Form D · Other Real Estate

Chicagoland Grocery Venture II DST

Oak Brook, IL · CIK 0001592207

Offering snapshot reported May 16, 2014 · SEC filing

Reported sold
$7.46M
Offering amount: $7.46M
Investors reported
28
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 21, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.73M$7.46MNov 26, 2013: $4,160,282.00Nov 26, 2013Dec 9, 2013: $4,830,945.00Dec 24, 2013: $5,195,945.00May 16, 2014: $7,462,604.00May 16, 2014

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$5,195,945 → $7,462,604
  • Reported investors26 → 28

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2014Amendment$7,462,604$2,266,659vs Dec 24, 201328SEC filing
Dec 24, 2013Amendment$5,195,945$365,000vs Dec 9, 201326SEC filing
Dec 9, 2013Amendment$4,830,945$670,663vs Nov 26, 201323SEC filing
Nov 26, 2013Initial$4,160,282No comparison15SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$448K (estimated)
Finders' fees
$0
Form D file number
021-207045
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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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Susan J. Gitt5580509EDI Financial, Inc. · CRD 15699
Kenneth H . Olson26972771st Global Capital Corp. · CRD 30349
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Stephen K. Davis1015132American Portfolios Financial Services, Inc. · CRD 18487
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
John S. Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Samuel J. Angelo, Jr.11265351st Global Capital Corp. · CRD 30349
Robert A. Cannon2765289Centaurus Financial, Inc. · CRD 30833
Gary T. Hughes1700976Concorde Investment Services, LLC · CRD 151604
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604

Source: Form D, filed May 16, 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.

People and organizations reported in Form D filings
NameReported role
Venture Ii, L.L.C. Chicagoland Grocery Promoter
Venture Ii Exchange, L.L.C. Chicagoland Grocery Promoter
Capital Corporation Inland Private Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523