KEYSTONE GLOBAL PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $580.5M |
| Discretionary | $436.3M75% of AUM |
| Non-Discretionary | $144.2M |
| Client Accounts | 222 |
| Avg Account Size | $2.6M |
| Employees | 4 |
| Peak AUM | $580.5MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $581M | +30.3% | +54.7% | +39.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $580.5M |
| Discretionary | $436.3M |
| Employees | 4 |
| Client Accounts | 222 |
| Client Range | 1-10 |
Contact & Location
Address
2128 W 32ND AVE, SUITE 200
DENVER CO 80211
Phone
646-998-8141
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$436M
75.2% of AUM
Non-Discretionary
$144M
24.8% of AUM
Disc. mix ▼ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported