RIA Intel›Advisers›South Carolina›KEEN CAPITAL, LTD

KEEN CAPITAL, LTD

Advisory

N·CHAPIN, SC

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$180M

1-Year AUM Growth

+14.2%

3-Year CAGR

+4.4%

Employees

3

Assets Under Management

Total AUM$180M

Discretionary AUM$178M

Non-Discretionary AUM$2M

Discretionary %98.9%

Total Clients111

Team

Total Employees3

Investment Advisers11

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record13

First FilingDec 24, 2021

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KEEN CAPITAL, LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.