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KEYSTATE ADVISORY, LLC

Business and Investment Profile

The KEYSTATE ADVISORY, LLC is a privately held investment adviser that advises $16.59Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KEYSTATE ADVISORY, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 71.06% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.54 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 3883 HOWARD HUGHES PKWY SUITE 500, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 8 investment and 0 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.

Asset Profile

Their $16.59Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 80 other accounts. Assets of Banking of Thrift Institutions clients own $16.5Bn or 99.41% of Total Assets and Insurance Companies own $97.56mn or 0.59% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Banking of Thrift Institutions and Insurance Companies.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

KEYSTATE ADVISORY, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: KEYSTATE ADVISORY, LLC

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Keywords: Keystate Advisory, Keystate
Generated 2026-09-12T06:47:59.2865142.  © 2026 Convergence.