Keystone National Group LLC

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Keystone National Group LLC ✚
CRD #	142885
SEC #	801-67537
CIK #	0001787221
AUM	2,502.8 M (2026-03-31)
Employees	42 (95% Investors, 0% Brokers)
Fees
Minimum
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	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
Other	Keystone Real Estate Lending Fund LP	[2016-03-29]	749.0 M	14.7 M
	Filed 2023-03-07 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $15,000 · Remaining Indefinite · Duration More than one year · Commission $1,460,368 · Net Assets Decline to Disclose
Other	Keystone Solar Partners LLC	[2016-03-29]	21.8 M	35.5 M
	Offered $30,000,000 · Filed 2015-03-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $8,241,051 · Duration More than one year · Commission $25,000 · Net Assets Decline to Disclose
Other	KNG PIF LP	[2016-03-29]	8.8 M	8.1 M
	Offered $50,000,000 · Filed 2016-05-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $41,245,000 · Duration More than one year · Commission $125,000 · Net Assets Decline to Disclose
Other	LK Opportunities Fund II Q LP	[2016-03-29]	82.2 M	1.0 M
	Offered $150,000,000 · Filed 2015-12-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $30,000 · Remaining $67,850,000 · Duration One year or less · Commission $400,000 · Net Assets Decline to Disclose
RE	Keystone Home Leasing II LLC	[2015-03-25]	9.9 M	13.9 M
	Offered $15,000,000 · Filed 2015-10-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $175,000 · Remaining $5,075,000 · Duration More than one year · Commission $120,000 · Net Assets Decline to Disclose
Other	Keystone Private Market Opportunities VI Q LP	[2015-03-25]	64.6 M	8.9 M
	Offered $150,000,000 · Filed 2014-12-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $35,000 · Remaining $85,391,000 · Duration One year or less · Commission $500,000 · Revenue Decline to Disclose
Other	LK Opportunities Fund II LP	[2015-03-25]	54.9 M	0.6 M
	Offered $150,000,000 · Filed 2015-12-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $60,000 · Remaining $95,088,800 · Duration One year or less · Commission $400,000 · Net Assets Decline to Disclose
RE	Keystone Home Leasing LLC	2014-03-31		2.0 M
Other	Keystone Private Market Opportunities VI LP	[2014-03-31]	42.8 M	6.0 M
	Offered $150,000,000 · Filed 2014-12-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $35,000 · Remaining $107,250,000 · Duration More than one year · Commission $500,000 · Net Assets Decline to Disclose
Other	Copper Beech Holdings LLC	2013-03-26		50.0 M
Other	Keystone Private Market Opportunities V Q LP	[2013-03-26]	62.1 M	4.5 M
	Offered $150,000,000 · Filed 2013-04-17 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $25,000 · Remaining $87,850,476 · Duration More than one year · Commission $200,000 · Net Assets Decline to Disclose
Other	Keystone Recovery Partners Series II LLC	2013-03-26		0.7 M
Other	LK Opportunities Fund LP	[2013-03-26]	30.8 M	4.2 M
	Offered $75,000,000 · Filed 2013-01-07 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Remaining $44,220,000 · Duration More than one year · Net Assets Decline to Disclose
PE	Keystone Private Equity LP	2012-03-22		19.8 M
Other	Keystone Private Equity Opportunities II LP	2012-03-22		2.0 M
Other	Keystone Private Equity Opportunities II Q LP	[2012-03-22]	73.5 M	2.0 M
	Offered $150,000,000 · Filed 2010-04-15 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Remaining $76,500,000 · Duration More than one year · Commission $400,000 · Revenue Decline to Disclose
Other	Keystone Private Market Opportunities III LP	2012-03-22		6.3 M
Other	Keystone Private Market Opportunities IV LP	[2012-03-22]	30.5 M	3.9 M
	Offered $75,000,000 · Filed 2011-11-22 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining $44,525,000 · Duration More than one year · Commission $100,000 · Net Assets Decline to Disclose
Other	Keystone Private Market Opportunities V LP	[2012-03-22]	29.5 M	4.5 M
	Offered $150,000,000 · Filed 2013-02-12 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $49,000 · Remaining $120,526,966 · Duration More than one year · Commission $300,000 · Net Assets Decline to Disclose

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
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

Comparable Firms	State	AUM
Peterson Partners LLC ✚	UT	2,963.8 M
Lubert-Adler Management Company LP ✚	PA	2,814.8 M
1789 Capital Management LLC ✚	FL	2,725.0 M
RXR Asset Management LLC ✚	NY	2,690.0 M
Capital Dynamics Inc ✚	NY	2,687.0 M
Rethink Capital Partners LLC ✚	NY	2,233.6 M
Basis Management Group LLC ✚	NY	2,074.0 M
Madison Avenue Financial Solutions LLC ✚	IL	2,059.3 M
Declaration Partners LP ✚	NY	2,013.0 M
TREZ Capital Fund Management Limited Partnership ✚		1,996.6 M

Keystone National Group LLC

Assets, Funds, Holdings