# Keepsake Management

Keepsake Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129359
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129359

## About

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.

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

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