Key Real Estate Equity Capital, Inc is a mid-sized advisory firm based in Cleveland. It manages $42.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia and Ohio.
Key Real Estate Equity Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Key Real Estate Equity Capital, Inc is $42.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Key Real Estate Equity Capital, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward James Burke has been acting as President since 1 Jan 2004. Angela G Mago joined the executive team most recently as the Director/President.
The principal office where Key Real Estate Equity Capital, Inc performs its advisory services is located at 127 Public Square, Cleveland, OH 44114, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-689-7987 or by fax 216-689-4364. The normal business hours are 8 am - 5 pm on Monday - Friday.