|
⚲
|
| KEEN Capital LLC
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|
|
|---|---|
| CRD # | 283597 |
| SEC # | 801-128059 |
| CIK # | |
| AUM | $142.8 M (2025-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-898-6584 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.5 |
| (b) Individuals (high net worth individuals) | 33 | 141.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 142.8 |
| By Discretionary | ||
| Discretionary | 221 | 142.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 221 | 142.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.8 | |
| Total | 221 | 142.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Newcorp Financial Services Inc
✚
|
GA | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
James I Black & Company
✚
|
FL | 0.1 |
|
Demand Wealth LLC
✚
|
0.1 | |
|
GUTT Financial Management LLC
✚
|
GA | 0.1 |
|
Legacy Advisory Services LLC
✚
|
PA | 0.1 |
|
Calculated Wealth LLC
✚
|
WI | 0.1 |
|
FLFS Advisory LLC
✚
|
NY | 0.1 |