Keystone Global Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 2, 2026, reports $581M in regulatory assets under management, 4 employees, 1 office, and 222 accounts.
Assets Under Management
$581M
Employees
4
Offices
1 office
Total Clients
50
Primary office
DENVER, CO
2128 W 32ND AVE, SUITE 200, DENVER, CO, United States
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
40
2
Individuals
10.0%
5
3
Insurance Cos.
6.0%
3
4
Charitable
4.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$581Mas of April 2, 2026
Discretionary75.2%
$436M
75% of total RAUM75.2%
Non-discretionary24.8%
$144M
25% of total RAUM24.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$581M
Total Accounts222
10Y AUM Change+$520M (+862.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.