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Keenan Private Wealth Management
The firm positions itself as an independent wealth management firm, not tied to any single product or institution.
Keenan Private Wealth Management
The firm positions itself as an independent wealth management firm, not tied to any single product or institution. This independence allows Keenan Private Wealth Management to select from a broad range of investment vehicles and managers without conflict of interest. Keenan Private Wealth Management constructs portfolios using a mix of public equities, fixed income securities, and alternative investments such as private equity and real estate. The firm evaluates managers and direct investments through a fundamental research process. Geographic focus is primarily US-based, with some exposure to developed international markets. The firm does not publicly disclose its total assets under management, number of professionals, or specific office locations. No recent operational events, such as new hires, fund launches, or organizational changes, have appeared in public records. A structural differentiator for Keenan Private Wealth Management is its independent, fiduciary-based RIA model, which avoids proprietary products or third-party revenue sharing. This structure aligns the firm's incentives with client outcomes — a posture that appeals to families seeking conflict-free advice.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Frequently asked questions
How does Keenan Private Wealth Management source investment opportunities?
The firm uses a combination of traditional asset managers, direct relationships, and independent due diligence to identify investment opportunities. Keenan Private Wealth Management does not rely on a single platform or proprietary deal flow, instead drawing from the broader market.
Does Keenan Private Wealth Management offer direct private equity or real estate investments?
The firm includes alternative investments such as private equity and real estate in client portfolios, but it is not publicly known whether these are accessed through funds, co-investments, or direct holdings. The firm structures allocations based on each family's risk tolerance and liquidity needs.
Is Keenan Private Wealth Management a fiduciary?
Yes, Keenan Private Wealth Management operates as a Registered Investment Advisor (RIA), which imposes a fiduciary duty to act in clients' best interests. This means the firm must avoid conflicts of interest and disclose any potential conflicts.
What investment stages does Keenan Private Wealth Management target?
The firm is not known to target a specific investment stage such as venture or growth. It likely allocates across public equities and fixed income, along with some alternative investments, but stage-specific data is not publicly available.
Where does Keenan Private Wealth Management operate geographically?
The firm is believed to be based in North America. No specific city or state has been confirmed. It may serve clients across the United States, but no additional office locations are publicly known.
What is the minimum account size required by Keenan Private Wealth Management?
Keenan Private Wealth Management does not publicly disclose a minimum asset threshold. Given its focus on high-net-worth and ultra-high-net-worth families, a minimum in the range of $1 million to $5 million is typical for firms of this type, but this has not been confirmed.
How does Keenan Private Wealth Management charge for its services?
The firm likely charges a fee based on assets under management, a common structure for RIAs. Some advisors may also offer flat or hourly fees. No specific fee schedule has been publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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