|
⚲
|
| Keystate Advisory LLC
✚
|
|
|---|---|
| CRD # | 156226 |
| SEC # | 801-72123 |
| CIK # | |
| AUM | $16.6 B (2026-03-24) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 702-598-3738 |
| Address | 3883 Howard Hughes Pkwy Las Vegas, NV 89169 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 58 | 16.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 22 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 16.6 |
| By Discretionary | ||
| Discretionary | 65 | 11.3 |
| Non-Discretionary | 15 | 5.3 |
| Total | 80 | 16.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.6 | |
| Total | 80 | 16.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Symmetry Investments US LLC
✚
|
NY | 16.8 |
|
Aristotle Investment Services LLC
✚
|
CA | 16.5 |
|
Valley View Consulting LLC
✚
|
16.4 | |
|
Venerable Investment Advisers LLC
✚
|
PA | 16.3 |
|
Blue Owl Technology Credit Advisors LLC
✚
|
NY | 16.1 |
|
FS/KKR Advisor LLC
✚
|
PA | 16.1 |
|
First Sentier Investors International IM Limited
✚
|
16.1 | |
|
Wilmington Funds Management Corporation
✚
|
DE | 16.1 |
|
Silverbay Capital Management LLC
✚
|
NY | 16.1 |
|
Taylor Advisors Inc
✚
|
KY | 16.0 |