Investment adviser · CRD 10722

KEYSTONE CAPITAL CORPORATION

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed May 16, 2016

Regulatory AUM
$12.5M
Form ADV · Item 5.F
Client accounts
143
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12230 EL CAMINO REAL, SUITE 230
SAN DIEGO, CA, 92130, United States

CRD 10722

Filing source

Form ADV 1018535 · May 16, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.