| Name | Title | Ownership | Since |
|---|---|---|---|
| Carly Elizabeth Flanigan Control | Chief Compliance Officer | Under 5% | 2017 |
| Justin Dean Stevens Control | President/Secretary | 50-75% | 2016 |
| Peter Shaw O'Keefe Control | Treasurer | 50-75% | 2016 |
O'Keefe Stevens Advisory, Inc. reports $424.9 million in regulatory assets under management on its Form ADV.
O'Keefe Stevens Advisory, Inc. reports 8 employees.
O'Keefe Stevens Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 585-340-6538 |
| Office hours | 8:30-5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1780565 |
| Discloses disciplinary history | No |
| Discretionary | $424.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $424.9M |