Keel Point Advisors LLC

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Assets, Funds, Holdings

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Keel Point Advisors LLC
CRD #139379
SEC #801-66114
CIK #0001633038
AUM
Employees
Fees
Minimum
Phone703-807-2020
Address1560 Wilson Blvd
Arlington, VA 22209
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
110088066044022002005201120182025
Sector Form 13F Holdings Value ($M)
Enterprise Products Partners L P 2.8
Kinder Morgan Inc 1.3
PepsiCo Inc 1.2
General Electric Co 0.8
Goldman Sachs Group Inc 0.8
Target Corp 0.7
International Business Machines Corp 0.6
Automatic Data Processing Inc 0.5
Walt Disney Co 0.5
Amgen Inc 0.5
Holdings by Sector ($M)
13010478522602014201420152016
Type Form D Funds Date Sold AUM
PE Distressed Asset Holdings LLC 2012-03-30 2.3 M
PE Keel Point Sidecar Fund LLC 2012-03-30 0.4 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001633038]
Firm Profile (Form ADV)
Discretionary AUM$0.5B
ServesInstitutional, Retail
Fund TypesHedge Fund, Private Equity
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