KEYSTONE CAPITAL CORPORATION
KEYSTONE CAPITAL CORPORATION of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 10722). Regulatory assets under management: $12.5M.
Registration
- CRD: 10722
- SEC file number: 801-78249
- Type: Registered investment adviser
- Location: 12230 EL CAMINO REAL, SUITE 230, SAN DIEGO, CA, 92130
- Phone: 858-348-4405
- Latest filing: 2016-05-16
- Regulatory AUM: $12.5M
- Discretionary AUM: $8.5M
- Non-discretionary AUM: $4.0M
- Clients: 15
- Accounts: 143
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| BENTLEY GREGORY JOHN | CHAIRMAN, CEO | — |
| DENNEY NICOLETTE IRISA | FINOP | — |
| MARTIN DAVID JAINDL | CEO, CCO; PRESIDENT, CCO | — |
| DANIELS BLAKE WILLIAM | CFO, FINOP | — |
More on this firm