Keystone Global Partners Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 153147
· SEC file 801-89170
· Denver, CO
· www.linkedin.com
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ADV data as of Apr 02, 2026
- Regulatory AUM
- $581M
- Discretionary
- $436M
- Clients
- 50
- Avg AUM / client
- $11.6M
- Accounts
- 222
- Employees
- 4
AUM over time
$32.0M
$581M
Dec 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.3M | 0.23% |
| High net worth individuals | 40 | $533M | 91.8% |
| Charitable organizations | 2 | $19.2M | 3.3% |
| Insurance companies | 3 | $27.3M | 4.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Calvin Lo | Managing Director, Cco | CFA | Jul 2010 (16y) | 50% – 75% |
| James Peyton Carr | Managing Director | Aug 2010 (16y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $392M (67% of AUM) Apr 2026
- Bessemer Trust $26.8M (25% of AUM) Mar 2018
- Stifel, Nicolaus & Company, Incorporated $13.1M (8% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗