Form D · Other Real Estate

Denver Multifamily Portfolio DST

Oak Brook, IL · CIK 0001651314

Offering snapshot reported Dec 29, 2015 · SEC filing

Reported sold
$9.2M
Offering amount: $9.2M
Investors reported
43
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 27, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.6M$9.2MSep 3, 2015: $410,000.00Sep 3, 2015Dec 29, 2015: $9,198,099.00Dec 29, 2015

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$410,000 → $9,198,099
  • Reported investors2 → 43

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2015Amendment$9,198,099$8,788,099vs Sep 3, 201543SEC filing
Sep 3, 2015Initial$410,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$727K (estimated)
Finders' fees
$0
Form D file number
021-247030
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Chay Lapin6275140Colorado Financial Service Corporation · CRD 104343
Dwight Kay5376903Colorado Financial Service Corporation · CRD 104343
Jason Salmon6081963Colorado Financial Service Corporation · CRD 104343
Bruce A. Carroll1319858Harbour Investments Inc. · CRD 19258
Jennifer Homman4303375Harbour Investments Inc. · CRD 19258
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Michael Bendix5379777DFPG Investments Inc. · CRD 155576
Joseph R. Broadbent3132498DFPG Investments Inc. · CRD 155576
Craig M. Rollins1896698DFPG Investments Inc. · CRD 155576
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Tomas Velken1600404Sigma Financial Corporation · CRD 14303
Joral Schmalle4491484Sigma Financial Corporation · CRD 14303
Michael Newton2185103Investment Planners Inc. · CRD 18557
Thomas J. Ealy863042Investment Planners Inc. · CRD 18557
Christina Nielson4866971Primex · CRD 29394
Peter A. Finnegan1336798Phalanx Trading LLC · CRD 146993
Peter Fisher1259923Investacorp Inc. · CRD 7684
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Leon Rousso1012746Centaurus Financial Inc. · CRD 30833
Carol Holm1178157Centaurus Financial Inc. · CRD 30833
Robert A. Horning2311640Centaurus Financial Inc. · CRD 30833
Robert Charlton44103331st Global Capital Corp. · CRD 30349
W. Aubrey Morrow836500Independent Financial Group LLC · CRD 7717
Frank Kuiper1774282Independent Financial Group · CRD 7717
Eric Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Darren Whissen4716755Shopoff Securities Inc. · CRD 142866

Source: Form D, filed Dec 29, 2015. 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 Denver Multifamily Portfolio Exchange, L.L.C. Executive
N/A Denver Multifamily Portfolio, 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