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| Keystone National Group LLC
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|
|---|---|
| CRD # | 142885 |
| SEC # | 801-67537 |
| CIK # | |
| AUM | $1.8 BB (2023-03-31) |
| Employees | 26 (96% Investors, 0% Brokers) |
| Phone | 925-480-6050 |
| Address | 60 E South Temple Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Keystone SELF Storage Holdings LLC | [2021-03-23] | 10.0 | 26.1 |
| RE | Keystone Coldwater Holdings LLC | [2020-03-23] | 0.0 | 42.1 |
| Other | Keystone Private Market Opportunities IX Q LP | [2020-03-23] | 60.2 | 107.6 |
| Other | Keystone Private Market Opportunities IX LP | [2019-03-27] | 40.3 | 58.0 |
| RE | Northwest Lodging Group II LLC | [2018-03-30] | 10.2 | 50.0 |
| RE | Northwest Lodging Group LLC | [2018-03-30] | 19.3 | 37.0 |
| RE | Keystone Home Leasing III LLC | [2017-03-31] | 2.8 | 3.6 |
| Other | Keystone Private Market Opportunities VIII LP | [2017-03-31] | 76.1 | 35.5 |
| Other | Keystone Private Market Opportunities VIII Q LP | [2017-03-31] | 73.6 | 60.5 |
| Other | Keystone Real Estate Lending Fund Q LP | [2017-03-31] | 120.8 | 52.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 819.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 788.6 |
| (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 | 3 | 201.5 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 1,810.0 |
| By Discretionary | ||
| Discretionary | 15 | 1,810.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 1,810.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,810.0 | |
| Total | 15 | 1,810.0 |
| Limited Partners | 2011 - 2024 |
|---|---|
| North Carolina Retirement Services |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Barry Smith | 9 | |||
| John Earl | 33 | |||
| Brandon Nielson | 29 | |||
| Keystone National Group | 5 | |||
| Keystone National Group LLC | 4 | |||
| Brandon Neilson | 3 | |||
| Michael Nielson | 3 | |||
| West 77 VP | 2 | |||
| NLG Partners | 2 | |||
| Group LLC Keystone National | 2 | |||
| View All | ||||
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