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Stonekeep Investments, LLC

● SEC registered since 2023CRD 306144SEC# 801-128850
Export (members)
Reg. AUM
$169.6M
Employees
2
Accounts
443
Location

Stonekeep Investments, LLC assets under management

Stonekeep Investments, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $169.6 million in regulatory assets under management and employs 2 people.

Stonekeep Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Chase Reid ControlManaging Member/Cco50-75%2019
Scott Geppert ControlOwner50-75%2020

Frequently asked questions

How much does Stonekeep Investments, LLC manage?

Stonekeep Investments, LLC reports $169.6 million in regulatory assets under management on its Form ADV.

How many employees does Stonekeep Investments, LLC have?

Stonekeep Investments, LLC reports 2 employees.

Does Stonekeep Investments, LLC disclose fund performance?

Stonekeep Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone615-975-3635
Office hoursBy Appt. Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$169.6M▲ 14%
Mar '25 — $149MApr '25 — $149MMay '25 — $149MJun '25 — $149MJul '25 — $149MAug '25 — $149MSep '25 — $149MOct '25 — $149MNov '25 — $149MDec '25 — $149MJan '26 — $169.6MFeb '26 — $169.6MMar '26 — $169.6MApr '26 — $169.6MMay '26 — $169.6MJun '26 — $169.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$169.6Mregulatory AUM
Discretionary $169.6M