELAN, BRENDAN, HUGH | Individual | – | PRINCIPAL OWNER, CCO | 06/2022 | > 75% |