Investment adviser · CRD 328317
KESHIA SERVICES
Investment adviser filing (IA)
LEE KESHIA MARIE
· Form ADV filed Jul 15, 2024
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1888930 · Jul 15, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ANTHONY MARQUIES AMEYPrivate Equity Fund · Last reported Jul 15, 2024$1KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KESHIA LEE ESTATE
PCAOB 328317
KESHIA SERVICES
LEI 7904987
KESHIA SERVICES
CRD 328317
Fund details & source
- Fund ID
- 805-1409249589
- Reported beneficial owners
- 1
- Minimum commitment
- $1K
Form ADV 1888930 · Jul 15, 2024 · 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: Jul 15, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions · Performance-based
Principal office
CRD 328317
Filing source
Form ADV 1888930 · Jul 15, 2024 · 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.