Form D · Commercial

AEI HEALTHCARE PORTFOLIO III DST

St. Paul, MN · CIK 0001738269

Offering snapshot reported Nov 7, 2018 · SEC filing

Reported sold
$26.1M
Offering amount: $26.1M
Investors reported
67
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 8, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13M$26.1MAug 9, 2018: $2,244,375.00Aug 9, 2018Aug 20, 2018: $3,230,375.00Sep 20, 2018: $12,243,000.00Sep 20, 2018Nov 7, 2018: $26,078,000.00Nov 7, 2018

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$12,243,000 → $26,078,000
  • Reported investors30 → 67

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 7, 2018Amendment$26,078,000$13,835,000vs Sep 20, 201867SEC filing
Sep 20, 2018Amendment$12,243,000$9,998,625vs Aug 9, 201830SEC filing
Aug 20, 2018Amendment$3,230,375$986,000vs Aug 9, 201811SEC filing
Aug 9, 2018Initial$2,244,375No comparison6SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.3M (estimated)
Finders' fees
$0
Form D file number
021-318902

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Colorado Financial Service Corp104343
Concorde Investment Services, LLC151604
DFPG Investments, Inc.15576
McDermott Investment Services, LLC154926
American Portfolios Financial Services, Inc.18487
Ausdal Financial Partners, INc7995
BD4RIA, Inc.290240
Cabot Lodge Securities LLC159712
CFD Investments, Inc.25427
Harbour Investments, Inc.19258
HD Vest Investment Services13686
Kalos Capital, Inc.44337
Lincoln Financial Advisors Corporation3978
Securities America, Inc10205
Triad Advisors LLC25803
Ameritas Investment Corp14869
Berthel Fischer13609
Capital Investment Brokerage, Inc40657
Concorde Investment Services, LL151604
Lincoln Financial Securities Corporation3870
M.H. Leblang, Inc2535
Purshe Kaplan Sterling Investments35747
RCX Capital Group, LLC114290
Sigma Financial Corporation14303
Wealthforge Securities, LLC152550

Source: Form D, filed Nov 7, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Depositor, Llc Aei Healthcare Portfolio Iii Promoter
Manager, Llc Aei Trust Promoter
Advisors, Inc. Aei Trust Promoter
Robert P Johnson Director, Executive
Patrick W Keene Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
30 E 7 Th Street Suite 1300
St. Paul, MN, 55101