Keystone National Group LLC

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Keystone National Group LLC ✚
CRD #	142885
SEC #	801-67537
CIK #	0001787221
AUM	$2.3 B (2025-03-31)
Employees	39 (97% 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) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
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	39.1
Other	Keystone Private Market Opportunities IX LP	[2019-03-27]	40.3	21.0
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	3.9
Other	Keystone Private Market Opportunities VIII Q LP	[2017-03-31]	73.6	6.6
Other	Keystone Real Estate Lending Fund Q LP	[2017-03-31]	120.8	52.1
Other	Keystone Real Estate Lending Fund LP	[2016-03-29]	749.0	14.7
Other	Keystone Solar Partners LLC	[2016-03-29]	21.8	35.5
Other	KNG PIF LP	[2016-03-29]	8.8	8.1
Other	LK Opportunities Fund II Q LP	[2016-03-29]	82.2	1.7
RE	Keystone Home Leasing II LLC	[2015-03-25]	9.9	13.9
Other	Keystone Private Market Opportunities VI Q LP	[2015-03-25]	64.6	8.9
Other	LK Opportunities Fund II LP	[2015-03-25]	54.9	1.1
RE	Keystone Home Leasing LLC	2014-03-31		2.0
Other	Keystone Private Market Opportunities VI LP	[2014-03-31]	42.8	6.0
Other	Copper Beech Holdings LLC	2013-03-26		50.0
Other	Keystone Private Market Opportunities V Q LP	[2013-03-26]	62.1	4.5
Other	Keystone Recovery Partners Series II LLC	2013-03-26		0.7
Other	LK Opportunities Fund LP	[2013-03-26]	30.8	4.2
PE	Keystone Private Equity LP	2012-03-22		19.8
Other	Keystone Private Equity Opportunities II LP	2012-03-22		2.0
Other	Keystone Private Equity Opportunities II Q LP	[2012-03-22]	73.5	2.0
Other	Keystone Private Market Opportunities III LP	2012-03-22		6.3
Other	Keystone Private Market Opportunities IV LP	[2012-03-22]	30.5	3.9
Other	Keystone Private Market Opportunities V LP	[2012-03-22]	29.5	4.5

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	1.7
(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	2.3
By Discretionary
Discretionary	13	2.3
Non-Discretionary	0	0.0
Total	13	2.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.3
Total	13	2.3

Limited Partners	2011 - 2025
North Carolina Retirement Services

Form D Directors	# Filings	# Firms	2011 - 2025
Barry Smith	9
John Earl	35
Brandon Nielson	33
Keystone National Group LLC	6
Keystone National Group	5
Brandon Neilson	3
Michael Nielson	3
West 77 VP	2
NLG Partners	2
Group LLC Keystone National	2
View All

Comparable Firms	State	AUM ($B)
Bow River Asset Management LLC ✚	CO	2.7
Hackman Capital Partners LLC ✚	CA	2.3
RXR Asset Management LLC ✚	NY	2.3
Rethink Capital Partners LLC ✚	NY	2.2
Declaration Partners LP ✚	NY	2.2
Graycliff Partners LP ✚	NY	2.0
Terracap Management LLC ✚	FL	1.9
EOS Real Estate Investors LLC ✚	NY	1.9
Yieldstreet Management LLC ✚	NY	1.9
Innovation X Advisors LLC ✚	MD	1.8

Keystone National Group LLC

Assets, Funds, Holdings