Keystone Global Partners, LLC
Keystone Global Partners, LLC is a boutique private wealth management and multi-family office headquartered in Denver, Colorado. Founded in 2010, the firm focuses on exit planning, proactive tax minimization, investment management, and comprehensive financial planning. Keystone serves ultra-high-net-worth families, founders, and entrepreneurs, particularly those preparing for significant liquidity events. With a team of 4 employees, the firm has received more than 15 industry accolades and specializes in managing complex wealth transitions and tax optimization strategies.
Investment Strategy
Keystone Global Partners provides fiduciary, highly focused wealth management for founders, entrepreneurs, and ultra-high-net-worth families. Their approach centers on exit planning and personal exit advisory for clients anticipating liquidity events, aiming to maximize after-tax outcomes through strategic, proactive planning (including QSBS optimization for founders). They offer exclusive access to private market investments, emphasize transparency and client-centric service, and operate with clear fee schedules under SEC standards. Their philosophy integrates tax optimization, diversified investment management, and tailored structuring to ensure seamless wealth transitions.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | Schwab US Large Cap Growth ETF | 9.33% | $18.3M | 573,688 | $26.45 | $31.91 | +$3.5M |
X XLF | Select STR Financial Select SPDR ETF | 7.35% | $14.4M | 267,713 | $51.07 | $53.87 | +$1.9M |
V VEA | Vanguard FTSE Developed Markets ETF | 7.19% | $14.1M | 235,449 | $50.96 | $59.92 | -$119.0K |
V VGK | Vanguard FTSE Europe ETF | 5.73% | $11.2M | 140,920 | $75.61 | $79.80 | +$3.8M |
X XLK | Technology Select Sector SPDR ETF | 4.59% | $9.0M | 31,970 | $214.60 | $281.86 | +$674.7K |