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⚲
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| Five Keys Capital Advisors Inc
✚
| |
|---|---|
| CRD # | 106184 |
| SEC # | 801-37873 |
| CIK # | |
| AUM | $69.7 MM (2024-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 214-550-0914 |
| Address | 2608 Hibernia St Dallas, TX 75204 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Trans-Global Growth Opportunities LP | 2017-03-31 | 3.6 | |
| HF | Belvest Diversified Income Fund LP | 2014-03-31 | 1.4 | |
| HF | Belvest Equity Income Fund LP | 2014-03-31 | 5.9 | |
| HF | Belvest Realty Income Fund LP | 2014-03-31 | 0.4 | |
| HF | Mokan Investments LP | 2014-03-31 | 6.2 | |
| HF | TEP Investors LP | 2014-03-31 | 10.1 | |
| PE | Trans Europe Buyout Partners VIII LP | [2014-03-31] | 20.4 | 27.7 |
| HF | Brookside Investors LP | 2013-04-01 | 5.8 | |
| HF | Camden Securities LP | 2013-04-01 | 0.0 | |
| Other | Barden Investments LP | 2012-03-30 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 69.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 69.7 |
| By Discretionary | ||
| Discretionary | 53 | 69.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 69.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.7 | |
| Total | 53 | 69.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Matthew Kennedy | 10 | |||
| Michael Willis | 16 | |||
| Michael Boswell | 9 | |||
| John Boone | 7 | |||
| Timothy Wheeler | 5 | |||
| J McWilliams | 3 | |||
| Joel Flint | 2 | |||
| Gloria Martindale | 2 | |||
| S Murphy | 2 | |||
| Andrew Kasik | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quantitative Asset Management LLC
✚
|
MN | 0.2 |
|
Galtere Inc
✚
|
MN | 0.0 |
|
Lucas Capital Management LLC
✚
|
NJ | 0.0 |
|
Mercury Capital Access LLC
✚
|
NY | 0.0 |