Keenan Capital, LLC (Burlingame)

Keenan Capital, LLC is a large advisory firm based in Burlingame. It manages $308.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Keenan Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keenan Capital: assets under management

The assets under management (AUM) of Keenan Capital, LLC is $308.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $308.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Keenan Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Keenan Capital serves?

The only and largest group of clients of Keenan Capital is pooled investment vehicles with 1 clients and $308.2 million of assets under management. Among the 9 most similar advisory firms, Keenan Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $308.2 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Keenan Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Keenan Capital, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles J. Keenan Iv	Manager	1 Mar 2012	75% - 100%	6183396
Alex Prywes	Chief compliance officer, director of operations	1 Feb 2018	Other	3092513

Based in Burlingame

The principal office where Keenan Capital, LLC performs its advisory services is located at 1229 Burlingame Avenue, Burlingame, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-344-3334 or by fax 650-344-3298. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.