Keystone Capital Management, Lp
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 4
- Avg AUM / client
- $388M
- Accounts
- 4
- Employees
- 32
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $1.6B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Keystone Capital Fund Iii, Lp | Private Equity Fund | Delaware | $479M | 82 |
| Keystone Capital Fund Ii, Lp | Private Equity Fund | Delaware | $476M | 70 |
| Keystone Capital Fund Iii A, Lp | Private Equity Fund | Delaware | $151M | 15 |
| Keystone Capital Fund Ii A, Lp | Private Equity Fund | Delaware | $57.6M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dauten, Kent, Paul | Member | Feb 2021 (6y) | ≈ 0% – 3.75% via Keystone Capital Management Gp, Llc | |
| Gwilliam, Scott, Lincoln | Member | Feb 2021 (6y) | ≈ 0% – 3.75% via Keystone Capital Management Gp, Llc | |
| Perry, Katie, Elizabeth | Chief Financial Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kent P. Dauten Trust Dated 2/23/83 | Limited Partner | Feb 2021 | A | 25% – 50% |
| Keystone Capital Management Gp, Llc | General Partner | Feb 2021 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dauten, Kent, Paul: 50% – 75% of Keystone Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Gwilliam, Scott, Lincoln: 50% – 75% of Keystone Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
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 (4, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Keystone Capital Fund Iii, Lp | Private Equity Fund | $479M | $250K | 82 |
| Keystone Capital Fund Ii, Lp | Private Equity Fund | $476M | $250K | 70 |
| Keystone Capital Fund Iii A, Lp | Private Equity Fund | $151M | $250K | 15 |
| Keystone Capital Fund Ii A, Lp | Private Equity Fund | $57.6M | $250K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.74 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
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
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: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗