SourcingSourcing

KEYSTONE NATIONAL GROUP, LLC

C19
CRD 142885·SEC 801-67537·SALT LAKE CITY, UT
AUM
$2.50B
$1B+
Est. Revenue
$25.0M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$60.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEYSTONE NATIONAL GROUP, LLC
CRD
142885
SEC file #
801-67537
EIN
—
DBA names
—

Economics

AUM
$2.50B
AUM band
$1B+
AUM trajectory
'20'26
$861.0M → $2.50B▲ +191%
Client mix
Pooled Investment Vehicles12
Investment Companies1

Operations

Employees (total)
42
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'20'26
12 advisors → 40 advisors▲ +233%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/keystonenationalgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIRTUS PRIVATE MARKETS HOLDINGS,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
VIRTUS PRIVATE MARKETS HOLDINGS,
EARLS GATE INVESTMENTS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:keystonenational.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
561,808
Form 5500 Compensation Trajectory 3y
2026561,808
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
561,808
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001788420
Edgar Registered
Yes
Edgar Filing Count
161
Edgar First Filing Date
2019-10-07
Edgar Last Filing Date
2026-05-20
Edgar Form D Count
7
Edgar Form D Offerings
2025-06-272025-06-27 · 0000926877-25-000017
2024-06-282024-06-28 · 0000926877-24-000009

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo12
E*trade4
Edgar Addresses
Mailing
C/O UMB FUND SERVICES, INC.235 WEST GALENA STREETMILWAUKEE, WI 53212
Business
C/O UMB FUND SERVICES, INC.235 WEST GALENA STREETMILWAUKEE, WI 53212
Edgar EIN
000000000
Edgar Recent Filings
APP NTC2026-05-20 · 9999999997-26-000880
42026-05-14 · 0002074666-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
NIELSON, BRANDON, REED
Direct Owner · 17.5%
5283954
ALLEN, BRADLEY, DAVID
Executive Officer · 2.5%
5861113
JOHN TROY BEATTY
Executive Officer · 2.5%
3056038
EARL, JOHN, WILSON
Executive Officer · 2.5%
2778669
JACKSON, MATTHEW, TAYLOR
Executive Officer · 2.5%
7720256