KEYSTONE NATIONAL GROUP,

What

Where

Keystone National Group, LLC, is an SEC-registered investment advisory firm based in Salt Lake City, Utah, founded in 2006. The firm specializes in providing private market investment solutions, primarily focusing on private credit, real estate, and other private equity investments. Keystone National Group manages a substantial amount of assets, with their assets under management (AUM) reported to be up to $2 billion.

The firm’s client base includes family offices, foundations, institutions, high-net-worth individuals, and wealth management firms across the U.S. and Europe. They offer investment management services for a variety of private funds, catering to the needs of investment companies, pooled funds, corporations, and other businesses.

Keystone National Group is known for its expertise in sourcing, thoroughly reviewing, and managing investments, with a strong emphasis on capital preservation and generating consistent returns. Their leadership team includes experienced professionals who oversee the firm’s strategic direction and investment efforts in various sectors.

FAQs

Q What types of investment strategies does Keystone National Group specialize in?

Keystone National Group specializes in private market investments, including private credit, real estate, equity, and other private funds. They focus on sourcing, reviewing, and managing investments that aim for capital preservation and consistent returns.

Q Who are Keystone National Group's typical clients?

Keystone National Group serves a diverse range of clients, including family offices, foundations, institutions, high-net-worth individuals, and wealth management firms both in the U.S. and Europe.

Q How long has Keystone National Group been in operation?

Keystone National Group was founded in 2006 and has been providing investment management services for over a decade, with a focus on private market investment strategies.