O'Keefe Stevens Advisory

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.

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.

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.

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.

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.

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.

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.