|
⚲
|
| Keystate Advisory LLC
✚
|
|
|---|---|
| CRD # | 156226 |
| SEC # | 801-72123 |
| CIK # | |
| AUM | $16.7 BB (2023-03-29) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 702-598-3738 |
| Address | 3883 Howard Hughes Pkwy Las Vegas, NV 89169 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 51 | 16.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 76 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 127 | 16.7 |
| By Discretionary | ||
| Discretionary | 113 | 10.2 |
| Non-Discretionary | 14 | 6.5 |
| Total | 127 | 16.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.7 | |
| Total | 127 | 16.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pemberton Capital Advisors LLP
✚
|
17.2 | |
|
Intech Investment Management LLC
✚
|
FL | 17.1 |
|
Sprucegrove Investment Management Ltd
✚
|
16.8 | |
|
Egerton Capital US LP
✚
|
NY | 16.5 |
|
Meketa Fiduciary Management LLC
✚
|
CA | 16.4 |
|
Federated Hermes UK LLP
✚
|
16.2 | |
|
Comgest Asset Management International Limited
✚
|
15.9 | |
|
Longview Partners LLP
✚
|
15.8 | |
|
Longview Partners Guernsey Limited
✚
|
15.8 | |
|
Fiduciary Counselors Inc
✚
|
DC | 15.7 |