Form D · Commercial

AEI Net Lease Portfolio IX DST

St. Paul, MN · CIK 0001736671

Offering snapshot reported Oct 17, 2018 · SEC filing

Reported sold
$23M
Offering amount: $23M
Investors reported
64
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 25, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.5M$23MMay 10, 2018: $1,540,700.00May 10, 2018Jun 7, 2018: $5,285,350.00Jun 7, 2018Jul 12, 2018: $9,949,000.00Jul 12, 2018Aug 2, 2018: $15,446,096.00Aug 20, 2018: $18,762,646.00Aug 20, 2018Oct 17, 2018: $22,993,000.00Oct 17, 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$15,446,096 → $22,993,000
  • Reported investors42 → 64

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 17, 2018Amendment$22,993,000$7,546,904vs Aug 2, 201864SEC filing
Aug 20, 2018Amendment$18,762,646$3,316,550vs Aug 2, 201852SEC filing
Aug 2, 2018Amendment$15,446,096$5,497,096vs Jul 12, 201842SEC filing
Jul 12, 2018Amendment$9,949,000$4,663,650vs Jun 7, 201831SEC filing
Jun 7, 2018Amendment$5,285,350$3,744,650vs May 10, 201819SEC filing
May 10, 2018Initial$1,540,700No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.15M (estimated)
Finders' fees
$0
Form D file number
021-312099

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
American Portfolios Financial Service, Inc.18487
McDermott Investment Services, LLC154926
Wealthforge Securities, LLC152550
Concorde Investment Services, LLC151604
DFPG Investments, Inc155576
HD Vest Investment Services13686
Lincoln Financial Advisors Corp3978
Lincoln Financial Securities Corp3870
Lighthouse Capital Group, LLC169135
Sigma Financial Corporation14303
M. H. Leblang, Inc.2535
Sandlapper Securities, LLC137906

Source: Form D, filed Oct 17, 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
Ix Depositor, Llc Aei Net Lease Portfolio Promoter
Advisors, Inc. Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Robert P Johnson Director, Executive
Patrick W Keene Promoter

Issuer details

Industry: Commercial (See others in industry)

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