Form D · Other Investment Fund

Keystone Home Leasing III, LLC

San Ramon, CA · CIK 0001694170

Offering snapshot reported Oct 4, 2017 · SEC filing

Reported sold: $2.75M
Investors reported: 9
Minimum accepted: $100K
First sale: Dec 30, 2016

Fundraising history

Reported sold

Dates 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$1,550,000 → $2,750,000
Reported investors7 → 9

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 4, 2017	Amendment	$2,750,000	$1,200,000vs Feb 10, 2017	9	SEC filing
Feb 10, 2017	Amendment	$1,550,000	$1,050,000vs Jan 13, 2017	7	SEC filing
Jan 13, 2017	Initial	$500,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $27K (estimated)
Finders' fees: $0
Form D file number: 021-278429

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Crewe Capital, LLC	152527

Source: Form D, filed Oct 4, 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

KEYSTONE HOME LEASING III, LLC

Investment adviser: KEYSTONE NATIONAL GROUP, LLC

Gross asset value: $3.6M
Beneficial owners: 11
ADV minimum commitment: $250K

Reported in Form ADV on Jul 9, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EIDE BAILLY LLP OREM, Utah, United States

Custodian WELLS FARGO BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer CREWE CAPITAL, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

EIDE BAILLY LLP
PCAOB 286

CREWE CAPITAL, LLC
CRD 152527 · SEC 8-68460

Filing source

Form ADV 1225407 · Jul 9, 2018 · Schedule D 7.B.(1), fund 805-7492262474

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Keystone Home Leasing II, LLC	Oct 9, 2015	$9,925,000	18
Keystone Home Leasing III, LLC (this fund)	Oct 4, 2017	$2,750,000	9

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.

People and organizations reported in Form D filings
Name	Reported role
John Earl	Executive, Promoter
Brandon Nielson	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5000 Executive Parkway, Suite 445
San Ramon, CA, 94583