Keystone National Group, Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 13
- Avg AUM / client
- $193M
- Accounts
- 13
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.9B | 77.9% |
| Pooled investment vehicles (non-investment companies) | 12 | $554M | 22.1% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $136M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Keystone Private Market Opportunities Ix (Q), Lp | Other Private Fund | Delaware | $74.0M | 260 |
| Keystone Private Market Opportunities Ix, Lp | Other Private Fund | Delaware | $33.9M | 99 |
| Keystone Private Market Opportunities Viii (Q), Lp | Other Private Fund | Delaware | $12.8M | 253 |
| Keystone Private Market Opportunities Viii, Lp | Other Private Fund | Delaware | $8.3M | 99 |
| Lk Opportunities Fund Ii (Q), Lp | Other Private Fund | Delaware | $3.9M | 170 |
| Lk Opportunities Fund Ii, Lp | Other Private Fund | Delaware | $2.7M | 99 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Earl, John, Wilson | Managing Partner & Co Founder | Jul 2006 (20y) | 25% – 50% | |
| Nielson, Brandon, Reed | Managing Partner & Co Founder | Jul 2006 (20y) | 25% – 50% | |
| Allen, Bradley, David | Chief Financial Officer | Sep 2010 (16y) | 10% – 25% | |
| Jackson, Matthew, Taylor | Managing Partner | Oct 2022 (4y) | 10% – 25% | |
| Beatty, John, Troy | Chief Compliance Officer & General Counsel | Sep 2024 (2y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $136M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Keystone Private Market Opportunities Ix (Q), Lp | Other Private Fund | $74.0M | $250K | 260 |
| Keystone Private Market Opportunities Ix, Lp | Other Private Fund | $33.9M | $250K | 99 |
| Keystone Private Market Opportunities Viii (Q), Lp | Other Private Fund | $12.8M | $250K | 253 |
| Keystone Private Market Opportunities Viii, Lp | Other Private Fund | $8.3M | $250K | 99 |
| Lk Opportunities Fund Ii (Q), Lp | Other Private Fund | $3.9M | $250K | 170 |
| Lk Opportunities Fund Ii, Lp | Other Private Fund | $2.7M | $250K | 99 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 3.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗