Keystone National Group Overview
- Year Founded
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2006
- Status
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Acquired/Merged
- Employees
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47
- Latest Deal Type
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M&A
- Latest Deal Amount
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$370M
Keystone National Group General Information
Description
Operator of an investment advisory and asset management firm catering to institutional and private investors. The company manages funds, separate accounts and co-investment vehicles focusing on private credit and equity investments in real estate along with specialized financing, including bridge lending, equipment leasing, corporate and receivables finance services.
Contact Information
Website
www.keystonenational.com(Operating Subsidiary)
Corporate Office
- 60 East South Temple
- Suite 2100
- Salt Lake City, UT 84111
- United States
Corporate Office
- 60 East South Temple
- Suite 2100
- Salt Lake City, UT 84111
- United States
Keystone National Group Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 1. Merger/Acquisition | 01-Mar-2026 | $370M | Completed | Generating Revenue |
Keystone National Group Comparisons
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Details
Keystone National Group Competitors (5)
One of Keystone National Group’s 5 competitors is Tran Capital Management, a Private Equity-Backed company based in San Rafael, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Tran Capital Management | Private Equity-Backed | San Rafael, CA | ||||
| Strategic Global Advisors | Formerly PE-Backed | Newport Beach, CA | ||||
| Knightsbridge Wealth Management | Corporation | Newport Beach, CA | ||||
| RAM Active Investments | Corporate Backed or Acquired | Geneva, Switzerland | ||||
| Kestrel Investment Management | Corporation | San Mateo, CA |
Keystone National Group Signals
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Similarweb Unique Visitors
Majestic Referring Domains
Keystone National Group Investments (1)
Keystone National Group’s most recent deal was a Later Stage VC with Loop Global for . The deal was made on 03-Oct-2022.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Loop Global | 03-Oct-2022 | Later Stage VC | Other Utilities |
Keystone National Group Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Kpif Cfp | Salt Lake City, UT | 2023 |
Keystone National Group FAQs
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When was Keystone National Group founded?
Keystone National Group was founded in 2006.
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Where is Keystone National Group headquartered?
Keystone National Group is headquartered in Salt Lake City, UT.
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What is the size of Keystone National Group?
Keystone National Group has 47 total employees.
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What industry is Keystone National Group in?
Keystone National Group’s primary industry is Asset Management.
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Is Keystone National Group a private or public company?
Keystone National Group is a Private company.
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What is the current valuation of Keystone National Group?
The current valuation of Keystone National Group is .
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What is Keystone National Group’s current revenue?
The current revenue for Keystone National Group is .
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Who are Keystone National Group’s competitors?
Tran Capital Management, Strategic Global Advisors, Knightsbridge Wealth Management, RAM Active Investments, and Kestrel Investment Management are competitors of Keystone National Group.
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When was Keystone National Group acquired?
Keystone National Group was acquired on 01-Mar-2026.
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Who acquired Keystone National Group?
Keystone National Group was acquired by Virtus Investment Partners.
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