Investment adviser · CRD 142885
KEYSTONE NATIONAL GROUP, LLC
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $2.5B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 40 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $1,948,500,639 | 77.9% |
| Pooled investment vehicles | 12 | $554,301,601 | 22.1% |
Filing source
Form ADV 2133365 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
29 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
KEYSTONE PRIVATE MARKET OPPORTUNITIES IX (Q), LPOther Private Fund · Last reported Sep 18, 2026$27.6MGross asset value
Form D fundraising filings
Keystone Private Market Opportunities IX (Q), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO, LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CREWE CAPITAL
CRD 152527 · SEC 8-68460
FLORIDA ATLANTIC SECURITIES CORP.
CRD 43272
IBN FINANCIAL SERVICES, INC
CRD 42360 · SEC 801-111848
SEXTANT SECURITIES, LLC
CRD 283937 · SEC 8-69772
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-6793473835
- Reported beneficial owners
- 260
- Minimum commitment
- $250K
- Form D file number
- 021-334588
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KEYSTONE PRIVATE MARKET OPPORTUNITIES IX, LPOther Private Fund · Last reported Sep 18, 2026$14.9MGross asset value
Form D fundraising filings
Keystone Private Market Opportunities IX, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO., LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CREWE CAPITAL
CRD 152527 · SEC 8-68460
FLORIDA ATLANTIC SECURITIES CORP.
CRD 43272
IBN FINANCIAL SERVICES, INC
CRD 42360 · SEC 801-111848
SEXTANT SECURITIES, LLC
CRD 283937 · SEC 8-69772
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-1745201606
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-321950
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KEYSTONE PRIVATE MARKET OPPORTUNITIES VIII (Q), LPOther Private Fund · Last reported Sep 18, 2026$3.48MGross asset value
Form D fundraising filings
Keystone Private Market Opportunities VIII (Q), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO., LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CREWE CAPITAL
CRD 152527 · SEC 8-68460
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-9961949323
- Reported beneficial owners
- 253
- Minimum commitment
- $250K
- Form D file number
- 021-280132
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KEYSTONE PRIVATE MARKET OPPORTUNITIES VIII, LPOther Private Fund · Last reported Sep 18, 2026$2.04MGross asset value
Form D fundraising filings
Keystone Private Market Opportunities Fund VIII, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO., LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CREWE CAPITAL
CRD 152527 · SEC 8-68460
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-9533644013
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-272221
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LK OPPORTUNITIES FUND II (Q), LPOther Private Fund · Last reported Sep 18, 2026$974KGross asset value
Form D fundraising filings
LK Opportunities Fund II (Q), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO., LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CETERA WEALTH SERVICES, LLC
CRD 13572 · SEC 8-29577
CREWE CAPITAL
CRD 152527 · SEC 8-68460
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-5192255148
- Reported beneficial owners
- 170
- Minimum commitment
- $250K
- Form D file number
- 021-248180
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LK OPPORTUNITIES FUND II, LPOther Private Fund · Last reported Sep 18, 2026$649KGross asset value
Form D fundraising filings
LK Opportunities Fund II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY, MAY & CO., LLP
PCAOB 673
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD 39543 · SEC 8-48740
CETERA WEALTH SERVICES, LLC
CRD 13572 · SEC 8-29577
CREWE CAPITAL
CRD 152527 · SEC 8-68460
SUNBELT SECURITIES
CRD 42180 · SEC 801-71479
Fund details & source
- Fund ID
- 805-2893126292
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-235116
Form ADV 2133365 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KEYSTONE REAL ESTATE LENDING FUND (Q), LPOther Private Fund · Last reported Mar 31, 2017$52.1MGross asset value
Form D fundraising filings
Keystone Real Estate Lending Fund (Q), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8252749787
- Reported beneficial owners
- 83
- Minimum commitment
- $250K
- Form D file number
- 021-274770
Form ADV 1096151 · Mar 31, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
60 E. SOUTH TEMPLE, SUITE 2100SALT LAKE CITY, UT, 84111, United States
CRD 142885
Filing source
Form ADV 2133365 · Sep 18, 2026 · 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.