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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Keelan Capital LLC
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|---|---|
| CRD # | 322725 |
| SEC # | 801-126982 |
| CIK # | |
| AUM | $561.4 M (2025-03-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-421-8000 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 4.1 |
| (b) Individuals (high net worth individuals) | 7 | 22.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 529.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 561.4 |
| By Discretionary | ||
| Discretionary | 98 | 561.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 561.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.4 | |
| Total | 98 | 561.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rowland Miller Partners LLC
✚
|
GA | 0.6 |
|
Legacy Wealth Partners LLC
✚
|
CO | 0.6 |
|
Wealth Management Advisors LLC
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|
SC | 0.6 |
|
Focused Alpha LLC
✚
|
CO | 0.6 |
|
Shayne & Jacobs LLC
✚
|
TN | 0.6 |
|
Creekmur Asset Management LLC
✚
|
IL | 0.6 |
|
Wealth Advisory Solutions LLC
✚
|
IN | 0.6 |
|
Rock Point Advisors LLC
✚
|
VT | 0.6 |
|
Tradewinds LLC
✚
|
NC | 0.6 |
|
Sunpointe LLC
✚
|
MO | 0.6 |