Keystone National Group Overview

  • Year Founded
  • 2006

Year Founded

  • Status
  • Private

  • Employees
  • 36

Employees

  • Latest Deal Type
  • Lev. Recap.

  • Latest Deal Amount
  • $55M

Keystone National Group General Information

Description

Operator of an investment advisory firm in the United States. The company focuses on investments in private credit and real estate.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Debt Financed
Primary Industry
Asset Management
Corporate Office
  • 60 East South Temple
  • Suite 2100
  • Salt Lake City, UT 84111
  • United States
+1 (925) 000-0000

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Keystone National Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Leveraged Recapitalization 05-Dec-2023 $55M Completed Generating Revenue
To view Keystone National Group’s complete valuation and funding history, request access »

Keystone National Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an investment advisory firm in the United States. The company focuses on investments in private credit and r
Asset Management
Salt Lake City, UT
36 As of 2023
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00000 0000000000
Newport Beach, CA
00 As of 0000

0000 0

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00000 0000000000
San Rafael, CA
00 As of 0000
00.000
000000000000 00.000
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Keystone National Group Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Knightsbridge Wealth Management Corporation Newport Beach, CA 00
Tran Capital Management Private Equity-Backed San Rafael, CA 00 00.000 000000000000 00.000
Strategic Global Advisors Formerly PE-Backed Newport Beach, CA 00 00000 00000000000 00000
You’re viewing 3 of 3 competitors. Get the full list »

Keystone National Group Executive Team (30)

Name Title Board Seat Contact Info
Bradley Allen JD Chief Financial Officer & Managing Partner
Eric Williams Chief Financial Officer, Bridge Lending
Grant Calder Managing Director, Partner & Head of Business Development
Chris Gilker Managing Director
Heston Nielson JD Managing Director
You’re viewing 5 of 30 executive team members. Get the full list »

Keystone National Group Board Members (4)

Name Representing Role Since
Matthew Hawkins Self Advisory Board Member 000 0000
Robert La Forgia Keystone National Group Advisory Board Member 000 0000
Roger Widmann JD Keystone National Group Advisory Board Member 000 0000
You’re viewing 3 of 4 board members. Get the full list »

Keystone National Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Keystone National Group Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Loop (Electrical Equipment) 03-Oct-2022 00000 0000 0000 Other Utilities
To view Keystone National Group’s complete investments history, request access »

Keystone National Group FAQs

  • When was Keystone National Group founded?

    Keystone National Group was founded in 2006.

  • Who is the founder of Keystone National Group?

    Brandon Nielson and John Earl JD are the founders of Keystone National Group.

  • Where is Keystone National Group headquartered?

    Keystone National Group is headquartered in Salt Lake City, UT.

  • What is the size of Keystone National Group?

    Keystone National Group has 36 total employees.

  • What industry is Keystone National Group in?

    Keystone National Group’s primary industry is Asset Management.

  • Is Keystone National Group a private or public company?

    Keystone National Group is a Private company.

  • What is Keystone National Group’s current revenue?

    The current revenue for Keystone National Group is 000000.

  • Who are Keystone National Group’s competitors?

    Knightsbridge Wealth Management, Tran Capital Management, and Strategic Global Advisors are competitors of Keystone National Group.

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