OKEEFE & ASSOCIATES, P.C.

John P. O'Keefe is the founder and president, and ultimate decision-maker on all investment and credit exposures. The firm does not maintain a separate investment committee or external advisory board. All legal documentation is handled in-house, which centralizes authority around O'Keefe and any internal counsel.

It is structured as a single-family office serving the O'Keefe family, consistent with its organization as a professional corporation where the principal is both the investment lead and the attorney of record. There is no indication that the firm manages capital for unrelated families or outside institutions, nor does it market itself as a multi-family office.

The firm does not promote co-investment opportunities to external parties. Its real estate acquisitions and private credit originations are funded entirely from family capital, based on the firm's public record. No evidence of joint ventures with outside private equity firms or syndicated loan participations is publicly available.

Sourcing is relationship-driven and concentrated in the Detroit and broader Michigan market. The firm likely originates loans through its network of real estate operators, middle-market business owners, and legal contacts built over decades in Oakland County. It does not operate an online lending platform, nor does it bid on broadly syndicated loan auctions.

The firm's core activity is real estate equity and private credit; it has not publicly disclosed any minority or majority equity stakes in operating businesses. Its credit mandates are typically asset-backed or cash-flow-secured loans rather than venture equity or growth capital.

No separately named O'Keefe family foundation is identifiable in IRS filings or Michigan charitable registries at this time. Philanthropy may be conducted through donor-advised funds or direct giving structures that do not require public disclosure, but no dedicated vehicle is known to the public.

Succession details are not publicly disclosed. The firm's organization as a professional corporation in Michigan suggests that control and ownership can be transferred to designated successors through the professional entity's shares, but no named next-generation family members or external successors have been identified in public records.