Form D · Commercial

AEI Net Lease Portfolio IV DST

St. Paul, MN · CIK 0001660870

Offering snapshot reported Mar 8, 2016 · SEC filing

Reported sold
$18M
Offering amount: $19.5M
Investors reported
0
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 6, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9M$18MJan 7, 2016: $294,000.00Jan 7, 2016Feb 4, 2016: $294,000.00Feb 4, 2016Feb 11, 2016: $15,977,000.00Mar 8, 2016: $18,003,000.00Mar 8, 2016

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$15,977,000 → $18,003,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 8, 2016Amendment$18,003,000$2,026,000vs Feb 11, 20160SEC filing
Feb 11, 2016Amendment$15,977,000$15,683,000vs Feb 4, 20160SEC filing
Feb 4, 2016Amendment$294,000$0vs Jan 7, 20160SEC filing
Jan 7, 2016Initial$294,000No comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$975K (estimated)
Finders' fees
$0
Form D file number
021-254742

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ausdal Financial Partners, Inc7995
Berthel Fisher and Company13609
DFPG Investments, Inc155576
Harbour Investments, Inc.19258
IBN Financial Services, Inc.42360
Kalos Financial, Inc44337
Sigma Financial Corporation14303
Ameritas Investment Corporation14869
Colorado Financial Service Corporation104343
Voya Financial Advisors, Inc2882
American Portfolios Financial Services, Inc18487
Concorde Investment Services, LLC151604
Lincoln Financial Advisors Corporation3978
Lincoln Financial Securities Corporation3870
McDermott Investment Advisors, LLC132221
Nationwide Planning Associates31029
Triad Advisors, Inc25803

Source: Form D, filed Mar 8, 2016. 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 Net Lease Portfolio Iv Promoter
Advisors, Inc. Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Robert P Johnson Director, Executive
Patrick W Keene Executive

Issuer details

Industry: Commercial (See others in industry)

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