Keebeck Wealth Management

Keebeck Wealth Management

Keebeck Wealth Management began in 2018 when Bruce K. Lee left prior advisory roles to establish an independent multi-family office. Lee’s background centers on serving corporate executives and business owners, which shaped the client base of multigenerational families from the financial services sector. The firm allocates across private equity, real estate, hedge funds, direct co-investments, infrastructure, natural resources, and digital assets. It participates in early-stage and growth rounds as well as buyouts. Confirmed positions include a co-investment in Positron’s seed round alongside Valor Equity Partners in February 2025. Geographic reach centers on North America with indicated exposure to Europe and the Middle East. Keebeck Real Estate, launched in July 2025, targets commercial properties and joint ventures such as the Life Time Living project in Paradise Valley, Arizona. Assets under management stand at $1.62 billion. The team includes President Joseph Polakoff and Chief of Staff Lauren Lee. Additional vehicles include Keebeck Alpha, LP, a quantitative hedge fund based in Stamford, Connecticut, and holdings in public ETFs such as IVV and VGT. In December 2025 Bruce Lee spoke at the Wealth.com Estate Planning Conference on estate planning for advisory firms. The firm maintains board ties to The University School of Milwaukee and a Henry Crown Fellowship at the Aspen Institute. Keebeck operates through Dynasty Financial Partners as its integrated platform provider and uses Goldman Sachs Custody Solutions and BNY Pershing for custody. This structure allows the firm to combine multi-family office services with proprietary direct investment access while remaining independent of any single wealth creator’s operating company.