O'Keefe Stevens Advisory is an investment advisor in Rochester with $215.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
814543388
SEC advisor number
801-109944
FINRA CRD number
286338
AUM ?
$215.82 mm
(as of 18 Apr 23)
Accounts
695
(as of 18 Apr 23)
Employees
7
(3 investment advisory or research)
Address
O'Keefe Stevens Advisory
1 BAUSCH AND LOMB PLACE
SUITE 920
ROCHESTER
NY 14604
1 BAUSCH AND LOMB PLACE
SUITE 920
ROCHESTER
NY 14604
Office hours
Monday - Friday, 8:30-5:00
Phone
5853406538
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'keefe, Peter, Shaw | Treasurer | 11/2016 | 50-75% |
Stevens, Justin, Dean | President/secretary | 11/2016 | 50-75% |
Flanigan, Carly, Elizabeth | Chief Compliance Officer | 10/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22