KEYSTONE VENTURE TRUST INC.

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
340534
Registered since
January 19, 2026

Firm profile

FINTRX

Overview

Keystone Venture Trust Inc. operates as a limited liability company and is primarily engaged in broker-dealer activities as well as serving as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm is relatively new to the market, having registered with the SEC in 2026. Keystone Venture Trust focuses on private equity investments, demonstrating a clear preference for this asset class. The firm does not actively pursue ESG investments, which may appeal to clients with differing priorities in their investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PATRICK JOHN DOLAN

    DirectorCRD 8213371

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
5825 Delmonico Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth