Keystone Private Income Fund
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$2.2B
Investors
5,627
Min Invest
$50,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Keystone Private Income Fund is a Delaware business trust that first filed a Form D on July 31, 2025 and most recently amended it on June 29, 2026, describing itself as a other investment fund. The offering claims Rule 506(b) and covers pooled investment fund interests. Keystone Private Income Fund reported $2,187,532,214 sold from 5,627 investors in an offering of indefinite size as of the Form D filed June 29, 2026. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names Sunbelt Securities (CRD 42180), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $11,500 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI 53212.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFund Filings
Tender-offer fund (811-23482). Figures are the fund's own from Forms N-PORT and N-CEN and its repurchase filings on SEC EDGAR. "Marks" is the share of holdings at Level 3 or carried at NAV. All registered funds AltStreet tracks.
- Net assets
- $1.77B at Jun 30, 2026
- Holdings
- 202 positions, $1.99B
- Marks
- 100% of holdings at Level 3 or carried at NAV
- Borrowings
- $167.0M
- Adviser
- Keystone National Group, LLC
- Fees (N-CEN)
- management fee 1.5%, net operating expenses 4.27% for the year to Sep 30, 2025
- Auditor
- GRANT THORNTON LLP
- Latest repurchase offer
- SC TO-I filed Oct 29, 2026, requests due Nov 30, 2026
Checking your access
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 37). Each opens the SEC archive folder.
In the Terminal
Filing events
9
latest Jun 29, 2026
Critical / warning
0 / 3
3 watch · 3 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold increase · Jun 29, 2026
SEC.govFund family Part of the Keystone Private Income Fund family: 2 vehicles across 0 generations; Same adviser Keystone Private Market Opportunities Fund VIII, L.P., and 5 other related vehicles · full family and the filing behind each link in the terminal
Investor
- The full fund family and 6 related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 156 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 9 filing events with values and deltas, latest 2026-06-29, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Keystone National Group, LLC
Promoter · Salt Lake City, UT
Investment Advisor of the Issuer
Kent Misener
Director · Milwaukee, WI
Daren Shaw
Director · Milwaukee, WI
Herbert E. Scruggs
Director · Milwaukee, WI
Brandon E. Nielson
Director · Salt Lake City, UT
Interested Director
John E. Earl
Executive Officer · Salt Lake City, UT
Managing Partner of the Investment Advisor of the Issuer and President of the Issuer
Randi Jean E. Roessler
Executive Officer · Denver, CO
Chief Compliance Officer of the Issuer
Michelle E. Mattson
Executive Officer · Salt Lake City, UT
Vice President of Investor Relations of the Investment Advisor and Secretary of the Issuer
Bradley E. Allen
Executive Officer · Salt Lake City, UT
Chief Financial Officer of the Investment Advisor and Treasurer of Issuer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Sunbelt SecuritiesCRD 42180 on BrokerCheck
Associated broker-dealer: None · Houston, TX · Soliciting in all states
Questions About Keystone Private Income Fund
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Keystone Private Income Fund?
Keystone Private Income Fund is a Delaware business trust that filed a Form D with the SEC on June 29, 2026 as a other investment fund. The filing claims Rule 506(b) for an offering of pooled investment fund interests.
Is Keystone Private Income Fund legit?
AltStreet does not rate legitimacy; it reports the public record. Keystone Private Income Fund filed a Form D with the SEC on June 29, 2026 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $2,187,532,214 sold to 5,627 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Keystone Private Income Fund registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Keystone Private Income Fund claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Keystone Private Income Fund raised?
Keystone Private Income Fund reported $2,187,532,214 sold from 5,627 investors in an offering of indefinite size as of the Form D filed June 29, 2026.
Who can invest in Keystone Private Income Fund?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in Keystone Private Income Fund?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of June 29, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Keystone Private Income Fund and how are they paid?
The Form D names Sunbelt Securities (CRD 42180), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $11,500 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Keystone Private Income Fund?
The Form D lists 9 related persons: Keystone National Group, LLC, promoter (Investment Advisor of the Issuer); Kent Misener, director; Daren Shaw, director; Herbert E. Scruggs, director; Brandon E. Nielson, director (Interested Director); John E. Earl, executive officer (Managing Partner of the Investment Advisor of the Issuer and President of the Issuer); Randi Jean E. Roessler, executive officer (Chief Compliance Officer of the Issuer); Michelle E. Mattson, executive officer (Vice President of Investor Relations of the Investment Advisor and Secretary of the Issuer), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Keystone Private Income Fund located?
The issuer's address on its SEC filings is C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI 53212. Its phone number of record is 414-299-2000. It is organized under the laws of Delaware.
How long is the Keystone Private Income Fund offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Keystone Private Income Fund?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.