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Keener Investments

Keener Investments. CRD 117141

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CRD: 117141

Keener Investments

Naples, FL
6465932455
$73.4M Total AUM
$73.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
PeakTimber prime
Established Date
05-15-2012
Office Locations
1

Office Locations

-- Naples FL

About Keener Investments

Keener Investments is a fully integrated real estate sponsor offering direct investments in multifamily apartment communities. The firm targets value-add acquisitions and renovations designed to generate current cash flow and long-term appreciation, improving operations through property upgrades, tighter management, and cost controls. Current focus is Houston-area assets. Keener provides startup capital and co-invests, with a wholly owned property management arm.

Team overview

-- AVG AGE
$73.4M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

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Asset Classes

Capital Prime

Custodian

Legacy Signal Fusion

Platform

Ember

Services

Optima vertex

Technology

Zenith insight Peak unison

Owner & Executives

H

HARRY ALAN KEENER

Associate, Chief Compliance Officer, President

CRD
#2867155
Ownership
75% or more
(624) 528-4446
legacy.pathway@embercapital.com
in linkedin.com/in/ridge-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-25-2011
05-09-2012
Category Assets AVG. Account size
Discretionary $73,367,047 $877,133
Non-Discretionary $0 $13,564,000
Total $73,367,047 $2,369,706

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Separately Managed Accounts

Total SMA Asset: $73,367,047

$73.4M Total SMA
Equity - OTC:
24.4%
Cash:
11.7%
Public Funds:
27.0%
Equity - Exchange:
6.1%
Other:
30.8%
Asset class Assets Assets %
Equity - OTC $316,921,821 24.4%
Cash $151,966,611 11.7%
Public Funds $350,692,179 27.0%
Equity - Exchange $79,230,455 6.1%
Other $400,048,855 30.8%
Total $1,298,859,921 100.0%

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