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 09/30/16. The fund's latest filing disclosed 263MM in positions, representing 18% of the manager's regulatory AUM.

KEEL POINT LLC StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KEEL POINT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 18.97% ETF 4.05% -0.01% 0 2%
AGG 7.74% ETF -3.24% -0.35% 0 3%
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FEATURED IN
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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....
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KEEL POINT LLC Portfolio Concentration

KEEL POINT LLC Location

100 CHURCH STREET
SUITE 500
HUNTSVILLE, Alabama
UNITED STATES, 35801

KEEL POINT LLC Contact Information

Phone Number: 256-704-0505
Fax Number: 256-704-5110
Website:

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