Form D · Other Real Estate
Chicagoland Fresh Market Venture DST
Oak Brook, IL · CIK 0001573727
Offering snapshot reported Jan 28, 2014 · SEC filing
- Reported sold
- $21.7M Offering amount: $21.7M
- Investors reported
- 108 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 29, 2013 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$20,136,578 → $21,661,955
- Reported investors113 → 108
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 28, 2014 | Amendment | $21,661,955 | $1,525,377vs Jul 18, 2013 | 108 | SEC filing |
| Jul 18, 2013 | Amendment | $20,136,578 | $2,941,443vs Jul 2, 2013 | 113 | SEC filing |
| Jul 2, 2013 | Amendment | $17,195,135 | $987,479vs Jun 19, 2013 | 93 | SEC filing |
| Jun 19, 2013 | Amendment | $16,207,656 | $1,261,282vs Jun 4, 2013 | 87 | SEC filing |
| Jun 4, 2013 | Amendment | $14,946,374 | $2,050,000vs May 22, 2013 | 78 | SEC filing |
| May 22, 2013 | Amendment | $12,896,374 | $2,798,864vs May 13, 2013 | 66 | SEC filing |
| May 13, 2013 | Amendment | $10,097,510 | $8,016,424vs Apr 25, 2013 | 35 | SEC filing |
| Apr 25, 2013 | Amendment | $2,081,086 | $1,453,235vs Apr 9, 2013 | 15 | SEC filing |
| Apr 9, 2013 | Initial | $627,851 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.3M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-194701
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
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Barry W. LeMay | 306332 | Concorde Investment Services, LLC · CRD 151604 |
| Robert R. Tweed | 2339324 | Concorde Investment Services, LLC · CRD 151604 |
| Robert S. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Susan J. Gitt | 5580509 | Allied Beacon Partners, Inc. · CRD 46227 |
| Jonathan D. Keller | 4344114 | Sigma Financial Corporation · CRD 14303 |
| Peter D. Fisher | 1259923 | Investacorp, Inc. · CRD 7684 |
| Jack W. Ellison | 2584997 | Independent Financial Group, LLC · CRD 7717 |
| Stephen C. Schulmerich | 415613 | |
| Thomas N. Downey | 1386823 | Concorde Investment Services, LLC · CRD 151604 |
| Gary R. Hancock, Sr. | 4701161 | Concorde Investment Services, LLC · CRD 151604 |
| Kyle M. Imholte | 5448950 | 1st Global Capital Corp. · CRD 30349 |
| James M. Gambaccini | 4619759 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Kyle S. Jobin | 4915438 | Sigma Financial Corporation · CRD 14303 |
| Eric J. Schindler | 1439999 | Cetera Advisors LLC · CRD 10299 |
| Joseph G. Michaletz | 1327534 | Triad Advisors, Inc. · CRD 25803 |
| Nathaniel M. Kuhn | 4624143 | Investacorp, Inc. · CRD 7684 |
| Leslie M. Goldstein | 1300590 | Sigma Financial Corporation · CRD 14303 |
| Joral T. Schmalle | 4491484 | Sigma Financial Corporation · CRD 14303 |
| James T. Walesa | 1061209 | Triad Advisors, Inc. · CRD 25803 |
| Jeffrey M. Warren | 5616071 | Crown Capital Securities, L.P. · CRD 6312 |
| Robert M. Hart | 1518921 | Sigma Financial Corporation · CRD 14303 |
| William A. Meloy | 1653157 | Proequities, Inc. · CRD 15708 |
| Gary E. Conley | 52159 | America Investors Company · CRD 38 |
| James W. Herrig | 1684201 | Proequities, Inc. · CRD 15708 |
| Tim D. Clairmont | 2847591 | Woodbury Financial Services, Inc. · CRD 421 |
| John H. Scully | 803539 | Centaurus Financial, Inc. · CRD 30833 |
| John G. Chess | 4812430 | Investacorp, Inc. · CRD 7684 |
| James M. Raine | 2360466 | Questar Capital Corporation · CRD 43100 |
| Bruce S. Hesse | 2638672 | 1st Global Capital Corp. · CRD 30349 |
| William G. Dorriety | 4678767 | Royal Alliance Associates, Inc. · CRD 23131 |
| Stephen K. Davis | 1015132 | American Portfolios Financial Services, Inc. · CRD 18487 |
| John P. Harvey, Jr. | 4227692 | Sandlapper Securities, LLC · CRD 137906 |
| Michael A. Bendix | 5379777 | DFPG Investments, Inc. · CRD 155576 |
| Craig A. Cooper | 2553463 | Concorde Investment Services, LLC · CRD 151604 |
| Robert W. Bruner | 2260319 | Questar Capital Corporation · CRD 43100 |
| Rocco A. Cortese | 4681807 | Concorde Investment Services, LLC · CRD 151604 |
| John S. Weiss | 1097536 | Crown Capital Securities, L.P. · CRD 6312 |
| Kenneth M. Chong | 2972285 | Sigma Financial Corporation · CRD 14303 |
| Jeffery W. Graumlich | 4816380 | Sigma Financial Corporation · CRD 14303 |
Source: Form D, filed Jan 28, 2014. 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 |
|---|---|
| Market Venture, L.L.C. Chicagoland Fresh | Promoter |
| Market Venture Exchange, L.L.C. Chicagoland Fresh | Promoter |
| Capital Corporation Inland Private | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523