KEYSTONE CAPITAL
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 314798
- Registered since
- June 29, 2021
- Website
- keystonecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Keystone Capital is organized as a limited partnership that operates private funds and serves institutional clients. The firm is SEC-registered (since 2021) and positions itself as an active manager and sponsor/GP of pooled investment vehicles rather than a pure capital allocator. Its advisory activity centers on portfolio management for pooled vehicles, and its fee arrangements include asset-based fees plus performance-linked compensation. Keystone Capital identifies as an active ESG investor. Keystone’s structure and disclosures indicate it operates multiple closed-end or pooled vehicles (private equity is the dominant vehicle) while also deploying or allocating capital into a range of alternative strategies. The firm is not registered as a multi-state adviser and does not present itself as a pension consultant or a related adviser to other firms.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Katie Perry
Chief Financial Officer and Chief Operating OfficerCRD 6788925
Contacts
2 of 2KENT DAUTEN
ChairmanCRD 6631645
SCOTT GWILLIAM
Managing PartnerCRD 7355125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 155 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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