# Keebeck Wealth Management

Keebeck Wealth Management is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Founded:** 2018
- **Assets under management:** 1620 (Altss estimate)
- **Website:** keebeck.com
- **LinkedIn:** https://www.linkedin.com/company/keebeck-wealth-management/

## Regulatory record

- **CRD number:** 297496
- **SEC file number:** 801-113573
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297496

## About

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.

## Sectors

- PropTech
- FinTech
- Digital Health
- Media & Entertainment
- EdTech
- Energy Transition & Renewables
- Healthcare Services
- AI/ML

## People

- Bruce K. Lee — Founder and CEO
- Joseph Polakoff — President
- Lauren Lee — Chief of Staff
- Chris Robertson — Lead, Keebeck Real Estate

## Questions

### Who runs investment decisions at Keebeck Wealth Management?

Bruce K. Lee serves as Founder and CEO. Joseph Polakoff holds the role of President. Investment activity draws on an advisory board and external co-investors for direct deals.

### Does Keebeck Wealth Management participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments. It maintains a dedicated direct-deal program that includes SPVs and the Keebeck Real Estate platform.

### What investment stages does Keebeck Wealth Management typically target?

Confirmed stages include early stage, growth, and buyout. The firm has participated in seed rounds and later-stage private equity transactions.

### How is Keebeck Wealth Management related to Bruce K. Lee’s other activities?

Bruce K. Lee founded the firm and remains CEO. He also launched The Disruptors media property in June 2025 and maintains operating interests through Keebeck Cognitive Partners.

### What is Keebeck Wealth Management’s known posture on co-investments alongside external GPs?

The firm co-invests directly with external managers. A February 2025 seed round in Positron included Keebeck alongside Valor Equity Partners, 1517 Fund, and others.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/keebeck-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology