# Keel Point

Keel Point is a Multi Family Office based in Huntsville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Huntsville, United States
- **Region:** North America
- **Address:** Huntsville, AL, United States
- **Founded:** 2008
- **Assets under management:** $750M - $1.5B (Altss estimate)
- **Website:** keelpoint.com
- **LinkedIn:** https://www.linkedin.com/company/keelpoint

## Regulatory record

- **CRD number:** 127902
- **SEC file number:** 801-62249
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127902

## About

Keel Point, LLC is an SEC-registered investment adviser in Huntsville, Alabama, registered since 2003. The firm manages $3.5 billion in assets, with $3.2 billion on a discretionary basis. It has 92 employees and 39 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Private Equity
- Hedge Funds

## Offices

- Washington, DC
- Charlottesville, VA

## People

- Dudley C. Reynolds — Chairman
- Michael Perry — Chief Executive Officer
- Steven J. Russo — Chief Investment Officer

## Questions

### Who runs investment decisions at Keel Point?

Steven Russo serves as Chief Investment Officer and leads the firm's investment committee. Russo oversees direct deal sourcing and portfolio construction across private credit, real estate, and private equity. The committee includes senior principals Dudley Reynolds and Michael Perry, who bring the underlying family relationships that drive deal flow.

### How does Keel Point source proprietary deal flow?

Keel Point sources through the business networks of its underlying family clients, many of whom have deep ties to the aerospace, defense, and industrial ecosystems concentrated in Huntsville and the broader Southeast. The firm leverages these relationships to access middle-market operating companies and real estate projects that rarely reach broad auction processes. Its Washington, DC office adds a policy-adjacent sourcing channel.

### Does Keel Point participate in fund commitments or only direct deals?

Keel Point does both. The firm selectively commits to external private equity and hedge fund managers, but its distinguishing feature is the ability to do direct deals — including control equity investments in operating businesses and direct origination of private credit. The direct deal capability is what separates the platform from a conventional wealth advisory practice.

### What is Keel Point's known posture on co-investments alongside external GPs?

Keel Point co-invests alongside family networks and occasionally alongside external general partners, but it does not operate a standardized co-investment program in the manner of a large institutional LP. Deals are sourced through existing relationships and structured individually, often with the firm's families acting as the lead or sole capital provider in middle-market transactions.

## Related profiles

- [Goepper Burkhardt](https://altss.com/profile/goepper-burkhardt-llc)

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Last updated: 2026-07-06T01:24:19.568Z

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