Institutional
    SEC Registered

    Keystone National Group, LLC

    Registered investment advisor · Salt Lake City, Utah · CRD #142885

    Assets Under Management
    $2.5B
    Client Accounts
    13
    Employees
    42
    CRD Number
    142885
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Keystone National Group, LLC

    Keystone National Group, LLC is an SEC-registered investment advisory firm founded in 2006, focusing on private credit and real estate investments, with over $4.3 billion invested in 550+ transactions. The firm emphasizes capital preservation and operates in private credit, real estate lending, and real estate private equity.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Keystone National Group, LLC's AUM?

    Keystone National Group, LLC reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Keystone National Group, LLC headquartered?

    Keystone National Group, LLC is headquartered in Salt Lake City, Utah.

    What is Keystone National Group, LLC's CRD number?

    Keystone National Group, LLC's CRD number is 142885. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Keystone National Group, LLC manage?

    Keystone National Group, LLC manages approximately 13 client accounts according to its latest SEC filing.

    Is Keystone National Group, LLC SEC registered?

    Yes, Keystone National Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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