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StoneKeep Investments, LLC
StoneKeep Investments is a New York-based multi-family office founded by Andrew W.
StoneKeep Investments, LLC
StoneKeep Investments was founded in 2010 by Andrew W. Savitz, who serves as Managing Principal. The firm operates as a multi-family office, consolidating the capital of several families into a shared investment platform. Its clients are predominantly high-net-worth families in the New York metropolitan area, though specific wealth origins have not been publicly disclosed. The firm focuses on direct private credit, real estate, infrastructure, and select venture/healthcare opportunities. StoneKeep structures investments through direct origination, co-investments with other family offices, and club deals. Known holdings include a portfolio of commercial real estate in the Northeast US and direct loans to middle-market healthcare services companies. Its geographic focus is primarily the United States, with some exposure to select European infrastructure assets (per public records, 2023). StoneKeep employs a lean team of investment professionals, though exact headcount is not published. It operates solely from its New York office. The firm has a parallel philanthropic vehicle, the StoneKeep Family Foundation, which supports educational and healthcare initiatives in the New York area (per SEC filings, 2022). In late 2024, the firm closed a $50 million co-investment vehicle alongside a larger institutional partner to deploy into private credit opportunities (per WSJ, December 2024). What separates StoneKeep from many multi-family offices is its deliberate avoidance of commingled funds structured as debt funds. Instead, it originates and holds loans directly on its balance sheet, giving clients full transparency and control over each asset. This model allows it to strike bespoke terms with borrowers that institutional lenders cannot match.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
$100M - $1B (Altss estimate)
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
Who runs investment decisions at StoneKeep Investments?
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).
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).
Is StoneKeep structured as a single family office or does it operate more like a fund manager?
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).
Does StoneKeep participate in fund commitments or only direct deals?
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).
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).
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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