$580.5M Total AUM
$436.3M Disc. AUM
56.6% 3Y CAGR
4 Employees
53 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal eagleVital +more
- Established Date
- 04-15-2015
- Office Locations
- 1
Office Locations
2128 W 32nd AVE, Suite 200 Denver CO
About Keystone Global Partners LLC
Keystone is an independent, fiduciary private wealth manager serving founders, entrepreneurs, and ultra-high-net-worth families, with an emphasis on pre-liquidity planning 0–3 years ahead of an exit. The firm supports business-exit and post-liquidity wealth management, including tax planning and QSBS strategies where applicable. Recognized by the PAM Awards (2022–2025) and custodies with Charles Schwab.
Team overview
-- AVG AGE
$290.3M AVG AUM / ADVISOR
$11.0M AVG AUM / CLIENT
9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Asset Classes
Horizon Bridge delta Radial Fusion Bridge quantum Meridian Atlas Momentum Catalyst frontier Atlas momentum
Client Personas
Delta element Delta timber
Custodian
Eagle Insight ridge Ridge pathway Foundation Beacon vertex Wave radial
Investment Themes
Peak element Glacier Legacy Horizon Frontier Pioneer eagle Delta Pioneer signal Wave
Investment Vehicles
Oak ember Oak Meridian value
Services
Summit Insight peak Alpha alpha Alpha Horizon Frontier pathway Horizon timber Momentum Value Capital frontier Oak Element bridge Element frontier
Technology
Momentum peak Glacier Atlas beacon Meridian
Owner & Executives
JAMES PEYTON CARR
MANAGING DIRECTOR
- CRD
- #4868121
- Ownership
- 50% but less than 75%
(547) 722-8974
bridge.pioneer@fusioncapital.com
in linkedin.com/in/bridge-meridian
CALVIN LO
Chief Compliance Officer, MANAGING DIRECTOR, Partner
- CRD
- #5001817
- Ownership
- 50% but less than 75%
(541) 557-1582
summit.foundation@beaconcapital.com
in linkedin.com/in/prime-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,325,917 | $2,551,614 |
| Non-Discretionary | $144,204,448 | $2,827,538 |
| Total | $580,530,365 | $2,615,002 |
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Separately Managed Accounts
Total SMA Asset: $580,530,365
Public Funds:
35.7% Private Funds:
10.6% Cash:
7.1% Equity - Exchange:
34.5% U.S. Government/Agency:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,947,813,681 | 35.7% |
| Private Funds | $875,261,205 | 10.6% |
| Cash | $586,259,864 | 7.1% |
| Equity - Exchange | $2,848,727,507 | 34.5% |
| U.S. Government/Agency | $999,118,923 | 12.1% |
| Total | $8,257,181,180 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ATLAS VALUE | NORTH RADIAL | R0ZCEDR3P | MISID | 6.47% | $91,040,080 |
| OPTIMA VECTOR | PIONEER EMBER | YLHJZ74JO | ZCV | 7.79% | $29,715,854 |
| PRIME MOMENTUM SIGNAL | PEAK VERTEX | 3OMN4M3V6 | UKHBG | 7.58% | $78,458,993 |
| NORTH MERIDIAN OAK | FOUNDATION NORTH | VMVVLKT5Y | DBRI | 9.25% | $68,850,653 |
| QUANTUM EAGLE | FUSION SUMMIT | YTJ6QC978 | TKFU | 7.40% | $70,824,500 |
| QUANTUM ATLAS QUANTUM | INSIGHT PRIME | GHM6CSYX7 | FLIK | 11.31% | $115,021,884 |
| BEACON FRONTIER HARBOR | HARBOR HARBOR | IUYM0MO6S | AGNUP | 0.85% | $2,591,693 |
| CATALYST SIGNAL FOUNDATION | QUANTUM PEAK | K1PXQ6KPO | REH | 7.67% | $41,826,552 |