Form D · Other Investment Fund
Keystone Private Income Fund
Milwaukee, WI · CIK 0001788420
Offering snapshot reported Jun 29, 2026 · SEC filing
- Reported sold
- $2.19B Indefinite offering
- Investors reported
- 5,627 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jun 16, 2020 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$1,781,516,340 → $2,187,532,214
- Reported investors4,868 → 5,627
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 29, 2026 | Amendment | $2,187,532,214 | $406,015,874vs Jun 27, 2025 | 5,627 | SEC filing |
| Jun 27, 2025 | Amendment | $1,781,516,340 | $458,146,672vs Jun 28, 2024 | 4,868 | SEC filing |
| Jun 28, 2024 | Amendment | $1,323,369,668 | $386,430,290vs Jun 29, 2023 | 3,737 | SEC filing |
| Jun 29, 2023 | Amendment | $936,939,378 | $513,922,088vs Jun 29, 2022 | 2,759 | SEC filing |
| Jun 29, 2022 | Amendment | $423,017,290 | $263,475,749vs Oct 12, 2021 | 1,322 | SEC filing |
| Oct 12, 2021 | Amendment | $159,541,541 | $0vs Jun 29, 2021 | 394 | SEC filing |
| Jun 29, 2021 | Amendment | $159,541,541 | No comparison | Not reported | SEC filing |
| Jun 29, 2020 | Initial | $50,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $11.5K
- Finders' fees
- $0
- Form D file number
- 021-369877
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Sunbelt Securities | 42180 |
Source: Form D, filed Jun 29, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Bradley Allen | Executive |
| John Earl | Executive |
| Terrance P. Gallagher | Director |
| N/A Keystone National Group, Llc | Promoter |
| David G. Lee | Director |
| Michelle Mattson | Executive |
| Ann Maurer | Executive |
| Kent Misener | Director |
| Bernadette Murphy | Executive |
| Brandon Nielson | Director |
| Randi Jean Roessler | Executive |
| Herbert E. Scruggs | Director |
| Robert Seyferth | Director |
| Daren Shaw | Director |
| Gary E. Shugrue | Director |
| Perpetua Siedenberg | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53212