Key Real Estate Equity Capital, Inc (Cleveland)

Key Real Estate Equity Capital, Inc is a mid-sized advisory firm based in Cleveland. It manages $42.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia and Ohio.

Key Real Estate Equity Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Key Real Estate Equity Capital: assets under management

The assets under management (AUM) of Key Real Estate Equity Capital, Inc is $42.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.37 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Key Real Estate Equity Capital, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Key Real Estate Equity Capital, Inc

Edward James Burke has been acting as President since 1 Jan 2004. Angela G Mago joined the executive team most recently as the Director/President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keycorp	Sole shareholder	1 Jan 2004	75% - 100%	34-6542451
Edward James Burke	Director/president	1 Jan 2004	Other	2328676
Robert C Bowes	Director/secretary	1 Jan 2004	Other	5309238
Kenneth Floyd Fox	Cco	1 Apr 2012	Other	2294922
Michael J Moran	Cfo	1 Apr 2012	Other	6051512
Marty Lewis Oconnor	Director	1 Apr 2013	Other	2325334
Julie B Babcock	Director/secretary	1 Jun 2013	Other	6209790
Michael Black	Cco	1 Dec 2013	Other	5625477
Lisa Marquardt	Cfo	1 Mar 2014	Other	6315769
Angela G Mago	Director/president	1 Apr 2014	Other	6330182

Based in Cleveland

The principal office where Key Real Estate Equity Capital, Inc performs its advisory services is located at 127 Public Square, Cleveland, OH 44114, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.