Form D · Other Real Estate

Colorado Multifamily Portfolio II DST

Oak Brook, IL · CIK 0001662783

Offering snapshot reported Aug 11, 2016 · SEC filing

Reported sold
$30.7M
Offering amount: $30.7M
Investors reported
66
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 30, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.3M$30.7MJan 6, 2016: $142,123.00Jan 6, 2016Aug 11, 2016: $30,665,631.00Aug 11, 2016

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$142,123 → $30,665,631
  • Reported investors2 → 66

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 11, 2016Amendment$30,665,631$30,523,508vs Jan 6, 201666SEC filing
Jan 6, 2016Initial$142,123No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.42M (estimated)
Finders' fees
$0
Form D file number
021-254591
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
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Investacorp Inc.7684Investacorp Inc. · CRD 7684
Jim Kennedy1961588VSR Financial Services · CRD 14503
James Parry Sr.1877092VSR Financial Services Inc. · CRD 14503
Michael G. Steinthal435071Primex · CRD 29394
Christina S. Nielson4866971Primex · CRD 29394
Gordon T. Hamilton5028789Parkland Securities LLC · CRD 115368
Ryan E. Starling4284674Parkland Securities LLC · CRD 115368
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Aubrey Morrow836500Independent Financial Group LLC · CRD 7717
Christopher M. Vizzi5095868Independent Financial Group LLC · CRD 7717
Christopher B. Lawson3044512Infinex Investments Inc. · CRD 35371
Michael L. DiGaetano2378300Summit Brokerage Services Inc. · CRD 34643
Gary G. Benson1182211NPB Financial Group LLC · CRD 137743
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Anand M. Savur1809528Cetera Advisor Networks LLC · CRD 13572
William Upson1241673Royal Alliance Associates Inc. · CRD 23131
James M. Gambaccini4619759The Strategic Financial Alliance Inc. · CRD 126514
James W. Herrig1684201ProEquities Inc. · CRD 15708
Brady Broussard1279067ProEquities Inc. · CRD 15708
Brian C. Greenberg2838351Woodbury Financial Services Inc. · CRD 421
Trawnegan Gall6266415Sandlapper Securities LLC · CRD 137906
Rich Zuvella5207826Sigma Financial Corporation · CRD 14303
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
James T. Walesa1061209Triad Advisors Inc. · CRD 25803
Douglas W. McCown2113482Sagepoint Financial Inc. · CRD 133763
Leslie A. Cannon5254822Centaurus Financial Inc. · CRD 30833
Chay T. Lapin6275140Colorado Financial Service Corporation · CRD 104343
Peter A. Finnegan1336798Huntwicke Securities LLC · CRD 146993

Source: Form D, filed Aug 11, 2016. 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 Colorado Multifamily Portfolio Ii Exchange, L.L.C. Executive
N/A Colorado Multifamily Portfolio Ii, L.L.C. Executive
N/A Inland Private Capital Corporation Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523