The KEYSTONE NATIONAL GROUP, LLC is a publicly held investment adviser that advises $2.6Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. KEYSTONE NATIONAL GROUP, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 146.64% over the last 5-years.
The Group has been registered with the SEC for 19.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 60 E. SOUTH TEMPLE SUITE 2100, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 42 employees comprised of 40 investment and 2 non-investment staff. The total number of Employees increased by 162.5% over the last 5-years.
Their $2.6Bn in assets advised are owned by 12 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $2.05Bn or 78.69% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $554.3mn or 21.31% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Fund of Funds, representing 97.63% and 2.37% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 7 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
KEYSTONE NATIONAL GROUP, LLC names 1 sub-adviser LINDBROOK CAPITAL, LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.