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| Happy Holidays!! thanks for using AUM13F!! |
| Keystate Advisory LLC
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| CRD # | 156226 |
| SEC # | 801-72123 |
| CIK # | |
| AUM | $18.2 B (2025-03-19) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 702-598-3738 |
| Address | 3883 Howard Hughes Pkwy Las Vegas, NV 89169 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 58 | 18.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 24 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 18.2 |
| By Discretionary | ||
| Discretionary | 68 | 10.8 |
| Non-Discretionary | 14 | 7.3 |
| Total | 82 | 18.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.2 | |
| Total | 82 | 18.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AMG Funds LLC
✚
|
CT | 19.0 |
|
Regions Investment Management Inc
✚
|
AL | 18.7 |
|
Apollo Credit Management LLC
✚
|
NY | 18.7 |
|
Davis Selected Advisers - NY Inc
✚
|
NY | 18.5 |
|
Nikko Asset Management Europe Ltd
✚
|
18.2 | |
|
First Sentier Investors UK IM Limited
✚
|
18.0 | |
|
Vinva Investment Management Limited
✚
|
17.6 | |
|
HPS Advisors LLC
✚
|
NY | 17.6 |
|
Verus Advisory Inc
✚
|
WA | 17.5 |
|
Meketa Fiduciary Management LLC
✚
|
CA | 17.4 |