StoneKeep Investments, LLC

Andrew W. Savitz, Managing Principal, oversees all investment decisions at StoneKeep. The firm maintains a small investment committee with no more than five members, all of whom are senior partners in the firm (per public records).

StoneKeep sources deals primarily through direct relationships with middle-market banks, law firms, and other family offices. It also operates a club-deal network with a handful of New York-based single-family offices that share origination (per WSJ, 2024).

StoneKeep is a multi-family office, serving a small group of unrelated families. Unlike a typical fund manager, it does not operate a commingled fund structure; it holds assets directly and provides each client with a separate account (per SEC filings).

StoneKeep prefers direct origination on its balance sheet, but it also makes selective co-investments alongside institutional partners. It does not commit to blind-pool funds managed by third parties (per public record).

StoneKeep focuses on direct private credit (senior secured loans, unitranche, mezzanine) to middle-market companies. It also acquires commercial real estate in the Northeast US and invests in infrastructure assets, primarily in the US and Europe.

StoneKeep avoids venture-stage technology, early-stage biotech, and unsecured consumer lending. It has no exposure to crypto or digital assets (per WSJ, 2024).

The StoneKeep Family Foundation is a separate 501(c)(3) organization funded by the firm's principals. It supports educational and healthcare initiatives in the New York area and is not involved in investment decision-making (per IRS filings, 2023).