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KEYSTONE GLOBAL PARTNERS LLC

DENVER, CO · CRD 153147 · IAPD ↗ · 646-998-8141

$580.5MRegulatory AUM
2Advisory reps
4Employees
3Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2026 — KEYSTONE GLOBAL PARTNERS LLC now reports custody of client assets ($273.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
December 2025 — KEYSTONE GLOBAL PARTNERS LLC crossed $500M in regulatory AUM ($445.6M -> $504.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
May 2025 — KEYSTONE GLOBAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
March 2025 — KEYSTONE GLOBAL PARTNERS LLC reported RAUM up 100% ($212.7M -> $424.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
October 2024 — KEYSTONE GLOBAL PARTNERS LLC moved its main office from NEW YORK, NY to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.