Keel Point Merges with BlueCreek

January 26, 2015

On January 6, 2015, Keel Point, LLC and BlueCreek Investment Partners, LLC announced the merger of their boutique wealth management firms.


On January 6, 2015, Keel Point, LLC (“Keel Point”) and SEC-registered BlueCreek Investment Partners, LLC (“BlueCreek”) announced the merger of their boutique wealth management firms. The entities together have approximately $1.45 billion in assets under management, with offices in the greater Tennessee Valley and Washington, DC areas. The new firm is jointly owned by client-investors and management.   

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions