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Keystone Global Partners
Keystone Global Partners was established in 2010 by Peyton Carr and Calvin Lo after careers at the same financial institution serving wealthy families.
Keystone Global Partners
Keystone Global Partners was established in 2010 by Peyton Carr and Calvin Lo after careers at the same financial institution serving wealthy families. The founders created an independent fiduciary platform to deliver specialized services including QSBS optimization and multi-jurisdictional reporting. The firm deploys capital across public equities, private equity funds, venture capital funds, hedge funds, real estate, and private credit. It structures commitments through direct co-investments, SPVs, and fund-of-funds vehicles while maintaining exposure to North American markets. Confirmed holdings include Grayscale Bitcoin Trust. Investment stages span seed through Series G and pre-IPO rounds, with additional allocations to secondaries and litigation finance. The team comprises certified professionals holding CPWA, CFP, and CFA designations. Keystone maintains its sole office in New York and received the 2023 PAM Award for Best Multi-Family Office Under $5 Billion. It also coordinates philanthropic vehicles such as Search and Care for clients. Keystone operates as a multi-family office that integrates investment management with exit planning and ongoing personal CFO services. This structure allows it to serve multiple non-related families through a single platform rather than maintaining separate single-family entities.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
New York City
Corporate office
New York City, NY, United States
Principals
Peyton Carr
Founder / Managing Partner
Calvin Lo
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Keystone Global Partners?
Peyton Carr serves as Founder and Managing Partner and leads client relationships. Calvin Lo, also a founder, contributes portfolio construction and research oversight.
How does Keystone Global Partners source proprietary deal flow?
The firm accesses private investments through limited-partner networks, direct founder introductions, and co-investment opportunities presented by existing clients.
Is Keystone Global Partners structured as a single family office or does it operate more like a venture firm?
Keystone functions as a multi-family office that also commits to venture and private equity funds on behalf of multiple client families.
Does Keystone Global Partners participate in fund commitments or only direct deals?
The firm executes both fund commitments and direct co-investments or SPVs depending on client mandates and opportunity availability.
What investment stages does Keystone Global Partners typically target?
Keystone targets seed through Series G rounds as well as pre-IPO opportunities and secondaries.
Where does the underlying wealth come from?
Keystone serves founders and entrepreneurs who have completed or are approaching liquidity events from technology and other operating businesses.
Does Keystone Global Partners maintain philanthropic structures, and how are they separated?
The firm advises clients on donor-advised funds and direct philanthropy while keeping these vehicles distinct from investment portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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