Form D · Commercial
CORE KEYSTONE LLC
Columbus, OH · CIK 0001698733
Offering snapshot reported Apr 12, 2017 · SEC filing
- Reported sold
- $2.17M Offering amount: $2.17M
- Investors reported
- 25 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Feb 16, 2017 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$460,000 → $2,170,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 12, 2017 | Amendment | $2,170,000 | $1,710,000vs Feb 28, 2017 | 25 | SEC filing |
| Feb 28, 2017 | Initial | $460,000 | No comparison | 25 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $44.6K
- Finders' fees
- $0
- Form D file number
- 021-281489
Paid to Core Financial LLC
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Core Financial LLC | 1501044 |
Source: Form D, filed Apr 12, 2017. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
CORE KEYSTONE LLC
Investment adviser: CORE INVESTMENT ADVISORS LLC
- Gross asset value
- $13.5M
- Beneficial owners
- 25
- ADV minimum commitment
- $10K
Reported in Form ADV on Jun 17, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330
Filing source
Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1), fund 805-1688427662
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Jeffrey A. Coopersmith | Executive, Promoter |
| Benjamin J. Horn | Executive, Promoter |
| Core Real Estate Capital Llc | Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:Columbus, OH, 43215