Form D · Other Investment Fund

Keystone Self Storage Holdings, LLC

Salt Lake City, UT · CIK 0001825360

Offering snapshot reported Mar 10, 2022 · SEC filing

Reported sold
$10M
Offering amount: $13M
Investors reported
38
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 8, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.02M$10MSep 22, 2020: $9,600,000.00Sep 22, 2020Mar 10, 2022: $10,045,000.00Mar 10, 2022

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$9,600,000 → $10,045,000
  • Reported investors35 → 38

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 10, 2022Amendment$10,045,000$445,000vs Sep 22, 202038SEC filing
Sep 22, 2020Initial$9,600,000No comparison35SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-376066

Source: Form D, filed Mar 10, 2022. 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 SELF STORAGE HOLDINGS, LLC

Investment adviser: KEYSTONE NATIONAL GROUP, LLC

Gross asset value
$26.1M
Beneficial owners
38
ADV minimum commitment
$250K

Reported in Form ADV on Mar 23, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WSRP SALT LAKE CITY, Utah, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WSRP
PCAOB 374

Filing source

Form ADV 1496386 · Mar 23, 2021 · Schedule D 7.B.(1), fund 805-1761873205

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.

People and organizations reported in Form D filings
NameReported role
John Earl Executive, Promoter
Llc Keystone National Group, Executive, Promoter
Brandon Neilson Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
60 East South Temple Suite 2100
Salt Lake City, UT, 84111