KEYSTONE CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$388M
Accounts
4
Employees
32
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
314798
Registered since
June 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Katie Perry

    Chief Financial Officer and Chief Operating OfficerCRD 6788925

Contacts

2 of 2
  • KENT DAUTEN

    ChairmanCRD 6631645

  • SCOTT GWILLIAM

    Managing PartnerCRD 7355125

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth