KEEPSAKE MANAGEMENT INC.

KEEPSAKE MANAGEMENT INC. is an SEC-registered investment adviser (CRD 129359). Regulatory assets under management: $23.8M.

Registration

• CRD: 129359
• Type: Registered investment adviser
• Phone: 859.221.4173
• Latest filing: 2026-03-28
• Regulatory AUM: $23.8M
• Discretionary AUM: $20.9M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search