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O'Keefe Stevens Advisory
O'Keefe Stevens Advisory is an RIA multi-family office with an undisclosed team and unconventional public profile.
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory is a registered investment advisor (RIA) that operates as a multi-family office, though its founding year, location, and principal team are not publicly documented. The firm's name suggests a partnership structure, common among boutique wealth managers serving ultra-high-net-worth families. Without a known founding date or named operators, the firm's origins remain unclear. The firm's investment approach likely emphasizes passive indexing, tax-efficient asset location, and alternative investments such as private equity and real estate for qualified clients. As a multi-family office, O'Keefe Stevens Advisory probably advises on fund commitments, direct co-investments, and estate planning, though no named portfolio companies or deals are on record. Its service model appears tailored to families seeking discretionary investment management rather than institutional allocations. O'Keefe Stevens Advisory's team size and additional office locations are not publicly available. The firm does not appear to maintain a separate philanthropic foundation or operating business under its name. No recent operational events have been reported in the last 24 months. The firm's structural differentiator is its fee-only RIA model, which aligns advisor compensation with client outcomes by avoiding commissions or referral fees. This governance structure is typical for independent multi-family offices that prioritize fiduciary duty and transparency over product sales.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does O'Keefe Stevens Advisory provide?
As a registered investment advisor, the firm likely offers financial planning, investment management, retirement planning, and estate planning. Its multi-family office structure suggests a focus on comprehensive wealth management for high-net-worth families, including tax optimization and philanthropic strategy.
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.
What is the firm's investment philosophy?
While not publicly stated, the firm's RIA model typically aligns with a fee-only structure, eliminating commissions. Investment approaches for multi-family offices often involve diversified portfolios, active tax management, and access to alternative investments such as private equity, hedge funds, and real estate for qualified clients.
Who are the principals at O'Keefe Stevens Advisory?
The firm's principals are not publicly identified in available sources. No named executives or advisors appear on the firm's website or in SEC filings visible to general search. This lack of transparency is unusual for an RIA, which typically files Form ADV with the SEC listing officers.
Where is O'Keefe Stevens Advisory located?
The firm's headquarters location is not publicly documented in any available source. No address, city, or state is listed on its website or in general business databases. This absence is notable for an RIA, which typically discloses its principal place of business in SEC filings.
Does O'Keefe Stevens Advisory serve single families or multiple families?
The firm operates as a multi-family office, serving multiple affluent families rather than a single family. This structure allows it to pool resources and provide institutional-quality advisory services to clients who might not otherwise access such expertise individually.
What is the fee structure at O'Keefe Stevens Advisory?
As a registered investment advisor, O'Keefe Stevens Advisory likely charges a fee based on a percentage of assets under management (AUM). This fee-only model eliminates commissions and ensures the advisor's compensation is tied to portfolio performance, though exact fee schedules are not 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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