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Feingold O'keeffe Capital, LLC (Boston)


Feingold O'keeffe Capital, LLC is a large advisory firm based in Boston. It manages $1.42 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

Feingold O'keeffe 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.

Feingold O'keeffe Capital: assets under management

The assets under management (AUM) of Feingold O'keeffe Capital, LLC is $1.42 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.42 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.12 million each.
Feingold O'keeffe Capital has custody of $259.26 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feingold O'keeffe Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Feingold O'keeffe Capital, LLC performs its advisory services is located at One Exeter Plaza, Boston, MA 02116, 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 857-403-1250 or by fax 857-362-1270. The normal business hours are 8:00 - 6:00 on Monday - Friday.


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