Charles Paxson Keates of Newtown Square, PA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Charles Paxson Keates appears on 11 filing roles across Form D (7), Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-01 | Form ADV | ADVISOR PARTNERS II, LLC | GENERAL COUNSEL | WALNUT CREEK, CA |
| 2025-03-31 | Form ADV | ARCHEAN CAPITAL PARTNERS II, L.L.C. | MANAGEMENT COMMITTEE MEMBER | NEWTOWN SQUARE, PA |
| 2025-04-02 | Form ADV | PATHSTONE FAMILY OFFICE, LLC | GENERAL COUNSEL | ENGLEWOOD, NJ |
| 2025-03-31 | Form ADV | CAMBRIAN CAPITAL MANAGEMENT, L.L.C. | MANAGEMENT & INVESTMENT COMMITTEE MEMBER | NEWTOWN SQUARE, PA |
| 2024-12-20 | Form D | VITTORIA FUND L P | Executive Officer | Newtown Square, PA |
| 2025-09-10 | Form D | Pleiades Investment Partners, L.P. | Executive Officer | NEWTOWN SQUARE, PA |
| 2017-03-29 | Form D | VERITABLE NI PARTNERS, L.P. | Executive Officer | NEWTOWN SQUARE, PA |
| 2020-07-06 | Form D | Veritable LPC Partners, L.P. | Executive Officer | NEW TOWN SQUARE, PA |
| 2016-12-22 | Form D | Archean Capital Partners I, L.P. | Executive Officer | NEWTOWN SQUARE, PA |
| 2020-12-18 | Form D | Veritable Long Biased Domestic Fund, L.P. | Executive Officer | NEWTOWN SQUARE, PA |
| 2017-03-08 | Form D | Veritable LB Partners, L.P. | Executive Officer | NEWTOWN SQUARE, PA |