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KEYSTONE GLOBAL PARTNERS LLC
CRD 153147 · SEC 801-89170
2128 W 32ND AVE, SUITE 200, DENVER, CO, 80211, United States
Phone
646-998-8141
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$580.5M
Discretionary AUM
$436.3M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PERSONAL EXIT ADVISORY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.3M |
| High net worth individuals | 40 | $532.8M |
| Charitable organizations | 2 | $19.2M |
| Insurance companies | 3 | $27.3M |
States served
CA, CO, NY, TX
All web addresses on file
Official SEC filing: View on IAPD