Form D · Other Real Estate

Carmel Multifamily DST

Oak Brook, IL · CIK 0001631259

Offering snapshot reported Jul 15, 2015 · SEC filing

Reported sold
$11.4M
Offering amount: $11.4M
Investors reported
40
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 6, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.69M$11.4MFeb 20, 2015: $515,463.00Feb 20, 2015May 12, 2015: $515,463.00May 12, 2015Jul 15, 2015: $11,377,246.00Jul 15, 2015

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$515,463 → $11,377,246
  • Reported investors1 → 40

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2015Amendment$11,377,246$10,861,783vs May 12, 201540SEC filing
May 12, 2015Amendment$515,463$0vs Feb 20, 20151SEC filing
Feb 20, 2015Initial$515,463No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$984K (estimated)
Finders' fees
$0
Form D file number
021-234401
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
John P. Harvey Jr.4227692Sandlapper Securities LLC · CRD 137906
Joseph A. Graziano2442582TFS Securities Inc. · CRD 20626
Christina A. Nielson4866971Primex · CRD 29394
DFPG Investments Inc.155576DFPG Investments Inc. · CRD 155576
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Robert S. Fagan1572927Madison Avenue Securities LLC · CRD 23224
Robert A. Horning2311640Centaurus Financial Inc. · CRD 30833
Steven H. Murphy4972221VSR Financial Services Inc. · CRD 14503
Ronald A. Schley2210699Independent Financial Group LLC · CRD 7717
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Jim A. Christian45295221st Global Capital Corp. · CRD 30349
Leslie V. Anderton873403Wilson-Davis & Co. Inc. · CRD 3777

Source: Form D, filed Jul 15, 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.

People and organizations reported in Form D filings
NameReported role
N/A Carmel Multifamily Exchange, L.L.C. Executive
N/A Carmel Multifamily, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523