Chief Financial Officer · Keystone Capital
Katie E. Perry
CRD 6788925 · Named on Form ADV at one SEC-registered adviser
At a glance
Keystone Capital, an SEC-registered private fund adviser based in Chicago, IL with $1.6 billion in regulatory assets, lists Katie E. Perry on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Keystone CapitalChief Financial OfficerPrivate fund adviser · Chicago, IL · $1.6B in regulatory assets
AtlasMembers
Katie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kent P. DautenChairman, Keystone Capital
- Scott L. GwilliamLimited Partner; Managing Partner, Keystone Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.