Form D · Other Real Estate
Bi-Coastal Home Improvement DST
Oak Brook, IL · CIK 0001650543
Offering snapshot reported Sep 29, 2015 · SEC filing
- Reported sold
- $41.2M Offering amount: $59.2M
- Investors reported
- 118 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 30, 2015 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$33,238,687 → $41,247,618
- Reported investors96 → 118
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 29, 2015 | Amendment | $41,247,618 | $8,008,931vs Sep 9, 2015 | 118 | SEC filing |
| Sep 9, 2015 | Amendment | $33,238,687 | $9,310,963vs Aug 24, 2015 | 96 | SEC filing |
| Aug 24, 2015 | Amendment | $23,927,724 | $13,437,149vs Aug 12, 2015 | 67 | SEC filing |
| Aug 12, 2015 | Initial | $10,490,575 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.96M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-245597
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| John G. Chess | 4812430 | Investacorp, Inc. · CRD 7684 |
| Jennifer J. Homman | 4303375 | Harbour Investments, Inc. · CRD 19258 |
| James J. Panzer, Jr. | 2099482 | Investacorp, Inc. · CRD 7684 |
| Michael G. Steinthal | 435071 | Primex · CRD 29394 |
| Jean-Louis Guinchard | 1983431 | Silver Portal Capital LLC · CRD 114290 |
| Robert R. Tweed | 2339324 | Concorde Investment Services, LLC · CRD 151604 |
| Patrick R. Conway | 1337831 | Investacorp, Inc. · CRD 7684 |
| Donald R. Hehir, Jr. | 1571539 | Commonwealth Financial Network · CRD 8032 |
| Hagop (Jacob) S. Tujian | 4605467 | Independent Financial Group, LLC · CRD 7717 |
| Alexandro L. Filippini | 5043549 | Silver Portal Capital LLC · CRD 114290 |
| Jason H. Freeman | 2995587 | Triad Advisors, Inc. · CRD 25803 |
| Robert E. Burns | 4066393 | VSR Financial Services, Inc. · CRD 14503 |
| David T. Marshall | 2843252 | Independent Financial Group, LLC · CRD 7717 |
| Jay M. Diamond | 1293312 | Commonwealth FInancial Network · CRD 8032 |
| Scott D. Offerman | 4619093 | Concorde Investment Services, LLC · CRD 151604 |
| Dwight K. Kay | 5376903 | Colorado Financial Service Corporation · CRD 104343 |
| Timothy J. Warren | 4093611 | 1st Global Capital Corp. · CRD 30349 |
| Robert S. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| Eric S. Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| Kerri M. Sullivan-Kreiss | 2141713 | Commonwealth Financial Network · CRD 8032 |
| Eric J. Glassbrenner | 4160645 | Center Street Securities, Inc. · CRD 26898 |
| Anthony Nori | 1238551 | Centaurus Financial, Inc. · CRD 30833 |
| Daniel R. Mueller | 4464268 | 1st Global Capital Corp. · CRD 30349 |
| Lawrence L. Bushnell | 1553497 | Independent Financial Group, LLC · CRD 7717 |
| James A. Davenport | 2200818 | Triad Advisors, Inc. · CRD 25803 |
| Gregory C. Mottau | 341596 | FSC Securities Corporation · CRD 7461 |
| Ann H. Stewart | 2388888 | Cambridge Investment Research, Inc. · CRD 39543 |
| Sterling D. Neblett | 4972455 | Spire Securities, LLC · CRD 144131 |
| Wendy A. Payne | 5083969 | Spire Securities, LLC · CRD 144131 |
| Mark D. Pedersen | 1283866 | Sandlapper Securities, LLC · CRD 137906 |
| Mark J. Rychel | 2262582 | Lincoln Financial Advisors Corporation · CRD 3870 |
| Samuel W. Watters | 2519478 | Woodbury Financial Services, Inc. · CRD 421 |
| Samuel W. Waters, Jr. | 4823728 | Woodbury Financial Services, Inc. · CRD 421 |
| Craig E. Lewelling | 2402982 | Sagepoint Financial, Inc. · CRD 133763 |
| Habib M. Iskander | 2326918 | Sagepoint Financial, Inc. · CRD 133763 |
| Darren C. Brooks | 2601668 | Commonwealth Financial Network · CRD 8032 |
| Peter D. Fisher | 1259923 | Investacorp, Inc. · CRD 7684 |
| Kathleen C. Kovar | 4666755 | 1st Global Capital Corp. · CRD 30349 |
| Stephanie A. Menke | 4548579 | Cambridge Investment Research, Inc. · CRD 39543 |
| Brian D. Vosberg | 4476509 | Centaurus Financial, Inc. · CRD 30833 |
| Timothy W. Greer | 731658 | Triad Advisors, Inc. · CRD 25803 |
| Thomas F. Mengel | 706823 | Cetera Financial Specialists LLC · CRD 10358 |
| Nicholas Mengel | 5154776 | Cetera Financial Specialists LLC · CRD 10358 |
| Carl M. Strozyk | 2317341 | Cambridge Investment Research, Inc. · CRD 39543 |
| Brion P. Harris | 3199095 | Summit Brokerage Services, Inc. · CRD 34643 |
| Christopher A. Pratt | 1043894 | Sagepoint Financial, Inc. · CRD 133763 |
| Robert W. Bruner | 2260319 | Questar Capital Corporation · CRD 43100 |
| Jack W. Ellison | 2584997 | Independent Financial Group, LLC · CRD 7717 |
| Karl L. Hambrecht | 844047 | Royal Alliance Securities, Inc. · CRD 23131 |
| Chay T. Lapin | 6275140 | Colorado Financial Service Corporation · CRD 104343 |
| Roger T. Tadsen | 1053510 | Northland Securities, Inc. · CRD 40258 |
| John T. Christy | 4573758 | Royal Alliance Securities, Inc. · CRD 23131 |
| Delmar V. McKinney, II | 1186853 | First Allied Securities, Inc. · CRD 32444 |
| Maurice W. McKinney | 1036808 | First Allied Securities, Inc. · CRD 32444 |
| Gerrin P. DeGroot | 4817044 | 1st Global Capital Corp. · CRD 30349 |
| Spencer L. Weston | 1482772 | Questar Capital Corporation · CRD 43100 |
| Bart P. Allard | 4588093 | 1st Global Capital Corp. · CRD 30349 |
| Shannon M. Markle | 4358151 | Cambridge Investment Research, Inc. · CRD 39543 |
| James M. Raine | 2360466 | Questar Capital Corporation · CRD 43100 |
| Hugh O. Barndollar, Sr. | 2084783 | Crown Capital Securities, L.P. · CRD 6312 |
| Yiping M. Ma | 4473131 | Cetera Financial Specialists LLC · CRD 10358 |
| Michael T. Janis | 5308832 | Madison Avenue Securities, LLC · CRD 23224 |
| Christopher J. Passero | 2517681 | Money Concepts Capital Corp. · CRD 12963 |
| Cynthia A. Selfridge | 4215878 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Matthew E. Roberson | 3090052 | Lincoln Financial Advisors Corporation · CRD 3978 |
| William S. Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Kirk D. Dobson | 4049865 | Ameritas Investment Corp. · CRD 14869 |
| Donald P. Westerhoff | 2367692 | Commonwealth Financial Network · CRD 8032 |
| Jeffrey L. Davis | 1344594 | Michigan Securities, Inc. · CRD 101600 |
| Lyn F. Boening | 2592999 | Cetera Advisor Networks LLC · CRD 13572 |
| James D. Warring | 3198200 | Triad Advisors, Inc. · CRD 25803 |
| Bruce A. Carroll | 1319858 | Harbour Investments, Inc. · CRD 19258 |
| Marco A. Scalco | 5610626 | 1st Global Capital Corp. · CRD 30349 |
| Philip J. Deangelo | 4204841 | Securities America, Inc. · CRD 10205 |
| Molly M. Grubb | 5647291 | Cambridge Investment Research, Inc. · CRD 39543 |
| Steve J. Aguiar | 2335990 | FSC Securities Corporation · CRD 7461 |
| Kelly B. Yamamoto | 4476560 | FSC Securities Corporation · CRD 7461 |
| Gerald J. Whyte | 1330046 | Crown Capital Securities, L.P. · CRD 6312 |
| Matthew C. Weinheimer | 2917501 | Ameritas Investment Corp. · CRD 14869 |
| Eric A. Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Ivar N. Jones, Jr. | 2729076 | Ameritas Investment Corp. · CRD 14869 |
| Larry K. Manuel | 1698280 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Darrin W. Gustafson | 3227510 | Lincoln Financial Advisors Corporation · CRD 3978 |
| David M. Nelson | 2120855 | Cambridge Investment Research, Inc. · CRD 39543 |
| Kenneth M Nelson | 3231051 | Cambridge Investment Reserach, Inc. · CRD 39543 |
| Jarrod F. Hirschfeld | 4666092 | Ameritas Investment Corp. · CRD 14869 |
| Karl R. Brantley | 2274283 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Gregg E. Kiefer | 3230611 | 1st Global Capital Corp. · CRD 30349 |
| Matthew T. Rubis | 5863109 | Parkland Securities, LLC · CRD 115368 |
| Daniel A. Prisciotta, Jr. | 1190025 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Fred C. Scheller | 1063971 | Sagepoint Financial, Inc. · CRD 133763 |
| Ross A. Pedersen | 1201067 | Royal Alliance Securities, Inc. · CRD 23131 |
| Joseph G. Michaletz | 1327534 | Triad Advisors, Inc. · CRD 25803 |
| Robert J. Binkele | 2393598 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Gordon T. Hamilton | 5028789 | Parkland Securities, LLC · CRD 115368 |
| Kevin P. Fitzgerald | 1754938 | Investacorp, Inc. · CRD 7684 |
| Stephen M. Whyte | 5941423 | Crown Capital Securities, L.P. · CRD 6312 |
| Mitchal D. O'Hare | 4561108 | Transamerica Financial Advisors, Inc. · CRD 16164 |
| Sigrid D. Daugaard | 5481583 | Transamerica Financial Advisors, Inc. · CRD 16164 |
| Not reported |
Source: Form D, filed Sep 29, 2015. 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 |
|---|---|
| Improvement, L.L.C. Bi Coastal Home | Promoter |
| Improvement Exchange, L.L.C. Bi Coastal Home | Promoter |
| Capital Corporation Inland Private | 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