Form D · Other Real Estate

Cranberry Retail Venture DST

Oak Brook, IL · CIK 0001569803

Offering snapshot reported Aug 29, 2013 · SEC filing

Reported sold
$11.4M
Offering amount: $11.4M
Investors reported
63
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 20, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.7M$11.4MFeb 28, 2013: $203,662.00Feb 28, 2013Mar 27, 2013: $1,047,718.00Apr 9, 2013: $1,088,121.00May 13, 2013: $1,806,747.00May 20, 2013: $2,197,767.00Jun 4, 2013: $3,895,657.00Jun 19, 2013: $6,033,053.00Jul 2, 2013: $6,608,053.00Jul 18, 2013: $8,652,053.00Aug 1, 2013: $9,831,222.00Aug 29, 2013: $11,406,454.00Aug 29, 2013

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$9,831,222 → $11,406,454
  • Reported investors60 → 63

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 29, 2013Amendment$11,406,454$1,575,232vs Aug 1, 201363SEC filing
Aug 1, 2013Amendment$9,831,222$1,179,169vs Jul 18, 201360SEC filing
Jul 18, 2013Amendment$8,652,053$2,044,000vs Jul 2, 201353SEC filing
Jul 2, 2013Amendment$6,608,053$575,000vs Jun 19, 201345SEC filing
Jun 19, 2013Amendment$6,033,053$2,137,396vs Jun 4, 201341SEC filing
Jun 4, 2013Amendment$3,895,657$1,697,890vs May 20, 201329SEC filing
May 20, 2013Amendment$2,197,767$391,020vs May 13, 201317SEC filing
May 13, 2013Amendment$1,806,747$718,626vs Apr 9, 201313SEC filing
Apr 9, 2013Amendment$1,088,121$40,403vs Mar 27, 201310SEC filing
Mar 27, 2013Amendment$1,047,718$844,056vs Feb 28, 20138SEC filing
Feb 28, 2013Initial$203,662No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$684K (estimated)
Finders' fees
$0
Form D file number
021-192517
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
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Bruce A. Carroll1319858Harbour Investments, Inc. · CRD 19258
Kevin M. Sweeney42812561st Global Capital Corp. · CRD 30349
Bert L. Falley, II23096311st Global Capital Corp. · CRD 30349
William M. Upson1241673Royal Alliance Associates, Inc. · CRD 23131
Harry R. Tyler451126
Gregory S. Horning2921711Triad Advisors, Inc. · CRD 25803
Kyle M. Imholte54489501st Global Capital Corp. · CRD 30349
James Helba, Jr.242127
William A. Meloy1653157Proequities, Inc. · CRD 15708
Ryan P. Vaughn4727701Proequities, Inc. · CRD 15708
John G. Chess4812430Investacorp, Inc. · CRD 7684
Michael F. Davis1249213IFS Securities · CRD 40375
Harvey Kotler274341Proequities, Inc. · CRD 15708
Jamie S. Turk4338770Proequities, Inc. · CRD 15708
Douglas K. Zima1084118VSR Financial Services, Inc. · CRD 14503
Patrick J. Lynch, III1632895Investacorp, Inc. · CRD 7684
Rick D. Slone5354167Transamerica Financial Advisors, Inc. · CRD 16164
Paul Kindzia4392063
Gene Ka2048557Comprehensive Asset Management and Servicing, Inc. · CRD 43814
Allen J. Watson5348527Investment Planners, Inc. · CRD 18557
James W. Herrig1684201Proequities, Inc. · CRD 15708
Alfred W. Hovis, Jr.1034346Cambridge Investment Research, Inc. · CRD 39543
Danny R. Hughes44193651st Global Capital Corp. · CRD 30349
Andrew L. Carroll5171314Money Concepts Capital Corp · CRD 12963
Jody J. Roth4030963Tranamerica Financial Advisors, Inc. · CRD 16164
Mark J. Rychel2262582Lincoln Financial Securities Corporation · CRD 3870
Mark L. Perilman2341637Lincoln Financial Advisors Corporation · CRD 3978
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Chester Ju4695963McDermott Investment Services, LLC · CRD 154926
Christopher E. Krejci32583921st Global Capital Corp. · CRD 30349
Lawrence R. Gatson1754204VSR Financial Services, Inc. · CRD 14503
Jonathan R. Creighton1495897Concorde Investment Services, LLC · CRD 151604
Matthew E. Roberson3090052Lincoln Financial Advisors Corporation · CRD 3978
Trudy D. Haussmann1596890Securities America, Inc. · CRD 10205
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Warren W. Woon4115548Sandlapper Securities, LLC · CRD 137906
Kirk M. Balin4590715Securities Service Network, Inc. · CRD 13318
Tracy R. Turner1385745Colorado Financial Service Corporation · CRD 104343
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Gregory A. Grooms24993361st Global Capital Corp. · CRD 30349
Bruce S. Hesse26386721st Global Capital Corp. · CRD 30349
Douglas C. Black22437VSR Financial Services, Inc. · CRD 14503
Robert Rebussini1622141Lincoln Financial Advisors Corporation · CRD 3978
William J. Beaudoin2472563Lincoln Financial Advisors Corporation · CRD 3978
Charles Galt2052634Lincoln Financial Advisors Corporation · CRD 3978
Thomas J. Prieur4296010Lincoln Financial Advisors Corporation · CRD 3978
Thomas J. Manzardo2286630Ameriprise Financial Services, Inc. · CRD 6363

Source: Form D, filed Aug 29, 2013. 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, L.L.C. Cranberry Retail Promoter
Venture Exchange, L.L.C. Cranberry Retail Promoter
Capital Corporation Inland Private Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523