Sponsor Check › Person
Related person on Form D filings · address states as listed: CA, UT · listed Nov 17, 2009 → Feb 24, 2020
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:57 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; 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: not yet searched.
Not yet searched.
No SEC search has run yet for this person.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:57 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
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)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jun 29, 2026 D/A File 021-369877 | $11,500 | $0 | $539,666 Trustee and officer fees | Sunbelt Securities BrokerCheck CRD 42180 ↗ |
| EDGAR ↗ | May 12, 2026 D/A 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 filing |
| EDGAR ↗ | Feb 12, 2026 D/A 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 filing |
| EDGAR ↗ | Jul 18, 2023 D/A File 021-448284 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2023 D/A File 021-247381 | $1,460,368 (est.) | $0 | $0 | Sunbelt 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 File 021-465135 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Oct 6, 2022 D File 021-461046 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2022 D/A File 021-376066 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 10, 2022 D/A File 021-399666 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2021 D File 021-421960 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Jan 16, 2020 D File 021-358204 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 9, 2019 D/A File 021-334588 | $250,000 (est.) | $0 | $0 | Sunbelt 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 File 021-321950 | $150,000 (est.) | $0 | $0 | Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗ Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗ Florida Atlantic Securities Corp. BrokerCheck CRD 43272 ↗ |
| EDGAR ↗ | Jul 8, 2019 D File 021-343627 | $6,250 | $0 | $0 | Charles 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 File 021-306955 | $60,000 | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Jun 12, 2019 D File 021-341770 | $40,000 | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Nov 9, 2017 D/A File 021-272221 | $301,000 (est.) | $0 | $0 | Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗ Sunbelt Securities BrokerCheck CRD 42180 ↗ Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Nov 9, 2017 D/A File 021-280132 | $79,500 (est.) | $0 | $0 | Sunbelt Securities BrokerCheck CRD 42180 ↗ Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗ Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Oct 20, 2017 D/A File 021-274770 | $52,938 (est.) | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗ |
| EDGAR ↗ | Oct 4, 2017 D/A File 021-278429 | $27,000 (est.) | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Sep 29, 2016 D/A File 021-268285 | $250,000 | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | May 11, 2016 D/A File 021-247909 | $125,000 | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ |
| EDGAR ↗ | Dec 24, 2015 D/A File 021-235116 | $400,000 (est.) | $0 | $0 | Sunbelt 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 File 021-248180 | $400,000 (est.) | $0 | $0 | Sunbelt 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 File 021-235115 | $120,000 | $0 | $0 | Crewe Capital, LLC BrokerCheck CRD 152527 ↗ Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ |
| EDGAR ↗ | Mar 24, 2015 D File 021-236491 | $25,000 | $0 | $0 | Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ |
| EDGAR ↗ | Dec 31, 2014 D/A File 021-205719 | $500,000 (est.) | $0 | $0 | Sunbelt 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 File 021-216953 | $500,000 (est.) | $0 | $0 | Sunbelt 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 File 021-187322 | $200,000 (est.) | $0 | $0 | MOUNT 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 File 021-175294 | $300,000 (est.) | $0 | $0 | MOUNT 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 File 021-180973 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2011 D/A File 021-162770 | $100,000 (est.) | $0 | $0 | BRENT 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 File 021-150983 | $100,000 (est.) | $0 | $0 | Brent 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 File 021-124891 | $400,000 (est.) | $0 | $0 | Brent 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 File 021-140625 | $400,000 (est.) | $0 | $0 | Brent 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 ↗) |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer and President of the Issuer | Jun 29, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,187,532,214 | 5627 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Investment Trust, LLC group: Keystone | Executive Officer, Promoter | May 12, 2026 | D/A | Indefinite similar: $125,000–$125,000 | $57,597,766 | 167 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, LLC group: Keystone | Executive Officer, Promoter | Feb 12, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $80,499,781 | 230 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer and President of the Issuer | Jun 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,781,516,340 | 4868 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Investment Trust, LLC group: Keystone | Executive Officer, Promoter | May 13, 2025 | D/A | Indefinite similar: $125,000–$125,000 | $43,556,922 | 137 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, LLC group: Keystone | Executive Officer, Promoter | Feb 13, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,935,119 | 101 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer and President of the Issuer | Jun 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,323,369,668 | 3737 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Investment Trust, LLC group: Keystone | Executive Officer, Promoter | May 22, 2024 | D | Indefinite similar: $125,000–$125,000 | $7,300,000 | 7 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, LLC group: Keystone | Executive Officer, Promoter | Feb 14, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $9,903,293 | 24 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund III, L.P. group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Jul 18, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $34,582,257 | 83 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer and President of the Issuer | Jun 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $936,939,378 | 2759 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Mar 7, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $748,961,468 | 1011 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund III REIT, LLC group: Keystone | Executive Officer | Nov 17, 2022 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Keystone Georgetown Holdings, LLC group: Keystone | Executive Officer, Promoter Managing Partner of the Manager of the Issuer | Oct 6, 2022 | D | $15,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer and President of the Issuer | Jun 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $423,017,290 | 1322 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund III, L.P. group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Jun 7, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $2,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund II, L.P. group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Mar 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,500,000 | 145 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Holdings, LLC group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Mar 10, 2022 | D/A | $13,000,000 similar: $155,000–$5,250,000 | $10,045,000 | 38 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Mar 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $554,905,313 | 801 similar: 4–27 | $15,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund II REIT, LLC group: Keystone | Executive Officer | Nov 22, 2021 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer | Oct 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $159,541,541 | 394 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $159,541,541 | 394 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Fund II, L.P. group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | May 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $15,188,499 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 23, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $508,982,313 | 758 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Self Storage Holdings, LLC group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Sep 22, 2020 | D | $13,000,000 similar: $155,000–$5,250,000 | $9,600,000 | 35 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund group: Keystone | Executive Officer Managing Partner of the Investment Advisor of the Issuer | Jun 29, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $50,000 | 1 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 24, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $478,119,313 | 702 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Coldwater Holdings, LLC group: Keystone | Executive Officer, Promoter Managing Partner of Keystone National Group, LLC | Jan 16, 2020 | D | $18,000,000 similar: $1,815,000–$10,000,000 | $0 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Keystone Private Market Opportunities IX (Q), L.P. group: Keystone | Executive Officer, Promoter | Oct 9, 2019 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $60,206,000 | 171 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities IX, L.P. group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Sep 19, 2019 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $40,303,500 | 84 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Income Trust, LLC group: Keystone | Director Manager of the Issuer | Jul 8, 2019 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Northwest Lodging Group II, LLC group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Jun 12, 2019 | D/A | $10,800,000 similar: $155,000–$5,250,000 | $10,185,000 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Northwest Lodging Group II QOF, LLC group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Jun 12, 2019 | D | $7,200,000 similar: $155,000–$5,250,000 | $6,790,000 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities IX (Q), L.P. group: Keystone | Executive Officer, Promoter | Mar 12, 2019 | D | $150,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 14, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $339,979,558 | 502 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities IX, L.P. group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Sep 21, 2018 | D | $150,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Northwest Lodging Group II, LLC group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Mar 5, 2018 | D | $5,000,000 similar: $155,000–$5,250,000 | $3,745,300 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 15, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $183,834,878 | 334 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Jan 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $176,275,378 | 321 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VIII (Q), L.P. group: Keystone | Executive Officer, Promoter | Nov 9, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $73,566,000 | 213 similar: 4–27 | $80,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Nov 9, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $76,082,000 | 181 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Oct 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $120,809,000 | 202 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Oct 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $117,084,500 | 248 similar: 4–27 | $96,500 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Oct 5, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $115,084,000 | 191 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Oct 5, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $114,584,500 | 248 similar: 4–27 | $96,500 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Home Leasing III, LLC group: Keystone | Executive Officer, Promoter | Oct 4, 2017 | D/A | $10,000,000 similar: $155,000–$5,250,000 | $2,750,000 | 9 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Jul 19, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $101,784,000 | 168 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Jul 19, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $112,834,500 | 240 similar: 4–27 | $96,500 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Jun 16, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $74,032,000 | 176 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VIII (Q), L.P. group: Keystone | Executive Officer, Promoter | Jun 16, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $55,391,000 | 166 similar: 4–27 | $80,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VIII (Q), L.P. group: Keystone | Executive Officer, Promoter | Jun 6, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $47,006,000 | 141 similar: 4–27 | $80,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Jun 6, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $70,532,000 | 167 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VIII (Q), L.P. group: Keystone | Executive Officer, Promoter | May 25, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $42,323,000 | 127 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | May 25, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $67,982,000 | 163 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | May 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $84,279,000 | 142 similar: 4–27 | $20,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | May 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $103,668,500 | 210 similar: 4–27 | $96,500 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Apr 12, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $50,057,000 | 123 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $75,109,000 | 125 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $94,973,500 | 182 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Feb 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $65,054,000 | 99 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $83,748,000 | 149 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Home Leasing III, LLC group: Keystone | Executive Officer, Promoter | Feb 10, 2017 | D/A | $10,000,000 similar: $155,000–$5,250,000 | $1,550,000 | 7 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VIII (Q), L.P. group: Keystone | Executive Officer, Promoter | Feb 7, 2017 | D | $150,000,000 similar: $155,000–$5,250,000 | $21,462,000 | 72 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Jan 26, 2017 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $27,957,000 | 83 similar: 4–27 | $88,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Home Leasing III, LLC group: Keystone | Executive Officer, Promoter | Jan 13, 2017 | D | $10,000,000 similar: $155,000–$5,250,000 | $500,000 | 2 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Dec 30, 2016 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $23,119,000 | 66 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Dec 19, 2016 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $14,167,000 | 35 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Dec 19, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,129,000 | 80 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Dec 7, 2016 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $6,750,000 | 8 similar: 4–27 | $4,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund (Q), L.P. group: Keystone | Executive Officer, Promoter | Nov 18, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $53,004,000 | 78 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Oct 28, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,174,000 | 85 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities Fund VIII, L.P. group: Keystone | Executive Officer, Promoter | Oct 11, 2016 | D | $150,000,000 similar: $155,000–$5,250,000 | $4,000,000 | 1 similar: 4–27 | $4,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Northwest Lodging Group, LLC group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Sep 29, 2016 | D/A | $25,000,000 similar: $155,000–$5,250,000 | $19,345,000 | 35 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Northwest Lodging Group, LLC group: Keystone | Executive Officer, Promoter Managing Member of Keystone National Group, LLC | Aug 3, 2016 | D | $14,000,000 similar: $155,000–$5,250,000 | $9,020,000 | 21 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Jul 26, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,514,000 | 40 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund, L.P. group: Keystone | Executive Officer, Promoter | May 11, 2016 | D/A | $50,000,000 similar: $155,000–$5,250,000 | $8,755,000 | 28 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund, L.P. group: Keystone | Executive Officer, Promoter | Mar 22, 2016 | D/A | $50,000,000 similar: $155,000–$5,250,000 | $6,270,000 | 16 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Feb 8, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,734,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Jan 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,184,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter Managing Member of the General Partner of the Issuer. | Dec 24, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $54,911,200 | 100 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of the General Partner of the Issuer. | Dec 24, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $82,150,000 | 168 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of the General Partner of the Issuer | Dec 17, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $54,860,000 | 92 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Nov 13, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $34,515,000 | 69 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Home Leasing II, LLC group: Keystone | Executive Officer, Promoter | Oct 9, 2015 | D/A | $15,000,000 similar: $155,000–$5,250,000 | $9,925,000 | 18 similar: 4–27 | $175,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II (Q), L.P. group: Keystone | Executive Officer, Promoter | Sep 24, 2015 | D | $150,000,000 similar: $155,000–$5,250,000 | $48,380,000 | 75 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Sep 24, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $25,620,000 | 49 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Income Fund, L.P. group: Keystone | Executive Officer, Promoter | Sep 18, 2015 | D | $50,000,000 similar: $155,000–$5,250,000 | $3,220,000 | 9 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Real Estate Lending Fund, L.P. group: Keystone | Executive Officer, Promoter | Sep 10, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $12,474,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Aug 12, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $60,775,000 | 91 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Jul 6, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $49,575,000 | 61 similar: 4–27 | $30,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Jun 9, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $38,145,000 | 42 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | May 1, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $29,045,000 | 27 similar: 4–27 | $60,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Apr 22, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $21,900,000 | 17 similar: 4–27 | $200,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Solar Partners, LLC group: Keystone | Executive Officer, Promoter Managing Member of Manager of Issuer | Mar 24, 2015 | D | $30,000,000 similar: $155,000–$5,250,000 | $21,758,949 | 16 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Mar 17, 2015 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $13,650,000 | 11 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Home Leasing II, LLC group: Keystone | Executive Officer, Promoter | Mar 4, 2015 | D | $15,000,000 similar: $155,000–$5,250,000 | $7,925,000 | 11 similar: 4–27 | $175,000 similar: $1,000–$100,000 |
| EDGAR ↗ | LK Opportunities Fund II, L.P. group: Keystone | Executive Officer, Promoter | Mar 4, 2015 | D | $150,000,000 similar: $155,000–$5,250,000 | $4,000,000 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Dec 31, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $42,750,000 | 98 similar: 4–27 | $35,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES VI(Q), L.P. group: Keystone | Executive Officer, Promoter | Dec 31, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $64,609,000 | 174 similar: 4–27 | $35,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Dec 9, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $38,750,000 | 88 similar: 4–27 | $35,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES VI(Q), L.P. group: Keystone | Executive Officer, Promoter | Dec 8, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $45,094,000 | 132 similar: 4–27 | $35,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Jun 6, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $57,385,000 | 138 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES VI(Q), L.P. group: Keystone | Executive Officer, Promoter | May 7, 2014 | D | $150,000,000 similar: $155,000–$5,250,000 | $26,026,000 | 78 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Mar 6, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $38,725,000 | 96 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Jan 22, 2014 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $33,575,000 | 77 similar: 4–27 | $70,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Nov 20, 2013 | D/A | $150,000,000 similar: $155,000–$5,250,000 | $16,150,000 | 27 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities VI, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Nov 4, 2013 | D | $150,000,000 similar: $155,000–$5,250,000 | $5,400,000 | 9 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Apr 17, 2013 | D/A | $150,000,000 | $62,149,524 | 164 | $100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Apr 17, 2013 | D/A | $150,000,000 | $62,149,524 | 159 | $25,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Mar 8, 2013 | D/A | $150,000,000 | $38,124,524 | 108 | $100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Feb 12, 2013 | D/A | $150,000,000 | $34,504,524 | 94 | $100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Feb 12, 2013 | D/A | $150,000,000 | $29,473,034 | 74 | $49,000 |
| EDGAR ↗ | LK Opportunities Fund, L.P. group: Keystone | Promoter | Jan 7, 2013 | D/A | $75,000,000 | $30,780,000 | 42 | $50,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Nov 21, 2012 | D/A | $150,000,000 | $23,403,034 | 56 | $49,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES V (Q), L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Nov 21, 2012 | D | $150,000,000 | $25,684,524 | 67 | $100,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Nov 15, 2012 | D/A | $150,000,000 | $49,337,558 | 125 | $250,000 |
| EDGAR ↗ | LK Opportunities Fund, L.P. group: Keystone | Promoter | Jul 10, 2012 | D | $75,000,000 | $15,200,000 | 8 | $300,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | May 31, 2012 | D/A | $150,000,000 | $24,334,524 | 55 | $250,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Apr 24, 2012 | D/A | $150,000,000 | $12,134,524 | 29 | $250,000 |
| EDGAR ↗ | Keystone Private Market Opportunities V, L.P. group: Keystone | Executive Officer, Promoter Managing Member of General Partner of Issuer | Mar 21, 2012 | D | $150,000,000 | $7,184,524 | 12 | $250,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Nov 22, 2011 | D/A | $75,000,000 | $30,475,000 | 88 | $250,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Oct 18, 2011 | D/A | $75,000,000 | $26,975,000 | 76 | $250,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Sep 21, 2011 | D/A | $75,000,000 | $16,525,000 | 40 | $250,000 |
| EDGAR ↗ | KEYSTONE PRIVATE MARKET OPPORTUNITIES IV, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Jul 13, 2011 | D | $75,000,000 | $6,300,000 | 15 | $250,000 |
| EDGAR ↗ | Keystone Private Market Opportunities III, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Apr 18, 2011 | D/A | $50,000,000 | $39,600,000 | 97 | $250,000 |
| EDGAR ↗ | Keystone Private Market Opportunities III, L.P. group: Keystone | Executive Officer, Promoter MANAGING MEMBER OF GENERAL PARTNER OF ISSUER | Nov 24, 2010 | D | $50,000,000 | $21,950,000 | 59 | $250,000 |
| EDGAR ↗ | KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP group: Keystone | Director Director of the General Partner of the Issuer. | Apr 15, 2010 | D/A | $150,000,000 | $73,500,000 | 89 | $100,000 |
| EDGAR ↗ | Keystone Private Equity Opportunities II (Q), L.P. group: Keystone | Director Director of the General Partner of the Issuer | Apr 15, 2010 | D | $150,000,000 | $73,500,000 | 58 | $100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP group: Keystone | Director Director of the General Partner of the Issuer. | Feb 17, 2010 | D/A | $150,000,000 | $59,100,000 | 94 | $100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP group: Keystone | Director Director of the General Partner of the Issuer. | Jan 14, 2010 | D/A | $150,000,000 | $55,600,000 | 82 | $100,000 |
| EDGAR ↗ | KEYSTONE PRIVATE EQUITY OPPORTUNITIES II LP group: Keystone | Director Director of the General Partner of the Issuer. | Nov 17, 2009 | D/A | $150,000,000 | $45,350,000 | 70 | $100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); 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.
People and management entities the issuers listed as related persons on the same Form D filings as John Earl. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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