KEEL POINT LLC Overview
Keel Point Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 51 employees, of which 29 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 931MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 931MM in positions, representing 65% of the manager's regulatory AUM.
KEEL POINT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KEEL POINT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 20.4% | ETF | 11.04% | -0.03% | 0 | 4% | ||
| IWB | 5.84% | ETF | 10.67% | -0.03% | 0 | 2% | ||
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FEATURED IN
KEEL POINT LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert C. Mayes | Chief Executive Officer | July-2003 |
| Alan L. Bagwell | Chief Operating Officer | January-2015 |
| Christopher J. Cook | Chief Compliance Officer | January-2015 |
| Kun Yea | Chief Financial Officer | January-2015 |
| David M. Parks | Executive Chairman | January-2015 |
| James M. Perry | President | December-2014 |
| Steven L. Skancke | Co-Chief Investment Officer | January-2015 |
| Edward L. Minton | Co-Chief Investment Officer | January-2015 |
KEEL POINT LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
KEEL POINT LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Page 15
Keel Point, LLC March 31, 2015
All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
a. Interest‐rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
b. Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances....
Unlock Full Investment Process Description
Page 15
Keel Point, LLC March 31, 2015
All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
a. Interest‐rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
b. Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances....
Unlock Full Investment Process Description
KEEL POINT LLC Portfolio Concentration
KEEL POINT LLC Location
100 CHURCH STREET
SUITE 500
HUNTSVILLE, Alabama
UNITED STATES, 35801
SUITE 500
HUNTSVILLE, Alabama
UNITED STATES, 35801
KEEL POINT LLC Contact Information
Phone Number: 256-704-0505
Fax Number: 256-704-5110
Website: null
Fax Number: 256-704-5110
Website: null
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