Keystone National Group, LLC

Overview

Keystone National Group, LLC is an institutional registered investment adviser formed in 2007 and organized as an LLC. The firm serves institutional clients and focuses on portfolio management for investment companies and pooled investment vehicles. Its revenue model combines asset-based fees with performance-based fee arrangements. Keystone identifies as not being a capital allocator and does not describe itself as an active ESG investor; it also is not listed as a multi-state adviser. Keystone maintains several industry relationships beyond pure advisory duties. Filings indicate affiliations with broker-dealer activity, other investment advisers, commodity pool operator/commodity trading advisor roles, and responsibilities as sponsor, general partner or managing member for pooled vehicles. Those relationships suggest the firm both advises and sponsors pooled products it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices