# Keystone Global Partners LLC

> Keystone Global Partners LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 153147
- Filed as: KEYSTONE GLOBAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153147
- AdvisorCensus page: https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147

## Quick answers

**How is Keystone Global Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Keystone Global Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Keystone Global Partners LLC located?**
Keystone Global Partners LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Keystone Global Partners LLC registered with the SEC or a state?**
Keystone Global Partners LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 153147.

**How much does Keystone Global Partners LLC manage?**
Keystone Global Partners LLC reports $580,530,365 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (75% discretionary).

**How have Keystone Global Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Keystone Global Partners LLC: Regulatory assets under management: $118,370,000 in the October 2021 data and $580,530,365 in the October 2026 data, up 390%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keystone Global Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (5); insurance companies (3).

**Which custodians does Keystone Global Partners LLC use?**
Keystone Global Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Keystone Global Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153147

**Does Keystone Global Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 2, 2026 says: "We generally require a $20,000,000 aggregate asset minimum for investment advisory services, however, we may make exceptions based on each client’s particular circumstances as we deem appropriate."

**What changed in Keystone Global Partners LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $512,684,321 to $580,530,365 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 2, 2026)

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> We generally require a $20,000,000 aggregate asset minimum for investment advisory services, however, we may make exceptions based on each client’s particular circumstances as we deem appropriate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $580,530,365
- Discretionary: $436,325,917
- Non-discretionary: $144,204,448

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,326,912 |
| High net worth individuals | 40 | $532,764,836 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $19,159,610 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 3 | $27,279,007 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keystonegp.com
- Facebook @keystoneglobalpartners
- Instagram @keystoneglobalpartners
- LinkedIn @keystone-global-partners-llc
- X @keystone_global

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,370,000 | 3 | July 26, 2021 |
| October 2022 | $143,084,910 | 4 | April 28, 2022 |
| October 2023 | $156,836,027 | 4 | May 2, 2023 |
| October 2024 | $212,655,095 | 4 | September 11, 2024 |
| October 2025 | $445,603,658 | 4 | April 21, 2025 |
| October 2026 | $580,530,365 | 4 | April 2, 2026 |

Regulatory assets under management: $118,370,000 in the October 2021 data and $580,530,365 in the October 2026 data, up 390%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $512,684,321 to $580,530,365 (+13%).

### December 2025
- Regulatory assets under management went from $445,603,658 to $504,873,318 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keystone Global Partners LLC (CRD 153147): Form ADV filing data as of October 2026.