KEYSTONE NATIONAL GROUP, LLC
CRD #142885 SEC #801-67537 SALT LAKE CITY, UT 925-480-6050
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
39
Clients
0
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.3B | $0 | 39 | 0 |
| Oct 2024 | $2.1B | $2.1B | $0 | 35 | 0 |
| Aug 2024 | $2.1B | $2.1B | $0 | 35 | 0 |
| Jun 2024 | $2.1B | $2.1B | $0 | 35 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 35 | 0 |
| Aug 2023 | $1.8B | $1.8B | $0 | 26 | 0 |
| Jul 2023 | $1.8B | $1.8B | $0 | 26 | 0 |
| May 2023 | $1.8B | $1.8B | $0 | 26 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 26 | 0 |
| Dec 2022 | $1.3B | $1.3B | $0 | 16 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 16 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2020 | $1B | $1B | $0 | 16 | 0 |
| Sep 2019 | $861M | $861M | $0 | 14 | 0 |
| Mar 2019 | $861M | $861M | $0 | 14 | 0 |
| Jul 2018 | $764.9M | $599M | $165.9M | 11 | 0 |
| Mar 2018 | $764.9M | $599M | $165.9M | 11 | 0 |
| Mar 2017 | $657.2M | $502.6M | $154.6M | 9 | 26 |
| Mar 2016 | $618.9M | $471.4M | $147.5M | 8 | 11 |
| Mar 2015 | $598.3M | $438.5M | $159.8M | 9 | 11 |
| Mar 2015 | $490M | $490M | $0 | 7 | 11 |
| Mar 2014 | $490M | $490M | $0 | 7 | 11 |
| Mar 2013 | $400M | $400M | $0 | 7 | 11 |
| Mar 2012 | $270M | $270M | $0 | 1 | 1 |
| Jun 2010 | $191M | $191M | $0 | 10 | -- |
| May 2010 | $117.2M | $0 | $117.2M | 10 | -- |
| Oct 2009 | $115.7M | $0 | $115.7M | 10 | -- |
| Mar 2009 | $115.7M | $0 | $115.7M | 10 | -- |
| Mar 2008 | $72.8M | $72.8M | $0 | 5 | -- |
| Jan 2007 | $52M | $52M | $0 | 5 | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees39
Clients0
DateOct 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateAug 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateJun 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateAug 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees26
Clients0
DateJul 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees26
Clients0
DateMay 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees26
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees26
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateSep 2019
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees14
Clients0
DateJul 2018
Total AUM$764.9M
Discretionary$599M
Non-Disc.$165.9M
Employees11
Clients0
DateMar 2018
Total AUM$764.9M
Discretionary$599M
Non-Disc.$165.9M
Employees11
Clients0
DateMar 2017
Total AUM$657.2M
Discretionary$502.6M
Non-Disc.$154.6M
Employees9
Clients26
DateMar 2016
Total AUM$618.9M
Discretionary$471.4M
Non-Disc.$147.5M
Employees8
Clients11
DateMar 2015
Total AUM$598.3M
Discretionary$438.5M
Non-Disc.$159.8M
Employees9
Clients11
DateMar 2015
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees7
Clients11
DateMar 2014
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees7
Clients11
DateMar 2013
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees7
Clients11
DateMar 2012
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees1
Clients1
DateJun 2010
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$117.2M
Discretionary$0
Non-Disc.$117.2M
Employees10
Clients--
DateOct 2009
Total AUM$115.7M
Discretionary$0
Non-Disc.$115.7M
Employees10
Clients--
DateMar 2009
Total AUM$115.7M
Discretionary$0
Non-Disc.$115.7M
Employees10
Clients--
DateMar 2008
Total AUM$72.8M
Discretionary$72.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--