KEYSTONE GLOBAL PARTNERS LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 153147
- Registered since
- April 15, 2015
- Website
- keystonegp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.77%
- Insurance Companies4.7%
- Charitable Organizations3.3%
- Individuals0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keystone Global Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm operates as a capital allocator for both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses and institutional entities. Keystone reports being an active ESG investor and identifies as an independent, individually owned RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Private Funds22%
- Cash & Cash Equivalents20%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
2 of 2JAMES CARR
Managing DirectorCRD 4868121
CALVIN LO
Personal Financial AdvisorCRD 5001817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$354M in ETFs
95%
$335M
0%
$19.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF) | State Street | Passive | Financial | $17.9M | 361,575 | 5.04% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 2128 W 32nd Ave
- Time zone
- MT (UTC-7)
- Office locations
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