Form D · Other Real Estate

CW Pharmacy I DST

Oak Brook, IL · CIK 0001550184

Offering snapshot reported Oct 30, 2012 · SEC filing

Reported sold
$18M
Offering amount: $18M
Investors reported
71
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 14, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.99M$18MMay 25, 2012: $965,672.00May 25, 2012Jun 8, 2012: $1,798,096.00Jun 27, 2012: $3,851,877.00Jul 11, 2012: $8,722,292.00Jul 24, 2012: $11,391,077.00Aug 9, 2012: $15,629,769.00Sep 4, 2012: $17,093,933.00Oct 30, 2012: $17,977,380.00Oct 30, 2012

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$17,093,933 → $17,977,380
  • Reported investors66 → 71

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 30, 2012Amendment$17,977,380$883,447vs Sep 4, 201271SEC filing
Sep 4, 2012Amendment$17,093,933$1,464,164vs Aug 9, 201266SEC filing
Aug 9, 2012Amendment$15,629,769$4,238,692vs Jul 24, 201258SEC filing
Jul 24, 2012Amendment$11,391,077$2,668,785vs Jul 11, 201245SEC filing
Jul 11, 2012Amendment$8,722,292$4,870,415vs Jun 27, 201236SEC filing
Jun 27, 2012Amendment$3,851,877$2,053,781vs Jun 8, 201217SEC filing
Jun 8, 2012Amendment$1,798,096$832,424vs May 25, 20129SEC filing
May 25, 2012Initial$965,672No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$1.26M (estimated)
Finders' fees
$0
Form D file number
021-178860
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
Christopher G. Conness4778193G.F. Investment Services, LLC · CRD 132939
Vic V. Mullett4656976Centaurus Financial, Inc. · CRD 30833
Peter Fisher1259923Investacorp, Inc. · CRD 7684
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Douglas L. Hall16799981st Global Capital Corp. · CRD 30349
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
Jeffery W. Graumlich4816380Sigma Financial Corporation · CRD 14303
Peter M. Maris2177794Securities Service Network, Inc. · CRD 13318
Gary L. Ackerman4668422Centaurus Financial, Inc. · CRD 30833
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
William A. Meloy1653157Proequities, Inc. · CRD 15708
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Alan J. Schryer1847282Money Concepts Capital Corp · CRD 12963
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Bryon E. Martinsen1621649Centaurus Financial, Inc. · CRD 30833
Richard W. Brown1595628Summit Brokerage Services, Inc. · CRD 34643
Troy Thomas4691720Centaurus Financial, Inc. · CRD 30833
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Dwight K. Kay5376903Independent Financial Group, LLC · CRD 7717
Eric J. Schindler1439999Multi-Financial Securities Corporation · CRD 10299
James D. Goodland2385266Cambridge Investment Research, Inc. · CRD 39543
Raymond W. Harrison2287436Proequities, Inc. · CRD 15708
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
Emily M. Lafferty2888481Lincoln Financial Advisors Corporation · CRD 3978
Kenneth M. Chong2972285Sigma Financial Corporation · CRD 14303
Dana K. Graves2811852LPL Financial LLC · CRD 6413
Louis F. Batmale4072017LPL Financial LLC · CRD 6413
Michael Stieglitz46237881st Global Capital Corp. · CRD 30349
James M. Poindexter1867899Centaurus Financial, Inc. · CRD 30833
Jeffrey B. Baker2102752Vanderbilt Securities, LLC · CRD 5953
Matthew T. Laverone4908896Financial Network Investment Corporation · CRD 13572
Jeffrey A. Gore2844692LPL Financial LLC · CRD 6413
Edward R. Lara302498Lara, Shull & May, LLC · CRD 145589
Shawn W. Dunnigan1967001LPL Financial LLC · CRD 6413
John T. Eschels202236Proequities, Inc. · CRD 15708
Daniel L. Whittenburg2181920Lincoln Financial Advisors Corporation · CRD 3978
Michael J. Lerner2627709LPL Financial LLC · CRD 6413
Tyrone H. Wynfield1341666Hagen Securities, Inc. · CRD 27353
Ryan P. Vaughn4727701Proequities, Inc. · CRD 15708
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Jeffrey S. Anderson28969081st Global Capital Corp. · CRD 30349
David N. Chazin4506422Lincoln Financial Advisors Corporation · CRD 3978
Michael A. DiPietro2811047Centaurus Financial, Inc. · CRD 30833
Magdalena J. Georgopoulos4517398LPL Financial LLC · CRD 6413
Mark A. Welch1272729LPL Financial LLC · CRD 6413
Michael W. Newton2185103Investment Planners, Inc. · CRD 18557
Dane C. Streeter4613533LPL Financial LLC · CRD 6413
Phillip H. Lafler2844926Sandlapper Securities, LLC · CRD 137906
Gilbert R. Hawkins240165LPL Financial LLC · CRD 6413

Source: Form D, filed Oct 30, 2012. 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
I, L.L.C. Cw Pharmacy Promoter
Exchange, L.L.C. Cw Pharmacy I 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