Form D · Commercial

AEI Healthcare Portfolio IV DST

St. Paul, MN · CIK 0001782612

Offering snapshot reported Dec 12, 2019 · SEC filing

Reported sold
$19M
Offering amount: $21.4M
Investors reported
53
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 6, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.52M$19MOct 31, 2019Nov 20, 2019: $11,577,000.00Nov 20, 2019Dec 12, 2019: $19,049,000.00Dec 12, 2019

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$11,577,000 → $19,049,000
  • Reported investors30 → 53

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 12, 2019Amendment$19,049,000$7,472,000vs Nov 20, 201953SEC filing
Nov 20, 2019Amendment$11,577,000No comparison30SEC filing
Oct 31, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.07M (estimated)
Finders' fees
$0
Form D file number
021-352291

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ausdal Financial Partners, Inc.7995
JRL Capital Corporation10225
Lighthouse Capital Group169135
Wealthforge Securities, LLC152550
McDermott Investment Services, LLC154926
Avantax Investment Services, Inc13686
Colorado Financial Service Corporation104343
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
Great Point Capital, LLC114203
Metropolitan Capital Investment Banc, Inc.148820
Principal Securities, Inc1137
Arkadios Capital282710
Harbour Investments, Inc.19258
Kalos Capital, Inc.44337
Lincoln Financial Advisors Corporation3978

Source: Form D, filed Dec 12, 2019. 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, Ll Aei Healthcare Portfolio Iv Promoter
Manager, Llc Aei Trust Promoter
Advisors, Inc. Aei Trust Promoter
Robert P Johnson Executive
Patrick W Keene Executive
Marni J Nygard Executive

Issuer details

Industry: Commercial (See others in industry)

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