Keystate Advisory, LLC

Overview

Keystate Advisory, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2011. The firm’s stated activity is portfolio management for businesses and other institutional clients. Fee arrangements include both assets-under-management fees and fixed fees. FINTRX flags the firm as not being an active ESG investor and not operating as a capital allocator; it also does not identify the firm as a pension consultant or as a multi-state adviser for registration purposes.

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Custodians