Investment adviser · CRD 139379

KEEL POINT ADVISORS, LLC

Investment adviser filing (IA)

VIENNA, VA, United States · Form ADV filed Apr 24, 2014

Regulatory AUM
$1.01B
Form ADV · Item 5.F
Client accounts
785
Accounts, not individual clients
Employees
30
Reported in this filing
Advisory professionals
19
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KEEL POINT DISTRESSED ACCESS FUND, LLCPrivate Equity Fund · Last reported Apr 24, 2014$8.65MGross asset value
Auditor BAKER TILLY VIRCHOW KRAUSE, LLP TYSON'S CORNER, Virginia, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6117343846
Reported beneficial owners
10
Minimum commitment
$10K

Form ADV 819886 · Apr 24, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 24, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions · Performance-based

Principal office

8065 LEESBURG PIKE, SUITE 300
VIENNA, VA, 22182, United States

CRD 139379

Filing source

Form ADV 819886 · Apr 24, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.