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James Michael Perry

President, Keel Point, LLC

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Search this name across graphsid dfx:pe:7c59d53f-d3a1-4536-afc6-675c5eb992c9

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 20, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

JAMES MICHAEL PERRY

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: Keel Point, LLC
Title: President
Current roles: 1
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← Keel Point, LLCFirmPresident
Dec 1, 2014 to presentfactForm ADV

Dated events

Occurred
Dec 1, 2014
Person joined
James Michael Perry joined Schedule A of Keel Point, LLC as President
Keel Point, LLC Form ADVobserved 6 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7c59d53f-d3a1-4536-afc6-675c5eb992c9
First observed: n/a
Last observed: Sep 13, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.