Multi-Family OfficeRIA · CRD 286338SEC-Registered

Updated:

O'Keefe Stevens Advisory

O'KEEFE STEVENS ADVISORY, INC. is an SEC-registered investment adviser since 2017. The firm manages approximately $586 million in regulatory assets.

O'Keefe Stevens Advisory

O'KEEFE STEVENS ADVISORY, INC. is an SEC-registered investment adviser since 2017. The firm manages approximately $586 million in regulatory assets. It has 9 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Is O'Keefe Stevens Advisory regulated?

Yes. O'Keefe Stevens Advisory is a registered investment advisor with the Securities and Exchange Commission (SEC), as indicated by its RIA status. This registration requires fiduciary duty, meaning it must act in clients' best interests and disclose any conflicts of interest.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles