Form D · Other Investment Fund

Northwest Lodging Group, LLC

Bountiful, UT · CIK 0001681467

Offering snapshot reported Sep 29, 2016 · SEC filing

Reported sold
$19.3M
Offering amount: $25M
Investors reported
35
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 28, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.67M$19.3MAug 3, 2016: $9,020,000.00Aug 3, 2016Sep 29, 2016: $19,345,000.00Sep 29, 2016

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$9,020,000 → $19,345,000
  • Reported investors21 → 35

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2016Amendment$19,345,000$10,325,000vs Aug 3, 201635SEC filing
Aug 3, 2016Initial$9,020,000No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$250K
Finders' fees
$0
Form D file number
021-268285

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Crewe Capital, LLC152527

Source: Form D, filed Sep 29, 2016. 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

NORTHWEST LODGING GROUP, LLC

Investment adviser: KEYSTONE NATIONAL GROUP, LLC

Gross asset value
$37M
Beneficial owners
43
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 MOSS ADAMS SEATTLE, Washington, 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

MOSS ADAMS
PCAOB 659

CREWE CAPITAL, LLC
CRD 152527 · SEC 8-68460

Filing source

Form ADV 1496386 · Mar 23, 2021 · Schedule D 7.B.(1), fund 805-3180742076

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 Promoter
Michael Nielson Executive
Brandon Nielson Executive, Promoter
N/A West77 Vp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
280 North 200 West, Suite 240
Bountiful, UT, 84010