Keane Capital Management, Inc. is a large advisory firm based in Charlotte. It manages $166.98 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.
Keane Capital Management 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.
The assets under management (AUM) of Keane Capital Management, Inc. is $166.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% 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 Keane Capital Management, 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.
Peter Lawrence Keane has been acting as President since 1 Aug 1999. Campbell Ort Jenkins joined the executive team most recently as the Senior Equity Analyst.
The principal office where Keane Capital Management, Inc. performs its advisory services is located at 3440 Toringdon Way, Charlotte, NC 28277, 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 704-364-3250 or by fax 704-364-9381. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at keanecapital.com.