Keyframe Capital Partners, L.P

CRD#305812
Investment Advisor Firm

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Learn more about Keyframe Capital Partners, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Keyframe Capital Partners, L.P operates as a financial advisory company located in New York, New York. It controls $849.3 million in total assets across 11 client accounts, placing it among the larger firms in the United States by assets under management (AUM). The company has a small group, including 8 financial advisors. Keyframe Capital Partners, L.P is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as equities, bonds and options.

    Keyframe Capital Partners, L.P oversees nine of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without needing to seek client consent. The company also administers two non-discretionary accounts with a total of $110.0 million in assets under management. The firm manages roughly $77.2 million for every client account. The typical financial advisor at Keyframe Capital Partners, L.P manages about one client account, making it one of the most personalized advisor firms in the country.

    Keyframe Capital Partners, L.P's headquarters is at 65 East 55Th Street, New York, New York 10022-3219. It is allowed to provide services to clients in the state of New York.

    Assets Under Management

    $849.3 million

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    65 East 55Th Street
    New York, NY 10022-3219

    Keyframe Capital Partners, L.P by the Numbers

    Total Assets Under Management

    $849.3 million

    National Average: $8.6 billion
    Total Number of Employees

    9

    National Average: 64
    Total Number of Accounts

    11

    National Average: 375,227
    Average Account Size

    $77.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically depend on the type of services provided. However, fee types charged by the firm most likely are comprised of some blend of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    It works with pooled investment vehicles. Out of its 11 accounts, Keyframe Capital Partners, L.P's biggest client group is pooled investment vehicles. None of the firm's accounts reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Keyframe Capital Partners, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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