January 2022 - O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2021 Q4

Quarterly Investor Letter Q4 2021

Quarterly Investor Letter Q4 2021 Quarterly Investor Letter Q4 2021 Author: Dominick D’Angelo Portfolio Update Teekay LNG (TGP) – On […]

by Dominick D'Angelo

on Jan 25

O'Keefe Stevens Advisory Value Connection Newsletter cover, 2022 Q1

The Value Connection – Q1 2022

The Value Connection – Q1 2022 The Value Connection – Q1 2022 Team Updates Congratulations are in order! Adam Deutsch […]

by Justin Stevens

on Jan 11

Advisor reviewing printed financial reports with a client across a desk

OSA Fact Sheet Q4 2021

OSA Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]

by Peter O'Keefe

on Jan 4

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New York

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604
Phone: (585) 340-6538

Florida

255 Giralda Ave
Coral Gables, FL 33134
Phone: (786) 541-8699

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Monday through Friday
9:00am to 5:00pm

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The numbers for "Clients We Serve," "Assets Under Management," and "Percentage in Top 10 Holdings," are as of June 30, 2026.

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