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| Keystone National Group LLC
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| CRD # | 142885 |
| SEC # | 801-67537 |
| CIK # | 0001787221 |
| AUM | 2,502.8 M (2026-03-31) |
| Employees | 42 (95% Investors, 0% Brokers) |
| Phone | 925-480-6050 |
| Address | 60 E South Temple Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Keystone Self Storage Holdings LLC | [2021-03-23] | 10.0 M | 26.1 M |
| Offered $13,000,000 · Filed 2022-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Remaining $2,955,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Keystone Coldwater Holdings LLC | [2020-03-23] | 42.1 M | |
| Offered $18,000,000 · Filed 2020-01-16 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $18,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Keystone Private Market Opportunities IX Q LP | [2020-03-23] | 60.2 M | 27.6 M |
| Offered $150,000,000 · Filed 2019-10-09 (D/A) · Exemption 506(b), 3(c)(7), 3(c) · Minimum $250,000 · Remaining $89,794,000 · Duration More than one year · Commission $250,000 · Net Assets Decline to Disclose | ||||
| Other | Keystone Private Market Opportunities IX LP | [2019-03-27] | 40.3 M | 14.9 M |
| Offered $150,000,000 · Filed 2019-09-19 (D/A) · Exemption 506(b), 3(c)(1), 3(c) · Minimum $250,000 · Remaining $109,696,500 · Duration More than one year · Commission $150,000 · Net Assets Decline to Disclose | ||||
| RE | Northwest Lodging Group II LLC | [2018-03-30] | 10.2 M | 50.0 M |
| Offered $10,800,000 · Filed 2019-06-12 (D/A) · Exemption 506(b) · Remaining $615,000 · Duration More than one year · Commission $60,000 · Net Assets Decline to Disclose | ||||
| RE | Northwest Lodging Group LLC | [2018-03-30] | 19.3 M | 37.0 M |
| Offered $25,000,000 · Filed 2016-09-29 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining $5,655,000 · Duration One year or less · Commission $250,000 · Net Assets Decline to Disclose | ||||
| RE | Keystone Home Leasing III LLC | [2017-03-31] | 2.8 M | 3.6 M |
| Offered $10,000,000 · Filed 2017-10-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $7,250,000 · Duration More than one year · Commission $27,000 · Net Assets Decline to Disclose | ||||
| Other | Keystone Private Market Opportunities VIII LP | [2017-03-31] | 76.1 M | 2.0 M |
| Offered $150,000,000 · Filed 2017-11-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $88,000 · Remaining $73,918,000 · Duration More than one year · Commission $301,000 · Net Assets Decline to Disclose | ||||
| Other | Keystone Private Market Opportunities VIII Q LP | [2017-03-31] | 73.6 M | 3.5 M |
| Offered $150,000,000 · Filed 2017-11-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $80,000 · Remaining $76,434,000 · Duration More than one year · Commission $79,500 · Net Assets Decline to Disclose | ||||
| Other | Keystone Real Estate Lending Fund Q LP | [2017-03-31] | 120.8 M | 52.1 M |
| Filed 2017-10-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000 · Remaining Indefinite · Duration More than one year · Commission $52,938 · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 0 | 0.0 |
| (d) Investment companies | 1 | 1.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 0.6 |
| (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 | 0 | 0.0 |
| (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 | 13 | 2.5 |
| By Discretionary | ||
| Discretionary | 13 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 13 | 2.5 |
| Limited Partners | 2011 - 2026 |
|---|---|
| North Carolina Retirement Services |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Barry Smith | Director | 9 | 4 | |
| John Earl | Director, Executive Officer, Promoter | 35 | 2 | |
| Brandon Nielson | Director, Executive Officer | 33 | 2 | |
| Keystone National Group LLC | Promoter | 6 | 2 | |
| Keystone National Group | Executive Officer, Promoter | 5 | 2 | |
| Michael Nielson | Executive Officer | 4 | 2 | |
| Brandon Neilson | Executive Officer | 3 | 2 | |
| Nlg Partners | Executive Officer | 2 | 2 | |
| West 77 VP | Executive Officer | 2 | 2 | |
| Group LLC Keystone National | Executive Officer, Promoter | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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