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StoneKeep Investments, LLC
Stonekeep Investments provides unbiased financial advice and investment management. Its mission is to help individuals and families reduce stress and...
Overview
Stonekeep Investments provides unbiased financial advice and investment management. Its mission is to help individuals and families reduce stress and maximize their potential for achieving financial goals through unbiased advice, emphasizing transparency and partnership. The firm offers financial planning, investment management, portfolio analysis, unconstrained equity, financial education, and access to a professional network.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Andrew W. Savitz
Managing Principal
William M. O'Reilly
Chief Financial Officer
Sector focus
Frequently asked questions
How does StoneKeep source proprietary deal flow?
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).
What investment stages does StoneKeep typically target?
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.
Which sectors does StoneKeep explicitly avoid?
StoneKeep avoids venture-stage technology, early-stage biotech, and unsecured consumer lending. It has no exposure to crypto or digital assets (per WSJ, 2024).
How is StoneKeep related to the StoneKeep Family Foundation?
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).
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