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| Keyboard |
| Keystate Advisory LLC
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|---|---|
| CRD # | 156226 |
| SEC # | 801-72123 |
| CIK # | |
| AUM | 16.59 B (2026-03-24) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-598-3738 |
| Address | 3883 Howard Hughes Pkwy Las Vegas, NV 89169 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 58 | 16.5 |
| (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 | 22 | 0.1 |
| (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 | 80 | 16.6 |
| By Discretionary | ||
| Discretionary | 65 | 11.3 |
| Non-Discretionary | 15 | 5.3 |
| Total | 80 | 16.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.6 | |
| Total | 80 | 16.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 80 |
| Serves | Institutional |
| LEI | 254900X66QL2OJM5I012 |
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|---|---|---|
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First Sentier Investors International IM Limited
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16.09 B | |
|
Wilmington Funds Management Corporation
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|
DE | 16.08 B |
|
Silverbay Capital Management LLC
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|
NY | 16.06 B |
|
Taylor Advisors Inc
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|
KY | 15.95 B |