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KEATON CAPITAL MANAGEMENT L.L.C.

Advisory

IL

Data as of May 30, 2023 · Source: SEC Form ADV

Rank in IL

#1,501

of 1,719 advisers by AUM

Average account

$325K

across 40 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed May 30, 2023.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$12M

Non-Discretionary AUM$1M

Discretionary %92.3%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

The full client-type breakdown and the share of AUM each category represents.

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