Keeley Teton Advisors, LLC is a large advisory firm based in Chicago. It manages $1.12 billion of regulatory assets for 480 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Keeley Teton Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Keeley Teton Advisors, LLC is $1.12 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Keeley Teton Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Robert Michael Kurinsky is investment companies with 4 clients and $735.25 million of assets under management. Among the 8 most similar advisory firms, Keeley Teton Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.12 billion for 480 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Keeley Teton Advisors doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Michael Kurinsky has been acting as President since 1 Feb 2017. Patrick Bernard Huvane joined the executive team most recently as the Treasurer.
The principal office where Keeley Teton Advisors, LLC performs its advisory services is located at 141 West Jackson Blvd, Chicago, IL 60604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (312) 786-5000 or by fax 312-786-5002. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at keeleyteton.com.