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Keepsake Management
KEEPSAKE MANAGEMENT INC. is a state-registered investment adviser in Lexington, KY. The firm manages $24 million in assets, $21 million on a discretionary...
Overview
KEEPSAKE MANAGEMENT INC. is a state-registered investment adviser in Lexington, KY. The firm manages $24 million in assets, $21 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How is Keepsake Management structured for succession and governance?
No public information exists regarding Keepsake Management's governance or succession planning. Private single-family offices often use trust structures, family councils, or next-generation education programs to manage intergenerational wealth transfer, but Keepsake Management's specific approach remains undocumented in any public record.
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