Form D · Other Investment Fund

Keystone Solar Partners, LLC

San Ramon, CA · CIK 0001637200

Offering snapshot reported Mar 24, 2015 · SEC filing

Reported sold
$21.8M
Offering amount: $30M
Investors reported
16
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 20, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2015Initial$21,758,949No comparison16SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$25K
Finders' fees
$0
Form D file number
021-236491

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Silber Bennett Financial, Inc.156435

Source: Form D, filed Mar 24, 2015. 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 SOLAR PARTNERS, LLC

Investment adviser: KEYSTONE NATIONAL GROUP, LLC

Gross asset value
$35.5M
Beneficial owners
22
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 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

WSRP
PCAOB 374

CREWE CAPITAL, LLC
CRD 152527 · SEC 8-68460

Filing source

Form ADV 1496386 · Mar 23, 2021 · Schedule D 7.B.(1), fund 805-9581522132

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
Group, Llc Keystone National Executive
Brandon Nielson Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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