O'Keefe Stevens Advisory, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 12, 2026, reports $586M in regulatory assets under management, 8 employees, and 943 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
200
2
HNWI
44.0%
157
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$586Mas of January 12, 2026
Discretionary100.0%
$586M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$586M
Total Accounts943
10Y AUM Change+$586M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee45:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.