Data / Investment advisers / Colorado / Keystone Global Partners LLC
Keystone Global Partners LLC, Denver, CO: $581 million AUM, SEC registered investment adviser
Keystone Global Partners LLC is an SEC registered investment adviser with its main office in Denver, Colorado and reports $581 million in regulatory assets under management in its Form ADV filed April 2, 2026. Its clients include high net worth individuals, insurance companies and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 153147
- SEC file number
- 801-89170
- SEC status
- Approved, effective April 15, 2015
- Main office
- 2128 W 32nd Ave, Suite 200, Denver, CO 80211
- Phone
- (646) 998-8141
- Regulatory AUM
- $580,530,365 in the Form ADV filed April 2, 2026
- Discretionary AUM
- $436,325,917
- Non discretionary AUM
- $144,204,448
- Accounts
- 222
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $532.8 million |
| Insurance companies | 3 | $27.3 million |
| Charitable organizations | 2 | $19.2 million |
| Individuals (other than high net worth individuals) | 5 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $580.5 million | April 2, 2026 |
| February 2, 2026 | $512.7 million | January 15, 2026 |
| December 1, 2025 | $504.9 million | October 8, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Capital Management Group LLC | Denver | $734.4 million | Not listed | adviserinfo.sec.gov |
| Clear Creek Advisors | Denver | $722.5 million | Not listed | adviserinfo.sec.gov |
| Millennium Bridge Capital | Denver | $716.9 million | 6 | adviserinfo.sec.gov |
| Proprietary Capital, LLC | Denver | $651.8 million | 9 | adviserinfo.sec.gov |
| Triumph Capital Management | Denver | $645.6 million | Not listed | adviserinfo.sec.gov |
| Edgerock Wealth Management | Denver | $578.9 million | Not listed | adviserinfo.sec.gov |
| Freif Advisors LLC | Denver | $569.9 million | Not listed | adviserinfo.sec.gov |
| Saturn Five Advisors LLC | Denver | $556.1 million | 22 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Keystone Global Partners LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.