Form D · Commercial

AEI Net Lease Portfolio 15 DST

St. Paul, MN · CIK 0001835882

Offering snapshot reported Jul 28, 2021 · SEC filing

Reported sold
$21.9M
Offering amount: $21.9M
Investors reported
52
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.9M$21.9MMay 20, 2021: $9,866,000.00May 20, 2021Jun 10, 2021: $14,893,000.00Jun 10, 2021Jul 28, 2021: $21,850,000.00Jul 28, 2021

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$14,893,000 → $21,850,000
  • Reported investors34 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 28, 2021Amendment$21,850,000$6,957,000vs Jun 10, 202152SEC filing
Jun 10, 2021Amendment$14,893,000$5,027,000vs May 20, 202134SEC filing
May 20, 2021Amendment$9,866,000No comparisonNot reportedSEC filing
Apr 23, 2021Initial$2,183,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.09M (estimated)
Finders' fees
$0
Form D file number
021-396920

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Metropolitan Capital Investment Banc148820
AEI Securities, Inc6158
Concorde Investment Services, LLC151604
DFPG Investments LLC155575
BD4RIA, Inc.290240
Avantax Investment Services, Inc.13686
DAI Securities, LLC36673
Kalos Capital Inc.44337
Northland Securities, Inc.40258
Berthel Fisher & Company Financial Services, Inc.13609
Lincoln Financial Advisors Corporation3978
Crown Capital Securities, LP6312
Colorado Financial Service Corporation104343
American Portfolios Financial Services, Inc.18487
Ameritas Investment Company LLC14869
Securities America, Inc10205
Triad Advisors LLC25803
Huntwicke Securities, LLC146993
Sagepoint Financial, Inc.133763

Source: Form D, filed Jul 28, 2021. 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
Portfolio Depositor, Llc Aei Net Lease Promoter
Advisors, Inc. Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Robert P Johnson Director, Executive
Marni J Nygard Executive
Keith Petersen Executive
Kevin Steele Executive

Issuer details

Industry: Commercial (See others in industry)

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