Keal Capital LLC (New York)


Keal Capital LLC is a large advisory firm based in New York. It manages $92 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Keal 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.

Keal Capital: assets under management

The assets under management (AUM) of Keal Capital LLC is $92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 667% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Keal 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lori Leigh Webber Member 1 Jun 2005 50% - 75% 5126241
James Kevin Webber Member 1 Jun 2005 50% - 75% 5123701

Based in New York

The principal office where Keal Capital LLC performs its advisory services is located at 568 Broadway, New York, NY 10012, 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 212-680-0543 or by fax 212-680-0548. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.kealcapital.com.