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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:38 AM ET

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John Earl

Named as an officer, director or promoter on SEC Form D filings · CA, UT · Nov 17, 2009 → Feb 24, 2020

35deals (issuers)
$4.25Breported sold
9,981investors
131Form D filings
2009–2020years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:20 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

John Earl is listed as an executive officer, director, and promoter on 131 SEC Form D filings by 35 issuers between Nov 2009 and Jun 2026. Largest by amount reported sold: Keystone Private Income Fund (Milwaukee, WI — pooled investment fund — 2020–2026; $2.19B reported sold to 5,627 investors), Keystone Real Estate Lending Fund, L.P. (Salt Lake City, UT — pooled investment fund — 2015–2023; $749M reported sold to 1,011 investors), Keystone Real Estate Lending Fund (Q), L.P. (San Ramon, CA — pooled investment fund — 2016–2017; $120.8M reported sold to 202 investors), LK Opportunities Fund II (Q), L.P. (San Ramon, CA — pooled investment fund — 2015; $82.2M reported sold to 168 investors), Keystone Real Estate Lending Fund, LLC (Salt Lake City, UT — pooled investment fund — 2024–2026; $80.5M reported sold to 230 investors) and 30 more (all listed below).

What this means That is a lot of deals — 35 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $4.25B sold in total.

Listed alongside Brandon Nielson (120 shared filings), Keystone National Group, LLC (21 shared filings, management entity), Brad Allen (9 shared filings), Bradley Allen (9 shared filings), Keystone National Group, LLC (7 shared filings, management entity) and 29 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around John. Each name links to their own page.

All 35 issuers belong to the sponsor group Keystone (35 issuers, $4.21B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Keystone has 35 companies on file and $4.21B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 3 SEC releases, 12 bankruptcy cases matching the name listed in Key records below.

What this means 15 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 131 public filings for John Earl and found 9 differences: Form D filed 44 days after the first sale; Form D filed 19 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for John Earl has not run yet — it is joining a line of 19,745 names; searches run around the clock at the hosts' allowed rate. Searched so far: 32 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:20 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

3 SEC releases

Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Administrative proceeding
SEC · Apr 8, 2015 · Parties as named in the release: Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Read the release ↗
same full name in the release title; the person's filing state is not named
Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Administrative proceeding
SEC · Aug 20, 2010 · Parties as named in the release: Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Read the release ↗
same full name in the release title; the person's filing state is named in the release
Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Administrative proceeding
SEC · Apr 27, 2010 · Parties as named in the release: Bloomfield, Ronald S. Gorgia, Robert Labi, Victor Martin, John Earl, Sr. Miller, Eugene Read the release ↗
same full name in the release title; the person's filing state is named in the release
What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched John Earl..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

12 cases: 11 closed (disposition not in docket feed), 1 open

John L Earl closed
United States Bankruptcy Court, C.D. California · No. 2:17-bk-15525 · Filed May 4, 2017 · Closed Aug 22, 2017
Role of John L Earl: Debtor · Outcome: Case closed 2017-08-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in the person's filing state (CA)
John C. Earl open
United States Bankruptcy Court, N.D. Alabama · No. 17-00501 · Filed Feb 7, 2017
Role of John C. Earl: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in AL (not a filing state)
John E. Earl closed
United States Bankruptcy Court, D. Maine · No. 14-10156 · Filed Mar 10, 2014 · Closed Aug 14, 2018
Role of John E. Earl: Debtor · Outcome: Case closed 2018-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in ME (not a filing state)
John R Earl, Jr and Carie Earl closed
United States Bankruptcy Court, D. New Jersey · No. 13-37675 · Filed Dec 23, 2013 · Closed Apr 11, 2014
Role of John R Earl, Jr: Debtor · Outcome: Case closed 2014-04-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in NJ (not a filing state)
John W Earl closed
United States Bankruptcy Court, E.D. Texas · No. 13-42102 · Filed Aug 30, 2013 · Closed Dec 3, 2013
Role of John W Earl: Debtor · Outcome: Case closed 2013-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in TX (not a filing state)
John G. Earl and Joy E. Earl closed
United States Bankruptcy Court, M.D. Florida · No. 6:11-bk-11196 · Filed Jul 25, 2011 · Closed Apr 17, 2017
Role of John G. Earl and Joy E. Earl: Debtor · Outcome: Case closed 2017-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in FL (not a filing state)
John Earl and Tina Earl closed
United States Bankruptcy Court, W.D. Arkansas · No. 5:02-bk-75582 · Filed Sep 3, 2002 · Closed Aug 15, 2008
Role of John Earl and Tina Earl: Debtor · Outcome: Case closed 2008-08-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in AR (not a filing state)
John L. Earl and Suzanne J. Earl closed
United States Bankruptcy Court, W.D. Michigan · No. 02-00341 · Filed Jan 14, 2002 · Closed Jul 2, 2002
Role of John L. Earl and Suzanne J. Earl: Debtor · Outcome: Case closed 2002-07-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in MI (not a filing state)
John D Earl Jr and Joan T Earl closed
United States Bankruptcy Court, C.D. California · No. 6:99-bk-19902 · Filed Jun 7, 1999 · Closed Sep 28, 1999
Role of John D Earl Jr and Joan T Earl: Debtor · Outcome: Case closed 1999-09-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in the person's filing state (CA)
John W. Earl and Wanda E. Earl closed
United States Bankruptcy Court, E.D. Texas · No. 96-63279 · Filed Dec 17, 1996 · Closed Oct 4, 2000
Role of John W. Earl and Wanda E. Earl: Debtor · Outcome: Case closed 2000-10-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in TX (not a filing state)
John H Earl closed
United States Bankruptcy Court, S.D. Texas · No. 95-48143 · Filed Oct 20, 1995 · Closed May 15, 1996
Role of John H Earl: Debtor · Outcome: Case closed 1996-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in TX (not a filing state)
John Earl and Marjorie Rose Earl closed
United States Bankruptcy Court, S.D. Ohio · No. 1:86-bk-12053 · Filed Jun 20, 1986 · Closed Mar 31, 1987
Role of John Earl and Marjorie Rose Earl: Debtor · Outcome: Case closed 1987-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 46 federal dockets); court in OH (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:20 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

9 differences found between the filings for John Earl (compared the newest 50 of 131 filings on Oct 24, 2026; older filings not covered)

Note · Jan 1, 2024 – Feb 14, 2024

Form D filed 44 days after the first sale — Keystone Real Estate Lending Fund, LLC

The filing says the first sale was Jan 1, 2024. The Form D was filed Feb 14, 2024 — 44 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 29 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · May 19, 2022 – Jun 7, 2022

Form D filed 19 days after the first sale — Keystone Self Storage Fund III, L.P.

The filing says the first sale was May 19, 2022. The Form D was filed Jun 7, 2022 — 19 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 4 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Mar 5, 2018 – Jun 12, 2019

Offering amount changed between filings — Northwest Lodging Group II, LLC

The Mar 5, 2018 filing says $5,000,000 offered; the Jun 12, 2019 Form D/A says $10,800,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Sep 1, 2015 – Jul 18, 2023

12 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Keystone Self Storage Fund III, L.P. (latest filing Jul 18, 2023) · No amendment in the last 12 months on an offering that may still be open — Keystone Real Estate Lending Fund, L.P. (latest filing Mar 7, 2023) · No amendment in the last 12 months on an offering that may still be open — Keystone Self Storage Fund II, L.P. (latest filing Mar 10, 2022) · No amendment in the last 12 months on an offering that may still be open — Keystone Self Storage Holdings, LLC (latest filing Mar 10, 2022) · No amendment in the last 12 months on an offering that may still be open — Keystone Private Market Opportunities IX (Q), L.P. (latest filing Oct 9, 2019) · and 7 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Jun 28, 2024 – Jun 27, 2025

Address moved from Milwaukee, WI to Salt Lake City, UT — Keystone Private Income Fund

The people listed on the Jun 28, 2024 filing give Milwaukee, WI; on the Jun 27, 2025 filing they give Salt Lake City, UT. The address now on file (C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI) is a registered-agent or shared-office address used by 28 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Feb 24, 2020 – Feb 23, 2021

Address moved from San Ramon, CA to Salt Lake City, UT — Keystone Real Estate Lending Fund, L.P.

The people listed on the Feb 24, 2020 filing give San Ramon, CA; on the Feb 23, 2021 filing they give Salt Lake City, UT.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Sep 10, 2015 – Jun 29, 2026

John Earl is listed with 2 different address states: CA, UT

CA on 49 filings (Sep 10, 2015 to Feb 24, 2020); UT on 27 filings (Jan 16, 2020 to Jun 29, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
Note · Feb 23, 2021 – Mar 10, 2022

Minimum investment changed between filings — Keystone Real Estate Lending Fund, L.P.

The Feb 23, 2021 filing lists a minimum of $20,000; the Mar 10, 2022 Form D/A lists $15,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Oct 20, 2017 – Jan 11, 2018

Minimum investment changed between filings — Keystone Real Estate Lending Fund, L.P.

The Oct 20, 2017 filing lists a minimum of $96,500; the Jan 11, 2018 Form D/A lists $20,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 131 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

27 of 35 offerings report sales commissions totalling $6,271,056; 0 report finder's fees; 1 reports proceeds to related persons totalling $539,666. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 29, 2026 D/A
Keystone Private Income Fund
File 021-369877
$11,500$0$539,666
Trustee and officer fees
Sunbelt Securities BrokerCheck CRD 42180 ↗EDGAR ↗
May 12, 2026 D/A
Keystone Real Estate Investment Trust, LLC
File 021-513994
$0$0$0 (est.)
The Issuer's Manager is entitled to receive a management fee in accordance with the Issuer's governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Feb 12, 2026 D/A
Keystone Real Estate Lending Fund, LLC
File 021-505272
$0$0$0 (est.)
The Issuer's Manager is entitled to receive a management fee in accordance with the governing documentation, as amended from time to time.
None listed on this filingEDGAR ↗
Jul 18, 2023 D/A
Keystone Self Storage Fund III, L.P.
File 021-448284
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2023 D/A
Keystone Real Estate Lending Fund, L.P.
File 021-247381
$1,460,368 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Crewe Capital, LLC BrokerCheck CRD 152527 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Reva Capital Markets, LLC BrokerCheck CRD 105791 ↗
EDGAR ↗
Nov 17, 2022 D
Keystone Self Storage Fund III REIT, LLC
File 021-465135
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 6, 2022 D
Keystone Georgetown Holdings, LLC
File 021-461046
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2022 D/A
Keystone Self Storage Holdings, LLC
File 021-376066
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2022 D/A
Keystone Self Storage Fund II, L.P.
File 021-399666
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2021 D
Keystone Self Storage Fund II REIT, LLC
File 021-421960
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jan 16, 2020 D
Keystone Coldwater Holdings, LLC
File 021-358204
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2019 D/A
Keystone Private Market Opportunities IX (Q), L.P.
File 021-334588
$250,000 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Florida Atlantic Securities Corp. BrokerCheck CRD 43272 ↗
EDGAR ↗
Sep 19, 2019 D/A
Keystone Private Market Opportunities IX, L.P.
File 021-321950
$150,000 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Florida Atlantic Securities Corp. BrokerCheck CRD 43272 ↗
EDGAR ↗
Jul 8, 2019 D
Keystone Real Estate Income Trust, LLC
File 021-343627
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 12, 2019 D/A
Northwest Lodging Group II, LLC
File 021-306955
$60,000$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗EDGAR ↗
Jun 12, 2019 D
Northwest Lodging Group II QOF, LLC
File 021-341770
$40,000$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗EDGAR ↗
Nov 9, 2017 D/A
Keystone Private Market Opportunities Fund VIII, L.P.
File 021-272221
$301,000 (est.)$0$0Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Sunbelt Securities BrokerCheck CRD 42180 ↗
Crewe Capital, LLC BrokerCheck CRD 152527 ↗
EDGAR ↗
Nov 9, 2017 D/A
Keystone Private Market Opportunities VIII (Q), L.P.
File 021-280132
$79,500 (est.)$0$0Sunbelt Securities BrokerCheck CRD 42180 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Crewe Capital, LLC BrokerCheck CRD 152527 ↗
EDGAR ↗
Oct 20, 2017 D/A
Keystone Real Estate Lending Fund (Q), L.P.
File 021-274770
$52,938 (est.)$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗
Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
EDGAR ↗
Oct 4, 2017 D/A
Keystone Home Leasing III, LLC
File 021-278429
$27,000 (est.)$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗EDGAR ↗
Sep 29, 2016 D/A
Northwest Lodging Group, LLC
File 021-268285
$250,000$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗EDGAR ↗
May 11, 2016 D/A
Keystone Private Income Fund, L.P.
File 021-247909
$125,000$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗EDGAR ↗
Dec 24, 2015 D/A
LK Opportunities Fund II, L.P.
File 021-235116
$400,000 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Mount Yale Securities, LLC BrokerCheck CRD 126870 ↗
Reva Capital Markets LLC BrokerCheck CRD 105791 ↗
EDGAR ↗
Dec 24, 2015 D/A
LK Opportunities Fund II (Q), L.P.
File 021-248180
$400,000 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Mount Yale Securities, LLC BrokerCheck CRD 126870 ↗
Prime Time Advisors, LLC BrokerCheck CRD 152527 ↗
EDGAR ↗
Oct 9, 2015 D/A
Keystone Home Leasing II, LLC
File 021-235115
$120,000$0$0Crewe Capital, LLC BrokerCheck CRD 152527 ↗
Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗
EDGAR ↗
Mar 24, 2015 D
Keystone Solar Partners, LLC
File 021-236491
$25,000$0$0Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗EDGAR ↗
Dec 31, 2014 D/A
Keystone Private Market Opportunities VI, L.P.
File 021-205719
$500,000 (est.)$0$0Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
Mount Yale Securities, LLC BrokerCheck CRD 126870 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
EDGAR ↗
Dec 31, 2014 D/A
KEYSTONE PRIVATE MARKET OPPORTUNITIES VI(Q), L.P.
File 021-216953
$500,000 (est.)$0$0Sunbelt Securities, Inc BrokerCheck CRD 42180 ↗
Mount Yale Securities, LLC BrokerCheck CRD 126870 ↗
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Silver Leaf Partners, LLC BrokerCheck CRD 126694 ↗
EDGAR ↗
Apr 17, 2013 D/A
KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P.
File 021-187322
$200,000 (est.)$0$0MOUNT YALE SECURITIES, LLC BrokerCheck CRD 126870 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗
FLORIDA ATLANTIC SECURITIES CORP. BrokerCheck CRD 43272 ↗
DFPG INVESTMENTS, INC. BrokerCheck CRD 155576 ↗
ORCHARD SECURITIES LLC BrokerCheck CRD 133378 ↗
EDGAR ↗
Feb 12, 2013 D/A
Keystone Private Market Opportunities V, L.P.
File 021-175294
$300,000 (est.)$0$0MOUNT YALE SECURITIES, LLC BrokerCheck CRD 126870 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗
FLORIDA ATLANTIC SECURITIES CORP. BrokerCheck CRD 43272 ↗
EDGAR ↗
Jan 7, 2013 D/A
LK Opportunities Fund, L.P.
File 021-180973
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2011 D/A
KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P.
File 021-162770
$100,000 (est.)$0$0BRENT COCHRAN BrokerCheck CRD 2361173 ↗
via CAMBRIDGE INVESTMENT RESEARCH INC. (CRD 39543 ↗)

DAVID ELLIOTT BrokerCheck CRD 4747289 ↗
via CAMBRIDGE INVESTMENT RESEARCH INC. (CRD 39543 ↗)

JAMES SERAMBA BrokerCheck CRD 2580051 ↗
via CAMBRIDGE INVESTMENT RESEARCH INC. (CRD 39543 ↗)
EDGAR ↗
Apr 18, 2011 D/A
Keystone Private Market Opportunities III, L.P.
File 021-150983
$100,000 (est.)$0$0Brent Cochran BrokerCheck CRD 2361173 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

David Russon BrokerCheck CRD 1194052 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

David Rhett Jepson BrokerCheck CRD 2992473 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Jimmy D. Mullins BrokerCheck CRD 2325029 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

William Tinsler BrokerCheck CRD 3190204 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Gary Augustine BrokerCheck CRD 1979841 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)
EDGAR ↗
Apr 15, 2010 D/A
KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP
File 021-124891
$400,000 (est.)$0$0Brent Cochran BrokerCheck CRD 2361173 ↗
via Cambridge Investment Research Inc (CRD 39543 ↗)

David A. Russon BrokerCheck CRD 1194052 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Daniel Rhett Jeppson BrokerCheck CRD 2992473 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Allen Neuenschwander BrokerCheck CRD 1507901 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Andrew H. Walker BrokerCheck CRD 4823479 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Tom Genco BrokerCheck CRD 2957076 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Daniel L. Bonder BrokerCheck CRD 2518757 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Gregory G. Randall BrokerCheck CRD 2143449 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Shree N. Sharma BrokerCheck CRD 1068361 ↗
via Cambridge Investment Research, Inc. (CRD 35943 ↗)

John E. Fleckenstein BrokerCheck CRD 1790867 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Mark S. Henderson BrokerCheck CRD 242788 ↗
via National Planning Corporation (CRD 29604 ↗)

Raymond J. Miller BrokerCheck CRD 856248 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Dwane Mark Tidwell BrokerCheck CRD 2612587 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Charles Auerbach BrokerCheck CRD 1193682 ↗
via National Planning Corporation (CRD 29604 ↗)

Daniel Whittenburg BrokerCheck CRD 2181920 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Brett E. Jensen BrokerCheck CRD 4048577 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Brandon M. Nelson BrokerCheck CRD 3125377 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Richard Watson BrokerCheck CRD 2173329 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Rick Isaac BrokerCheck CRD 2547424 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Lei Wang BrokerCheck CRD 2626500 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Harry P. Consaul III BrokerCheck CRD 2509700 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael S. Franklin BrokerCheck CRD 4747047 ↗
via National Planning Corporation (CRD 29604 ↗)

Jason B. Hill BrokerCheck CRD 4836904 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael D. Kaufman BrokerCheck CRD 2362468 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Monte C. Ferguson BrokerCheck CRD 2627255 ↗
via Cambridge Investment Research (CRD 39543 ↗)

John Richard Coe BrokerCheck CRD 867571 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Jimmy Dale Mullins BrokerCheck CRD 2325029 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Joseph Sterling BrokerCheck CRD 1101378 ↗
via Geneos Wealth Management (CRD 120894 ↗)
EDGAR ↗
Apr 15, 2010 D
Keystone Private Equity Opportunities II (Q), L.P.
File 021-140625
$400,000 (est.)$0$0Brent Cochran BrokerCheck CRD 2361173 ↗
via Cambridge Investment Research (CRD 39543 ↗)

David A. Russon BrokerCheck CRD 2361173 ↗
via Cambridge Investment Research (CRD 39543 ↗)

David Rhett Jepson BrokerCheck CRD 2992473 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Allen Neuenschwander BrokerCheck CRD 1507901 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Andrew H. Walker BrokerCheck CRD 4823479 ↗
via SMH Capital (CRD 20580 ↗)

Tom Genco BrokerCheck CRD 2957076 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Daniel L. Bonder BrokerCheck CRD 2518757 ↗
via SMH Capital Inc. (CRD 20580 ↗)

Gregory G. Randall BrokerCheck CRD 2143449 ↗
via SMH Capital (CRD 20580 ↗)

Shree N. Sharma BrokerCheck CRD 1068361 ↗
via Cambridge Investment Research (CRD 35943 ↗)

John E. Fleckenstein BrokerCheck CRD 1790867 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Mark S. Henderson BrokerCheck CRD 242788 ↗
via National Planning Corporation (CRD 29604 ↗)

Raymond J. Miller BrokerCheck CRD 856248 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Dwane Mark Tidwell BrokerCheck CRD 2612587 ↗
via Sunbelt Securities Inc. (CRD 42180 ↗)

Charles Auerbach BrokerCheck CRD 1193682 ↗
via National Planning Corporation (CRD 29604 ↗)

Daniel Whittenburg BrokerCheck CRD 2181920 ↗
via Lincold Financial Sdvisors Corporation (CRD 3978 ↗)

Brett E. Jensen BrokerCheck CRD 4048577 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Brandon M. Nelson BrokerCheck CRD 3125377 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Richard Watson BrokerCheck CRD 2173329 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Rick Isaac BrokerCheck CRD 2547424 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Lei Wang BrokerCheck CRD 2626500 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Harry P. Consaul III BrokerCheck CRD 2509700 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael S. Franklin BrokerCheck CRD 4747047 ↗
via National Planning Corporation (CRD 29604 ↗)

Jason B. Hill BrokerCheck CRD 4836904 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael D. Kaufman BrokerCheck CRD 2362468 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Monte C. Ferguson BrokerCheck CRD 2627255 ↗
via Cambridge Investment Research (CRD 39543 ↗)

John Richard Coe BrokerCheck CRD 867571 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Jimmy Dale Mullins BrokerCheck CRD 2325029 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Joseph Sterling BrokerCheck CRD 1101378 ↗
via Geneos Wealth Management (CRD 120894 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 35

Every issuer that named John Earl on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Keystone

Keystone Private Income Fund

Milwaukee, WI · Jun 29, 2020 → Jun 29, 2026 · 8 filings
  • Jun 29, 2026 · D/A · $2,187,532,214 sold of Indefinite · 5,627 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer) EDGAR ↗
  • Jun 27, 2025 · D/A · $1,781,516,340 sold of Indefinite · 4,868 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer) EDGAR ↗
  • Jun 28, 2024 · D/A · $1,323,369,668 sold of Indefinite · 3,737 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer) EDGAR ↗
  • Jun 29, 2023 · D/A · $936,939,378 sold of Indefinite · 2,759 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer) EDGAR ↗
  • Jun 29, 2022 · D/A · $423,017,290 sold of Indefinite · 1,322 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer) EDGAR ↗
  • Oct 12, 2021 · D/A · $159,541,541 sold of Indefinite · 394 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer) EDGAR ↗
  • Jun 29, 2021 · D/A · $159,541,541 sold of Indefinite · 394 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer) EDGAR ↗
  • Jun 29, 2020 · D · $50,000 sold of Indefinite · 1 investors · min. $50,000 · role: Executive Officer (Managing Partner of the Investment Advisor of the Issuer) EDGAR ↗

Raised $2.19B from 5,627 investors as of the latest filing. John is listed as executive officer on 8 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Keystone

Keystone Real Estate Investment Trust, LLC

Salt Lake City, UT · May 22, 2024 → May 12, 2026 · 3 filings
  • May 12, 2026 · D/A · $57,597,766 sold of Indefinite · 167 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 13, 2025 · D/A · $43,556,922 sold of Indefinite · 137 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 22, 2024 · D · $7,300,000 sold of Indefinite · 7 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $57.6M from 167 investors as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Real Estate Lending Fund, LLC

Salt Lake City, UT · Feb 14, 2024 → Feb 12, 2026 · 3 filings
  • Feb 12, 2026 · D/A · $80,499,781 sold of Indefinite · 230 investors · min. $15,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 13, 2025 · D/A · $41,935,119 sold of Indefinite · 101 investors · min. $15,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 14, 2024 · D · $9,903,293 sold of Indefinite · 24 investors · min. $15,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $80.5M from 230 investors as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Self Storage Fund III, L.P.

Salt Lake City, UT · Jun 7, 2022 → Jul 18, 2023 · 2 filings
  • Jul 18, 2023 · D/A · $34,582,257 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗
  • Jun 7, 2022 · D · $2,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗

Raised $34.6M from 83 investors as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Real Estate Lending Fund, L.P.

Salt Lake City, UT · Sep 10, 2015 → Mar 7, 2023 · 18 filings
  • Mar 7, 2023 · D/A · $748,961,468 sold of Indefinite · 1,011 investors · min. $15,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 10, 2022 · D/A · $554,905,313 sold of Indefinite · 801 investors · min. $15,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 23, 2021 · D/A · $508,982,313 sold of Indefinite · 758 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 24, 2020 · D/A · $478,119,313 sold of Indefinite · 702 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 14, 2019 · D/A · $339,979,558 sold of Indefinite · 502 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 15, 2018 · D/A · $183,834,878 sold of Indefinite · 334 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jan 11, 2018 · D/A · $176,275,378 sold of Indefinite · 321 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 20, 2017 · D/A · $117,084,500 sold of Indefinite · 248 investors · min. $96,500 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 5, 2017 · D/A · $114,584,500 sold of Indefinite · 248 investors · min. $96,500 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 19, 2017 · D/A · $112,834,500 sold of Indefinite · 240 investors · min. $96,500 · role: Executive Officer, Promoter EDGAR ↗
  • May 16, 2017 · D/A · $103,668,500 sold of Indefinite · 210 investors · min. $96,500 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 16, 2017 · D/A · $94,973,500 sold of Indefinite · 182 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 15, 2017 · D/A · $83,748,000 sold of Indefinite · 149 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 28, 2016 · D/A · $54,174,000 sold of Indefinite · 85 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 26, 2016 · D/A · $31,514,000 sold of Indefinite · 40 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 8, 2016 · D/A · $13,734,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jan 4, 2016 · D/A · $13,184,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Sep 10, 2015 · D · $12,474,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $749M from 1,011 investors as of the latest filing. John is listed as executive officer, promoter on 18 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Keystone

Keystone Self Storage Fund III REIT, LLC

Salt Lake City, UT · Nov 17, 2022
  • Nov 17, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. John is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Georgetown Holdings, LLC

Salt Lake City, UT · Oct 6, 2022
  • Oct 6, 2022 · D · $0 sold of $15,000,000 · 0 investors · min. $15,000 · role: Executive Officer, Promoter (Managing Partner of the Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Self Storage Fund II, L.P.

Salt Lake City, UT · May 17, 2021 → Mar 10, 2022 · 2 filings
  • Mar 10, 2022 · D/A · $54,500,000 sold of Indefinite · 145 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗
  • May 17, 2021 · D · $15,188,499 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗

Raised $54.5M from 145 investors as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Self Storage Holdings, LLC

Salt Lake City, UT · Sep 22, 2020 → Mar 10, 2022 · 2 filings
  • Mar 10, 2022 · D/A · $10,045,000 sold of $13,000,000 · 38 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗
  • Sep 22, 2020 · D · $9,600,000 sold of $13,000,000 · 35 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗

Raised $10M from 38 investors (77% of the $13M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Keystone

Keystone Self Storage Fund II REIT, LLC

Salt Lake City, UT · Nov 22, 2021
  • Nov 22, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. John is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Commercial · group: Keystone

Keystone Coldwater Holdings, LLC

Salt Lake City, UT · Jan 16, 2020
  • Jan 16, 2020 · D · $0 sold of $18,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (Managing Partner of Keystone National Group, LLC) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities IX (Q), L.P.

San Ramon, CA · Mar 12, 2019 → Oct 9, 2019 · 2 filings
  • Oct 9, 2019 · D/A · $60,206,000 sold of $150,000,000 · 171 investors · min. $250,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 12, 2019 · D · $0 sold of $150,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $60.2M from 171 investors (40% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities IX, L.P.

San Ramon, CA · Sep 21, 2018 → Sep 19, 2019 · 2 filings
  • Sep 19, 2019 · D/A · $40,303,500 sold of $150,000,000 · 84 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗
  • Sep 21, 2018 · D · $0 sold of $150,000,000 · 0 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗

Raised $40.3M from 84 investors (27% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Keystone

Keystone Real Estate Income Trust, LLC

San Ramon, CA · Jul 8, 2019
  • Jul 8, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Manager of the Issuer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. John is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Northwest Lodging Group II, LLC

Bountiful, UT · Mar 5, 2018 → Jun 12, 2019 · 2 filings
  • Jun 12, 2019 · D/A · $10,185,000 sold of $10,800,000 · 50 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗
  • Mar 5, 2018 · D · $3,745,300 sold of $5,000,000 · 17 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗

Raised $10.2M from 50 investors (94% of the $10.8M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Northwest Lodging Group II QOF, LLC

Bountiful, UT · Jun 12, 2019
  • Jun 12, 2019 · D · $6,790,000 sold of $7,200,000 · 50 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗

Raised $6.79M from 50 investors (94% of the $7.2M target) as of the latest filing. John is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities VIII (Q), L.P.

San Ramon, CA · Feb 7, 2017 → Nov 9, 2017 · 5 filings
  • Nov 9, 2017 · D/A · $73,566,000 sold of $150,000,000 · 213 investors · min. $80,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 16, 2017 · D/A · $55,391,000 sold of $150,000,000 · 166 investors · min. $80,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 6, 2017 · D/A · $47,006,000 sold of $150,000,000 · 141 investors · min. $80,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 25, 2017 · D/A · $42,323,000 sold of $150,000,000 · 127 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 7, 2017 · D · $21,462,000 sold of $150,000,000 · 72 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $73.6M from 213 investors (49% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities Fund VIII, L.P.

San Ramon, CA · Oct 11, 2016 → Nov 9, 2017 · 10 filings
  • Nov 9, 2017 · D/A · $76,082,000 sold of $150,000,000 · 181 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 16, 2017 · D/A · $74,032,000 sold of $150,000,000 · 176 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 6, 2017 · D/A · $70,532,000 sold of $150,000,000 · 167 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 25, 2017 · D/A · $67,982,000 sold of $150,000,000 · 163 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Apr 12, 2017 · D/A · $50,057,000 sold of $150,000,000 · 123 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jan 26, 2017 · D/A · $27,957,000 sold of $150,000,000 · 83 investors · min. $88,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 30, 2016 · D/A · $23,119,000 sold of $150,000,000 · 66 investors · min. $150,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 19, 2016 · D/A · $14,167,000 sold of $150,000,000 · 35 investors · min. $150,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 7, 2016 · D/A · $6,750,000 sold of $150,000,000 · 8 investors · min. $4,000,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 11, 2016 · D · $4,000,000 sold of $150,000,000 · 1 investors · min. $4,000,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $76.1M from 181 investors (51% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 10 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Real Estate Lending Fund (Q), L.P.

San Ramon, CA · Nov 18, 2016 → Oct 20, 2017 · 8 filings
  • Oct 20, 2017 · D/A · $120,809,000 sold of Indefinite · 202 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Oct 5, 2017 · D/A · $115,084,000 sold of Indefinite · 191 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 19, 2017 · D/A · $101,784,000 sold of Indefinite · 168 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 16, 2017 · D/A · $84,279,000 sold of Indefinite · 142 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 16, 2017 · D/A · $75,109,000 sold of Indefinite · 125 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 15, 2017 · D/A · $65,054,000 sold of Indefinite · 99 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 19, 2016 · D/A · $54,129,000 sold of Indefinite · 80 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Nov 18, 2016 · D · $53,004,000 sold of Indefinite · 78 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $120.8M from 202 investors as of the latest filing. John is listed as executive officer, promoter on 8 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Home Leasing III, LLC

San Ramon, CA · Jan 13, 2017 → Oct 4, 2017 · 3 filings
  • Oct 4, 2017 · D/A · $2,750,000 sold of $10,000,000 · 9 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Feb 10, 2017 · D/A · $1,550,000 sold of $10,000,000 · 7 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jan 13, 2017 · D · $500,000 sold of $10,000,000 · 2 investors · min. $250,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $2.75M from 9 investors (28% of the $10M target) as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Northwest Lodging Group, LLC

Bountiful, UT · Aug 3, 2016 → Sep 29, 2016 · 2 filings
  • Sep 29, 2016 · D/A · $19,345,000 sold of $25,000,000 · 35 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗
  • Aug 3, 2016 · D · $9,020,000 sold of $14,000,000 · 21 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of Keystone National Group, LLC) EDGAR ↗

Raised $19.3M from 35 investors (77% of the $25M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Income Fund, L.P.

San Ramon, CA · Sep 18, 2015 → May 11, 2016 · 3 filings
  • May 11, 2016 · D/A · $8,755,000 sold of $50,000,000 · 28 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 22, 2016 · D/A · $6,270,000 sold of $50,000,000 · 16 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗
  • Sep 18, 2015 · D · $3,220,000 sold of $50,000,000 · 9 investors · min. $100,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $8.76M from 28 investors (18% of the $50M target) as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

LK Opportunities Fund II, L.P.

San Ramon, CA · Mar 4, 2015 → Dec 24, 2015 · 10 filings
  • Dec 24, 2015 · D/A · $54,911,200 sold of $150,000,000 · 100 investors · min. $60,000 · role: Executive Officer, Promoter (Managing Member of the General Partner of the Issuer.) EDGAR ↗
  • Nov 13, 2015 · D/A · $34,515,000 sold of $150,000,000 · 69 investors · min. $60,000 · role: Executive Officer, Promoter EDGAR ↗
  • Sep 24, 2015 · D/A · $25,620,000 sold of $150,000,000 · 49 investors · min. $60,000 · role: Executive Officer, Promoter EDGAR ↗
  • Aug 12, 2015 · D/A · $60,775,000 sold of $150,000,000 · 91 investors · min. $30,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 6, 2015 · D/A · $49,575,000 sold of $150,000,000 · 61 investors · min. $30,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 9, 2015 · D/A · $38,145,000 sold of $150,000,000 · 42 investors · min. $60,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 1, 2015 · D/A · $29,045,000 sold of $150,000,000 · 27 investors · min. $60,000 · role: Executive Officer, Promoter EDGAR ↗
  • Apr 22, 2015 · D/A · $21,900,000 sold of $150,000,000 · 17 investors · min. $200,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 17, 2015 · D/A · $13,650,000 sold of $150,000,000 · 11 investors · min. $250,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 4, 2015 · D · $4,000,000 sold of $150,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $60.8M from 100 investors (41% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 10 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

LK Opportunities Fund II (Q), L.P.

San Ramon, CA · Sep 24, 2015 → Dec 24, 2015 · 3 filings
  • Dec 24, 2015 · D/A · $82,150,000 sold of $150,000,000 · 168 investors · min. $30,000 · role: Executive Officer, Promoter (Managing Member of the General Partner of the Issuer.) EDGAR ↗
  • Dec 17, 2015 · D/A · $54,860,000 sold of $150,000,000 · 92 investors · min. $30,000 · role: Executive Officer, Promoter (Managing Member of the General Partner of the Issuer) EDGAR ↗
  • Sep 24, 2015 · D · $48,380,000 sold of $150,000,000 · 75 investors · min. $30,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $82.2M from 168 investors (55% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Home Leasing II, LLC

San Ramon, CA · Mar 4, 2015 → Oct 9, 2015 · 2 filings
  • Oct 9, 2015 · D/A · $9,925,000 sold of $15,000,000 · 18 investors · min. $175,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 4, 2015 · D · $7,925,000 sold of $15,000,000 · 11 investors · min. $175,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $9.93M from 18 investors (66% of the $15M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Solar Partners, LLC

San Ramon, CA · Mar 24, 2015
  • Mar 24, 2015 · D · $21,758,949 sold of $30,000,000 · 16 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of Manager of Issuer) EDGAR ↗

Raised $21.8M from 16 investors (73% of the $30M target) as of the latest filing. John is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities VI, L.P.

San Ramon, CA · Nov 4, 2013 → Dec 31, 2014 · 7 filings
  • Dec 31, 2014 · D/A · $42,750,000 sold of $150,000,000 · 98 investors · min. $35,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Dec 9, 2014 · D/A · $38,750,000 sold of $150,000,000 · 88 investors · min. $35,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Jun 6, 2014 · D/A · $57,385,000 sold of $150,000,000 · 138 investors · min. $50,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Mar 6, 2014 · D/A · $38,725,000 sold of $150,000,000 · 96 investors · min. $50,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Jan 22, 2014 · D/A · $33,575,000 sold of $150,000,000 · 77 investors · min. $70,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Nov 20, 2013 · D/A · $16,150,000 sold of $150,000,000 · 27 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Nov 4, 2013 · D · $5,400,000 sold of $150,000,000 · 9 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗

Raised $57.4M from 138 investors (38% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 7 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

KEYSTONE PRIVATE MARKET OPPORTUNITIES VI(Q), L.P.

San Ramon, CA · May 7, 2014 → Dec 31, 2014 · 3 filings
  • Dec 31, 2014 · D/A · $64,609,000 sold of $150,000,000 · 174 investors · min. $35,000 · role: Executive Officer, Promoter EDGAR ↗
  • Dec 8, 2014 · D/A · $45,094,000 sold of $150,000,000 · 132 investors · min. $35,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 7, 2014 · D · $26,026,000 sold of $150,000,000 · 78 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $64.6M from 174 investors (43% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Keystone

KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P.

San Ramon, CA · Nov 21, 2012 → Apr 17, 2013 · 5 filings
  • Apr 17, 2013 · D/A · $62,149,524 sold of $150,000,000 · 164 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Apr 17, 2013 · D/A · $62,149,524 sold of $150,000,000 · 159 investors · min. $25,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Mar 8, 2013 · D/A · $38,124,524 sold of $150,000,000 · 108 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Feb 12, 2013 · D/A · $34,504,524 sold of $150,000,000 · 94 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Nov 21, 2012 · D · $25,684,524 sold of $150,000,000 · 67 investors · min. $100,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗

Raised $62.1M from 164 investors (41% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities V, L.P.

San Ramon, CA · Mar 21, 2012 → Feb 12, 2013 · 6 filings
  • Feb 12, 2013 · D/A · $29,473,034 sold of $150,000,000 · 74 investors · min. $49,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Nov 21, 2012 · D/A · $23,403,034 sold of $150,000,000 · 56 investors · min. $49,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Nov 15, 2012 · D/A · $49,337,558 sold of $150,000,000 · 125 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • May 31, 2012 · D/A · $24,334,524 sold of $150,000,000 · 55 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Apr 24, 2012 · D/A · $12,134,524 sold of $150,000,000 · 29 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗
  • Mar 21, 2012 · D · $7,184,524 sold of $150,000,000 · 12 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of General Partner of Issuer) EDGAR ↗

Raised $49.3M from 125 investors (33% of the $150M target) as of the latest filing. John is listed as executive officer, promoter on 6 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

LK Opportunities Fund, L.P.

San Ramon, CA · Jul 10, 2012 → Jan 7, 2013 · 2 filings
  • Jan 7, 2013 · D/A · $30,780,000 sold of $75,000,000 · 42 investors · min. $50,000 · role: Promoter EDGAR ↗
  • Jul 10, 2012 · D · $15,200,000 sold of $75,000,000 · 8 investors · min. $300,000 · role: Promoter EDGAR ↗

Raised $30.8M from 42 investors (41% of the $75M target) as of the latest filing. John is listed as promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P.

San Ramon, CA · Jul 13, 2011 → Nov 22, 2011 · 4 filings
  • Nov 22, 2011 · D/A · $30,475,000 sold of $75,000,000 · 88 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Oct 18, 2011 · D/A · $26,975,000 sold of $75,000,000 · 76 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Sep 21, 2011 · D/A · $16,525,000 sold of $75,000,000 · 40 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Jul 13, 2011 · D · $6,300,000 sold of $75,000,000 · 15 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗

Raised $30.5M from 88 investors (41% of the $75M target) as of the latest filing. John is listed as executive officer, promoter on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

Keystone Private Market Opportunities III, L.P.

San Ramon, CA · Nov 24, 2010 → Apr 18, 2011 · 2 filings
  • Apr 18, 2011 · D/A · $39,600,000 sold of $50,000,000 · 97 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Nov 24, 2010 · D · $21,950,000 sold of $50,000,000 · 59 investors · min. $250,000 · role: Executive Officer, Promoter (MANAGING MEMBER OF GENERAL PARTNER OF ISSUER) EDGAR ↗

Raised $39.6M from 97 investors (79% of the $50M target) as of the latest filing. John is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP

San Ramon, CA · Nov 17, 2009 → Apr 15, 2010 · 4 filings
  • Apr 15, 2010 · D/A · $73,500,000 sold of $150,000,000 · 89 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Feb 17, 2010 · D/A · $59,100,000 sold of $150,000,000 · 94 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Jan 14, 2010 · D/A · $55,600,000 sold of $150,000,000 · 82 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Nov 17, 2009 · D/A · $45,350,000 sold of $150,000,000 · 70 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $73.5M from 94 investors (49% of the $150M target) as of the latest filing. John is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Keystone

Keystone Private Equity Opportunities II (Q), L.P.

San Ramon, CA · Apr 15, 2010
  • Apr 15, 2010 · D · $73,500,000 sold of $150,000,000 · 58 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $73.5M from 58 investors (49% of the $150M target) as of the latest filing. John is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around John 34

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

Keystone National Group, LLC

Promoter, Executive Officer, Director · 21 shared filings (7 issuers)

Keystone National Group, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Keystone National Group, LLC

Promoter · 7 shared filings (4 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

Keystone Opportunities II GP, LLC

Executive Officer, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

NLG Partners,

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

West 77 VP,

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

West77 VP, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

Keystone Opportunities II, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

Management entity

KEYSTONE DEVELOPMENT GROUP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

BN
No photo found yet (own website and image search run after this page is viewed)
Person

Brandon Nielson

Director, Executive Officer, Promoter · 120 shared filings (33 issuers)

Brandon Nielson is on 33 issuers in total — a repeat sponsor. Their page lists every one.

BA
No photo found yet (own website and image search run after this page is viewed)
Person

Bradley Allen

Executive Officer · 9 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

BA
No photo found yet (own website and image search run after this page is viewed)
Person

Brad Allen

Director, Executive Officer, Promoter · 9 shared filings (5 issuers) · also on 1 other issuer

Brad Allen is on 6 issuers in total — a repeat sponsor. Their page lists every one.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

David G Lee

Director · 6 shared filings (1 issuer) · also on 30 other issuers

David G Lee is on 31 issuers in total — a repeat sponsor. Their page lists every one.

GS
No photo found yet (own website and image search run after this page is viewed)
Person

Gary E Shugrue

Director · 6 shared filings (1 issuer) · also on 23 other issuers

Gary E Shugrue is on 24 issuers in total — a repeat sponsor. Their page lists every one.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Ann Maurer

Executive Officer · 6 shared filings (1 issuer) · also on 21 other issuers

Ann Maurer is on 22 issuers in total — a repeat sponsor. Their page lists every one.

TG
No photo found yet (own website and image search run after this page is viewed)
Person

Terrance P Gallagher

Director · 6 shared filings (1 issuer) · also on 24 other issuers

Terrance P Gallagher is on 25 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Seyferth

Director · 6 shared filings (1 issuer) · also on 27 other issuers

Robert Seyferth is on 28 issuers in total — a repeat sponsor. Their page lists every one.

BS
No photo found yet (own website and image search run after this page is viewed)
Person

Barry Smith

Director · 5 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

MN
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Nielson

Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

BN
No photo found yet (own website and image search run after this page is viewed)
Person

Brandon Neilson

Executive Officer, Promoter · 5 shared filings (3 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Bernadette Murphy

Executive Officer · 4 shared filings (1 issuer) · also on 18 other issuers

Bernadette Murphy is on 19 issuers in total — a repeat sponsor. Their page lists every one.

GN
No photo found yet (own website and image search run after this page is viewed)
Person

Group, LLC Keystone National

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

MJ
No photo found yet (own website and image search run after this page is viewed)
Person

Matthew Jackson

Executive Officer, Promoter · 3 shared filings (2 issuers)

Listed on the same filings as John Earl. Their page shows their other deals.

BP
No photo found yet (own website and image search run after this page is viewed)
Person

Benjamin Posen

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

TD
No photo found yet (own website and image search run after this page is viewed)
Person

Tyler Dritz

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

PS
No photo found yet (own website and image search run after this page is viewed)
Person

Perpetua Siedenberg

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

TJ
No photo found yet (own website and image search run after this page is viewed)
Person

Taylor Jackson

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

Daren Shaw

Director · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Michelle Mattson

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

HS
No photo found yet (own website and image search run after this page is viewed)
Person

Herbert E. Scruggs

Director · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Kent Misener

Director · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

RR
No photo found yet (own website and image search run after this page is viewed)
Person

Randi Jean Roessler

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

PK
No photo found yet (own website and image search run after this page is viewed)
Person

Partners, LLC KCH

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John Earl. Their page shows their other deals.

The team behind the deals

Sponsor group

Keystone

35 issuers · 131 filings · $4.21B reported sold · 2009–2026

One team, 35 deal companies. John Earl is listed on 35 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name John Earl.

Same business address

9 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 11 of the 35 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Keystone Private Income Fund, Keystone Real Estate Investment Trust, LLC, Keystone Real Estate Lending Fund, LLC, Keystone Self Storage Fund III, L.P., Keystone Self Storage Holdings, LLC, Keystone Self Storage Fund II, L.P., Keystone Coldwater Holdings, LLC, Keystone Private Market Opportunities IX (Q), L.P., Keystone Private Market Opportunities IX, L.P., Northwest Lodging Group II, LLC, Northwest Lodging Group II QOF, LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records 14 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to John Earl by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 35 issuers this person is listed on — 1 issuer has property records: LK Opportunities Fund, L.P. (14).

Public profiles and social

Websites and social links of the issuers John Earl is listed on: none on file. No website or social profile named in Keystone Private Equity Opportunities II (Q), L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #363,620 of 374,652 in line (53 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Ramon, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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