Mandate & appetite
- Preferred strategies
- Lp EquityOpportunistic, Value Add
- Target geographies
- {Us & Canada}Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Keel Point, founded in 2015 through the merger of two advisory firms, is an independent SEC-registered investment advisor headquartered across multiple U.S. locations including Alabama, Maryland, and Tennessee. It offers diversified wealth management, family office, and institutional asset management services, without a specific real estate focus.
Unlock mandates & allocation signals
See Keel Point's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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