Form D · Other Real Estate
Colorado Springs Multifamily DST
Oak Brook, IL · CIK 0001720488
Offering snapshot reported Jun 5, 2018 · SEC filing
- Reported sold
- $29M Offering amount: $29M
- Investors reported
- 114 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Oct 11, 2017 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$28,396,357 → $28,974,578
- Reported investors112 → 114
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 5, 2018 | Amendment | $28,974,578 | $578,221vs May 21, 2018 | 114 | SEC filing |
| May 21, 2018 | Amendment | $28,396,357 | $324,153vs Apr 25, 2018 | 112 | SEC filing |
| Apr 25, 2018 | Amendment | $28,072,204 | $186,030vs Apr 12, 2018 | 111 | SEC filing |
| Apr 12, 2018 | Amendment | $27,886,174 | $259,928vs Mar 29, 2018 | 109 | SEC filing |
| Mar 29, 2018 | Amendment | $27,626,246 | $256,177vs Mar 14, 2018 | 106 | SEC filing |
| Mar 14, 2018 | Amendment | $27,370,069 | $860,143vs Mar 1, 2018 | 104 | SEC filing |
| Mar 1, 2018 | Amendment | $26,509,926 | $898,452vs Feb 14, 2018 | 99 | SEC filing |
| Feb 14, 2018 | Amendment | $25,611,474 | $4,355,576vs Jan 31, 2018 | 96 | SEC filing |
| Jan 31, 2018 | Amendment | $21,255,898 | $575,648vs Jan 16, 2018 | 84 | SEC filing |
| Jan 16, 2018 | Amendment | $20,680,250 | $2,529,788vs Dec 29, 2017 | 79 | SEC filing |
| Dec 29, 2017 | Amendment | $18,150,462 | $2,713,682vs Dec 14, 2017 | 67 | SEC filing |
| Dec 14, 2017 | Initial | $15,436,780 | No comparison | 52 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.29M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-300747
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fee that may be paid to one or more Related Persons.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Christina Nielson | 4866971 | Primex Prime Electronic Execution Inc · CRD 29394 |
| Daniel Raupp | 4079107 | Concorde Investment Services, LLC · CRD 151604 |
| Steven Henderson | 2581092 | 1st Global Capital Corporation · CRD 30349 |
| Scott Sheehan | 2328614 | DFPG Investments, Inc · CRD 155576 |
| Eric Bicknese | 2829451 | Nationwide Planning Associates, Inc · CRD 31029 |
| Chris Hudson | 6561565 | 1st Global Capital Corporation · CRD 30349 |
| Terry Shea | 1654953 | Whitehall-Parker Securities, Inc. · CRD 10608 |
| Dinesh Gupta | 6469999 | Emerson Equity LLC · CRD 130032 |
| Samuel Angelo | 1126535 | 1st Global Capital Corporation · CRD 30349 |
| Mitchal O'Hare | 4561108 | Cambridge Investment Research · CRD 39543 |
| Sigrid Daugaard | 5481583 | Cambridge Investment Research · CRD 39543 |
| Robert Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Walter Heidenreich III | 5073559 | Cambridge Investment Research · CRD 39543 |
| Leslie Pappas | 1735372 | Lightpath Capital Inc. · CRD 34617 |
| Edwin Suzuki | 4851317 | Westpark Capital Inc · CRD 39914 |
| David Dahill | 6581024 | WealthForge Securities LLC · CRD 152550 |
| Shawn Valentine | 4632973 | Calton & Associates · CRD 20999 |
| Adam Costarella | 5957661 | Voya Financial Advisors · CRD 2882 |
| Andrew Norman | 4515286 | Voya Financial Advisors · CRD 2882 |
| Brock Brady | 4638576 | Voya Financial Advisors · CRD 2882 |
| Frank Smith | 4411417 | National Securities Corp. · CRD 7569 |
| Mike Bendix | 5379777 | DFPG Investments, Inc. · CRD 155576 |
| Edward Fernandez | 2956661 | Capulent LLC · CRD 155155 |
| David Cowguill | 1275601 | Woodbury Financial Services, Inc. · CRD 421 |
| Mike Cruz | 2130750 | Courtlandt Securities Corp · CRD 137356 |
| Dustin Tenbroeck | 5019784 | First Allied Securities Inc. · CRD 32444 |
| Scott Offerman | 4619093 | Sandlapper Securities, LLC · CRD 137906 |
| Jeffrey McKay | 818303 | Voya Financial Advisors · CRD 2882 |
| Ron Horvitz | 1277033 | 1st Global Capital Corporation · CRD 30349 |
| Peter Chernin | 6787497 | Sandlapper Securities, LLC · CRD 137906 |
| Tim Clairmont | 2847591 | Lion Street Financial, LLC · CRD 165828 |
| Scott Wolters | 847713 | Sagepoint Financial, Inc. · CRD 133763 |
| Michael Moomaw | 6236376 | 1st Global Capital Corporation · CRD 30349 |
| Dennis Briscoe | 2049353 | Royal Alliance Associates, Inc. · CRD 23131 |
| Dwight Galda | 1099936 | Cambridge Investment Research · CRD 39543 |
| Roger Van Pelt | 1742560 | Cetera Advisors, LLC · CRD 10299 |
| Randall Brehmer | 2052318 | Woodbury Financial Services, Inc. · CRD 421 |
| Rylan Rozell | 5034877 | Sagepoint Financial, Inc. · CRD 133763 |
| Paul Goldman | 1622674 | National Securities Corp. · CRD 7569 |
| William Tufts | 2053884 | Crown Capital Securities L.P. · CRD 6312 |
| Brian Hagen | 5189815 | D H Hill Securities · CRD 41528 |
| Davin Carey | 5413012 | H.D. Vest Investment Securites Inc · CRD 13686 |
| Todd Juenger | 2528095 | Conover Securities Corporation · CRD 17129 |
| Zoe Ng | 4497181 | Independent Financial Group, LLC · CRD 7717 |
| Elliott Tracy | 5745365 | 1st Global Capital Corporation · CRD 30349 |
| Don Hartmann | 1003231 | Cambridge Investment Research · CRD 39543 |
| Vint Hartmann | 2686726 | Cambridge Investment Research · CRD 39543 |
| John Christy | 4573758 | Royal Alliance Associates, Inc. · CRD 23131 |
| Gerrin De Groot | 4817044 | 1st Global Capital Corporation · CRD 30349 |
| Bradley Fritz | 3088002 | Cambridge Investment Research · CRD 39543 |
| John Weiss | 1097536 | Crown Capital Securities L.P. · CRD 6312 |
| James Raia | 2397301 | Summit Brokerage Services, Inc · CRD 34643 |
| John Azzara | 1050458 | Lincoln Financial Securities Corp · CRD 3870 |
| Richard Park | 4557055 | Royal Alliance Associates, Inc. · CRD 23131 |
| Jonathan Keller | 4344114 | Sagepoint Financial, Inc. · CRD 133763 |
| Aubrey Morrow | 836500 | Independent Financial Group, LLC · CRD 7717 |
| Eric Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| Dieter Thurow | 1435375 | NPB Financial Group, LLC · CRD 137743 |
| Shannon Markle | 4358151 | Cambridge Investment Research · CRD 39543 |
| Angela Frazier | 6262219 | 1st Global Capital Corporation · CRD 30349 |
| Richard Brewer | 1263257 | Sagepoint Financial, Inc. · CRD 133763 |
| Jeff Warren | 5616071 | Crown Capital Securities L.P. · CRD 6312 |
| Craig Truman | 1545620 | Royal Alliance Associates, Inc · CRD 23131 |
| Kevin Loyd | 4447419 | First Allied Securities Inc. · CRD 32444 |
| Ann Stewart | 2388888 | Cambridge Investment Research · CRD 39543 |
| Rey Frimmersdorf | 214866 | Sandlapper Securities, LLC · CRD 137906 |
| Jack Creighton | 1495897 | Concorde Investment Services, LLC · CRD 151604 |
| Paul Cese | 4558359 | Concorde Investment Services, LLC · CRD 151604 |
| Harry Horn | 1031140 | Lincoln Financial Advisors · CRD 3978 |
| Ross Johnson | 1738751 | H.D Vest Investment Securities, Inc · CRD 13686 |
| Larry Queen | 851743 | Cambridge Investment Research · CRD 39543 |
| Mary Hanson | 4641891 | Cambridge Investment Research · CRD 39543 |
| Leonard Wyss | 1284822 | B.B. Graham & Company, Inc · CRD 41533 |
| Tadeusz Markow | 2307025 | Cambridge Investment Research · CRD 39543 |
| Robert Cappadona | 1235742 | Royal Alliance Associates, Inc · CRD 23131 |
| Bentley Ford | 5866570 | Cambridge Investment Research · CRD 39543 |
| Stephen Shloss | 5429813 | Crown Capital Securities L.P. · CRD 6312 |
| Duane Swanson | 1456892 | Voya Financial Advisors · CRD 2882 |
| John Harvey | 4227692 | Sandlapper Securities, LLC · CRD 137906 |
| Eric Holtz | 5821492 | Independent Financial Group, LLC · CRD 7717 |
| Victor Hazard | 1617276 | H.D. Vest Investment Securities, Inc · CRD 13686 |
| Jonathan Perry | 4780457 | Lincoln Financial Securities Corp · CRD 3870 |
| Cindy Shi | 4231195 | Cambridge Investment Research · CRD 39543 |
| Charles Wagner | 2761324 | Concorde Investment Services, LLC · CRD 151604 |
| Sharon Thompson | 6451963 | RCX Capital Group LLC · CRD 114290 |
| Kelly Clyde | 425839 | Independent Financial Group, LLC · CRD 7717 |
| John Cahoon | 6327912 | JCC Advisors, LLC · CRD 146776 |
| Joseph Broadbent | 3132498 | DFPG Investments, Inc · CRD 155576 |
| Joseph Insalaco | 2978175 | Concorde Investment Services, LLC · CRD 151604 |
| Troy Wada | 5636479 | Sagepoint Financial, Inc. · CRD 133763 |
| Robert Shultz | 4163450 | Royal Alliance Associates, Inc. · CRD 23131 |
| Peter McNeil | 4378567 | Independent Financial Group · CRD 7717 |
| Dennis O'Connor | 1595467 | Cetera Advisors, LLC · CRD 10299 |
Source: Form D, filed Jun 5, 2018. 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 |
|---|---|
| N/A Colorado Springs Multifamily Exchange, L.L.C. | Executive |
| N/A Colorado Springs Multifamily, 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, 60606
Oak Brook, IL, 60606