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KEYSTONE CAPITAL

Legal name: KEYSTONE CAPITAL MANAGEMENT, LP

CRD 314798File 801-121617
APPROVED
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.55B
Clients
4
4 accounts
Employees
32
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
CHRO
Registration date
Jun 29, 2021
Principal office
155 N. WACKER DR., SUITE 4150, CHICAGO, IL, 60606
Phone
312-219-7900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.55B
Discretionary AUM
$1.55B
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$387.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$1.55B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SEE SCHEDULE D - MISCELLANEOUS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.