Keystone National Group, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 142885
- Registered since
- February 8, 2007
- Website
- keystonenational.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies77.85%
- Pooled Investment Vehicles22.15%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Keystone National Group, LLC is an SEC‑registered institutional registered investment adviser organized as an LLC and operating since 2007. The firm serves institutional clients and focuses on portfolio management for investment companies and pooled investment vehicles. Its fee arrangements include both asset‑based fees and performance‑linked compensation. Keystone is not positioned as an ESG investor and does not present itself as a multi‑state or pension consulting adviser. In addition to advisory activities, the firm has ties to broker‑dealer activity and functions that include sponsor/GP and managing‑member roles for pooled vehicles as well as CPO/CTA involvement.
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
Contacts
3 of 5
Brandon Nielson
Managing PartnerCRD 5283954

John Earl
Managing Partner & Co-FounderCRD 2778669

Bradley Allen
Managing DirectorCRD 5861113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 60 E South Temple
- Time zone
- MT (UTC-7)
- Office locations
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