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Feingold O'keefe Capital, LLC (Boston)


Feingold O'keefe Capital, LLC is a large advisory firm based in Boston. It manages $274.1 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Feingold O'keefe 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.

Feingold O'keefe Capital: assets under management

The assets under management (AUM) of Feingold O'keefe Capital, LLC is $274.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $274.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feingold O'keefe Capital, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in Boston

The principal office where Feingold O'keefe Capital, LLC performs its advisory services is located at One International Place, Boston, MA 02110, 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 617-310-6104 or by fax 617-310-6110. The normal business hours are 8:00 - 6:00 on Monday - Friday.


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