Form D · Other Real Estate
Amarillo Self-Storage Portfolio DST
Oak Brook, IL · CIK 0001754139
Offering snapshot reported Sep 6, 2019 · SEC filing
- Reported sold
- $5.14M Offering amount: $5.49M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 19, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$1,902,105 → $5,142,795
- Reported investors6 → 19
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 6, 2019 | Amendment | $5,142,795 | $3,240,690vs Nov 16, 2018 | 19 | SEC filing |
| Nov 16, 2018 | Amendment | $1,902,105 | $778,581vs Sep 27, 2018 | 6 | SEC filing |
| Sep 27, 2018 | Initial | $1,123,524 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $137K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-322238
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| LEWIS FINANCIAL GROUP, L.C. | 36673 | |
| DAI SECURITIES, LLC | 36673 |
Source: Form D, filed Sep 6, 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.
| Name | Reported role |
|---|---|
| N/A Amarillo Self Storage Portfolio Exchange, L.L.C. | Promoter |
| N/A Inland Private Capital Corporation | Promoter |
| Keith Lampi | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523