# Keystone Private Income Fund — Form D/A

Keystone Private Income Fund of MILWAUKEE, WI, a pooled investment fund, filed a Form D amendment with the SEC on 2021-10-12. $159.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2021-10-12
- Form: D/A
- Accession: 0000926877-21-000007
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $159.5M
- Minimum investment: $50K
- Investors: 394
- Date of first sale: 2020-06-16
- Security types: fund interests
- SEC file number: 021-369877

## Issuer

- Name: Keystone Private Income Fund
- CIK: 0001788420
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2019
- Address: C/O UMB FUND SERVICES, INC. 235 WEST GALENA STREET, MILWAUKEE, WI, 53212
- Phone: 414-299-2000

## Officers, directors & promoters (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| David G Lee | Director | Milwaukee, WI |
| Bernadette P Murphy | Executive Officer | Milwaukee, WI |
| Gary E Shugrue | Director | Milwaukee, WI |
| Terrance P Gallagher | Director | Milwaukee, WI |
| Robert G Seyferth | Director | New York, NY |
| Ann P Maurer | Executive Officer | Milwaukee, WI |
| Herbert E Scruggs | Director | SALT LAKE CITY, UT |
| Brandon E Nielson | Director | Salt Lake City, UT |
| Daren Shaw | Director | Milwaukee, WI |
| Daren Shaw | Related Person | Milwaukee, WI |
| Michelle E Mattson | Executive Officer | Salt Lake City, UT |
| Kent Misener | Director | Milwaukee, WI |
| Kent Misener | Related Person | Milwaukee, WI |
| Bradley E Allen | Executive Officer | Salt Lake City, UT |
| Randi Jean E Roessler | Executive Officer | Denver, CO |
| n/a Keystone National Group, LLC | Promoter | Salt Lake City, UT |
| John E Earl | Executive Officer | Salt Lake City, UT |
| John Earl | Related Person | Salt Lake City, UT |
| Brandon Nielson | Related Person | Salt Lake City, UT |
| John P Earl | Executive Officer | Salt Lake City, UT |
| Bradley P Allen | Executive Officer | Salt Lake City, UT |
| Perpetua P Siedenberg | Executive Officer | Chadds Ford, PA |
| Bradley Allen | Related Person | Salt Lake City, UT |
| Herbert E. Scruggs | Related Person | Milwaukee, WI |
| Randi Jean Roessler | Related Person | Denver, CO |

## Other filings by this issuer (7)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-06-29](https://search.stillhousedata.com/formd/0000926877-26-000109) | D/A | — | $2.2B |
| [2025-06-27](https://search.stillhousedata.com/formd/0000926877-25-000017) | D/A | — | $1.8B |
| [2024-06-28](https://search.stillhousedata.com/formd/0000926877-24-000009) | D/A | — | $1.3B |
| [2023-06-29](https://search.stillhousedata.com/formd/0000926877-23-000010) | D/A | — | $936.9M |
| [2022-06-29](https://search.stillhousedata.com/formd/0000926877-22-000004) | D/A | — | $423.0M |
| [2021-06-29](https://search.stillhousedata.com/formd/0000926877-21-000002) | D/A | — | $159.5M |
| [2020-06-29](https://search.stillhousedata.com/formd/0001788420-20-000001) | D | — | $50K |

## More

- [CIK 1788420 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1788420&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000926877-21-000007.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
