Key Investment Services LLC
● SEC registered since 2006CRD 136300SEC# 801-65060Brooklyn, OH
Reg. AUM
$8.88B
Employees
1,325
Accounts
34,920
Location
Brooklyn, OH
Key Investment Services LLC assets under management
Key Investment Services LLC is an SEC-registered investment adviser based in Brooklyn, OH. The firm has been registered since 2006. It reports $8.9 billion in regulatory assets under management and employs 1,325 people.
Key Investment Services LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Fontanarosa Control | Chief Legal Officer | Under 5% | 2026 |
| Burton Bruce Nicholas Hotz Control | Chief Risk Officer | Under 5% | 2022 |
| Giuseppe Nmn Calabrese Control | Co-Ceo/President | Under 5% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Key Investment Services LLC manage?
Key Investment Services LLC reports $8.9 billion in regulatory assets under management on its Form ADV.
How many employees does Key Investment Services LLC have?
Key Investment Services LLC reports 1,325 employees.
Where is Key Investment Services LLC located?
Key Investment Services LLC is based in Brooklyn, OH and has been SEC-registered since 2006.
Does Key Investment Services LLC disclose fund performance?
Key Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4900 Tiedeman Road, Oh-01-49-0215, Brooklyn, OH 44144 |
| Phone | (888) 547-2968 |
| Fax | (216) 357-6332 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.88B▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$8.88Bregulatory AUM
Discretionary $0Non-discretionary $8.88B