Keystone National Group, LLC

Overview

Keystone National Group, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2007. The firm concentrates on institutional relationships and provides portfolio management for investment companies and pooled investment vehicles. Its fee arrangements include both a percentage-of-AUM component and performance-based fees, and it is neither positioned as a capital allocator nor active on ESG mandates. The firm has multiple industry roles beyond advisory activity: it is affiliated with broker-dealer functions, other registered investment advisers, commodity pool operator/commodity trading advisor activities, and acts as a sponsor/GP or managing member of pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual.

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Location & Offices