Keystone Global Partners LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 153147
- Registered since
- April 15, 2015
- Website
- keystonegp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.77%
- Insurance Companies4.7%
- Charitable Organizations3.3%
- Individuals0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keystone Global Partners LLC is an independent registered investment adviser (SEC-registered in 2015) organized as an LLC and run by individual ownership. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional entities. Keystone describes itself as an active ESG investor and incorporates environmental, social, and governance considerations into its process while combining public market strategies with allocations to external alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Private Funds22%
- Cash & Cash Equivalents20%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
2 of 2
James Carr
Managing Partner, Financial AdvisorCRD 4868121
Calvin Lo
Personal Financial AdvisorCRD 5001817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$5.3B in ETFs
100%
$5.2B
0%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $2.9B | 121,561,318 | 55.24% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 2128 W 32nd Ave
- Time zone
- MT (UTC-7)
- Office locations
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