KEEL POINT ADVISORS, LLC
CRD #139379 SEC #801-66114 VIENNA, VA 703-807-2020
SEC Registered Private Funds
Total AUM
$763.1M
Discretionary
$313.8M
Employees
30
Clients
11
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $1B | $493.7M | $520M | 30 | 300 |
| Mar 2014 | $1B | $493.7M | $520M | 30 | 300 |
| Mar 2014 | $1B | $493.7M | $520M | 30 | 300 |
| Mar 2013 | $859.6M | $396.1M | $463.5M | 30 | 300 |
| Jan 2013 | $763.1M | $313.8M | $449.3M | 30 | 200 |
| Aug 2012 | $763.1M | $313.8M | $449.3M | 11 | 200 |
| Mar 2012 | $763.1M | $313.8M | $449.3M | 11 | 200 |
| Aug 2011 | $695.6M | $230.4M | $465.2M | -- | -- |
| Jul 2011 | $695.6M | $230.4M | $465.2M | -- | -- |
| Mar 2011 | $595.2M | $188.4M | $406.8M | -- | -- |
| Feb 2011 | $556.9M | $167.2M | $389.7M | -- | -- |
| Nov 2010 | $556.9M | $167.2M | $389.7M | -- | -- |
| May 2010 | $556.9M | $167.2M | $389.7M | -- | -- |
| Mar 2010 | $556.9M | $167.2M | $389.7M | -- | -- |
| Mar 2009 | $542.8M | $111.8M | $431.1M | -- | -- |
| Mar 2007 | $221.6M | $219.3M | $2.4M | -- | -- |
DateApr 2014
Total AUM$1B
Discretionary$493.7M
Non-Disc.$520M
Employees30
Clients300
DateMar 2014
Total AUM$1B
Discretionary$493.7M
Non-Disc.$520M
Employees30
Clients300
DateMar 2014
Total AUM$1B
Discretionary$493.7M
Non-Disc.$520M
Employees30
Clients300
DateMar 2013
Total AUM$859.6M
Discretionary$396.1M
Non-Disc.$463.5M
Employees30
Clients300
DateJan 2013
Total AUM$763.1M
Discretionary$313.8M
Non-Disc.$449.3M
Employees30
Clients200
DateAug 2012
Total AUM$763.1M
Discretionary$313.8M
Non-Disc.$449.3M
Employees11
Clients200
DateMar 2012
Total AUM$763.1M
Discretionary$313.8M
Non-Disc.$449.3M
Employees11
Clients200
DateAug 2011
Total AUM$695.6M
Discretionary$230.4M
Non-Disc.$465.2M
Employees--
Clients--
DateJul 2011
Total AUM$695.6M
Discretionary$230.4M
Non-Disc.$465.2M
Employees--
Clients--
DateMar 2011
Total AUM$595.2M
Discretionary$188.4M
Non-Disc.$406.8M
Employees--
Clients--
DateFeb 2011
Total AUM$556.9M
Discretionary$167.2M
Non-Disc.$389.7M
Employees--
Clients--
DateNov 2010
Total AUM$556.9M
Discretionary$167.2M
Non-Disc.$389.7M
Employees--
Clients--
DateMay 2010
Total AUM$556.9M
Discretionary$167.2M
Non-Disc.$389.7M
Employees--
Clients--
DateMar 2010
Total AUM$556.9M
Discretionary$167.2M
Non-Disc.$389.7M
Employees--
Clients--
DateMar 2009
Total AUM$542.8M
Discretionary$111.8M
Non-Disc.$431.1M
Employees--
Clients--
DateMar 2007
Total AUM$221.6M
Discretionary$219.3M
Non-Disc.$2.4M
Employees--
Clients--