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Keystone National Group, LLC

● SEC registered since 2007CRD 142885SEC# 801-67537Salt Lake City, UT
Export (members)
Ranks #1,759 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.27B
Fund GAV
$73.5M
Private funds
6
Employees
39
Accounts
13
Location
Salt Lake City, UT

Keystone National Group, LLC assets under management

Keystone National Group, LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2007. It reports $2.3 billion in regulatory assets under management and employs 39 people. Keystone National Group, LLC manages 6 private funds with combined gross assets of $73.5 million, including Keystone Private Market Opportunities IX (q), LP. By regulatory assets, it ranks 1,759 of 5,911 private fund managers.

Keystone National Group, LLC private funds

6 funds · $73.5M GAV
FundTypeGross assetsMin.
Keystone Private Market Opportunities IX (q), LPOther Private$39.1M$250K
Keystone Private Market Opportunities IX, LPOther Private$21M$250K
Keystone Private Market Opportunities VIII (q), LPOther Private$6.6M$250K
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Keystone National Group, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bradley David Allen ControlChief Financial Officer10-25%2010
Brandon Reed Nielson ControlManaging Partner & Co-Founder25-50%2006
John Troy Beatty ControlChief Compliance Officer & General CounselUnder 5%2024
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Frequently asked questions

How much does Keystone National Group, LLC manage?

Keystone National Group, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Keystone National Group, LLC manage?

Keystone National Group, LLC manages 6 private funds with combined gross assets of $73.5 million.

How many employees does Keystone National Group, LLC have?

Keystone National Group, LLC reports 39 employees.

Where is Keystone National Group, LLC located?

Keystone National Group, LLC is based in Salt Lake City, UT and has been SEC-registered since 2007.

Does Keystone National Group, LLC disclose fund performance?

Keystone National Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address60 E. South Temple, Suite 2100, Salt Lake City, UT 84111
Phone925-480-6050
Fax925-480-6060
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
CIK1787221
Discloses disciplinary historyNo

Assets under management

Discretionary$2.27B
Non-discretionary$0
Total (RAUM)$2.27B

Service providers

Auditor
Custodian