Keystone National Group, LLC
● SEC registered since 2007CRD 142885SEC# 801-67537Salt Lake City, UT
Ranks #1,940 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.5B
Fund GAV
$49.7M
Private funds
6
Employees
42
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 $2.5 billion in regulatory assets under management and employs 42 people. Keystone National Group, LLC manages 6 private funds with combined gross assets of $49.7 million, including Keystone Private Market Opportunities IX (q), LP. By regulatory assets, it ranks 1,940 of 6,004 private fund managers.
Keystone National Group, LLC private funds
6 funds · $49.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Keystone Private Market Opportunities IX (q), LP | Other Private | $27.6M | $250K |
| Keystone Private Market Opportunities IX, LP | Other Private | $14.9M | $250K |
| Keystone Private Market Opportunities VIII (q), LP | Other Private | $3.5M | $250K |
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Join to unlock · $37/moKeystone National Group, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley David Allen Control | Managing Partner & Chief Financial Officer | Under 5% | 2010 |
| Brandon Reed Nielson Control | Member, Managing Partner & Co-Founder | 10-25% | 2006 |
| Earls Gate Investments LLC Control | Member | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Keystone National Group, LLC manage?
Keystone National Group, LLC reports $2.5 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 $49.7 million.
How many employees does Keystone National Group, LLC have?
Keystone National Group, LLC reports 42 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
| Address | 60 E. South Temple, Suite 2100, Salt Lake City, UT 84111 |
| Phone | 925-480-6050 |
| Fax | 925-480-6060 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1787221 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.5B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.5Bregulatory AUM
Discretionary $2.5B