# StoneKeep Investments, LLC

StoneKeep Investments, LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2010
- **Assets under management:** $100M - $1B (Altss estimate)
- **Website:** https://stonekeepinvestments.com

## Regulatory record

- **CRD number:** 306144
- **SEC file number:** 801-128850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306144

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Healthcare Services
- Enterprise Software

## People

- Andrew W. Savitz — Managing Principal
- William M. O'Reilly — Chief Financial Officer

## 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).

## Related profiles

- [Multipath Wealth Management](https://altss.com/profile/multipath-wealth-magement)
- [BNY Mellon ETF Investment Adviser, LLC](https://altss.com/profile/bny-mellon-etf-investment-adviser-llc)

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Last updated: 2026-08-11T15:08:11.274Z

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