On April 2, 2026, Seward & Kissel client Emigrant Partners announced a minority investment in Keen Wealth Advisors.
Emigrant Partners, LLC (“Emigrant”) announced, on April 2, 2026, a minority investment in Keen Wealth Advisors (“Keen”). Under the terms of the transaction, Keen will continue to operate independently. Further terms of the transaction were not disclosed.
Emigrant, based in New York, is a capital advisory services partner specializing in non-voting, minority investments in wealth and asset managers. Emigrant is currently partnered with 21 firms with approximately $115 billion in aggregate assets under advisement.
Keen, based in Overland Park, Kansas, is a registered investment advisor offering retirement, tax, estate planning, investment management, and risk management services. Keen has approximately $1.3 billion in assets under management. Houlihan Lokey acted as exclusive financial advisor to Keen on the transaction.
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