Form D · Other Real Estate

Family Discount Portfolio DST

Oak Brook, IL · CIK 0001561229

Offering snapshot reported May 23, 2013 · SEC filing

Reported sold
$5.56M
Offering amount: $5.56M
Investors reported
32
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 12, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.78M$5.56MNov 15, 2012: $657,310.00Nov 15, 2012Dec 12, 2012: $758,310.00Dec 28, 2012: $1,424,474.00Feb 12, 2013: $1,904,474.00Feb 27, 2013: $3,011,986.00Mar 14, 2013: $4,227,075.00May 23, 2013: $5,557,102.00May 23, 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$4,227,075 → $5,557,102
  • Reported investors24 → 32

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 23, 2013Amendment$5,557,102$1,330,027vs Mar 14, 201332SEC filing
Mar 14, 2013Amendment$4,227,075$1,215,089vs Feb 27, 201324SEC filing
Feb 27, 2013Amendment$3,011,986$1,107,512vs Feb 12, 201314SEC filing
Feb 12, 2013Amendment$1,904,474$480,000vs Dec 28, 20128SEC filing
Dec 28, 2012Amendment$1,424,474$666,164vs Dec 12, 20124SEC filing
Dec 12, 2012Amendment$758,310$101,000vs Nov 15, 20122SEC filing
Nov 15, 2012Initial$657,310No comparison1SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$389K (estimated)
Finders' fees
$0
Form D file number
021-187053
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
Bruce S. Birke1671284Accelerated Capital Corp. · CRD 41270
Timothy A. Romig1101718Kalos Capital, Inc. · CRD 44337
Wolfgang H. Remkes1218228Royal Alliance Associates, Inc. · CRD 23131
Danny R. Hughes44193651st Global Capital Corp. · CRD 30349
Anand M. Savur1809528Proequities, Inc. · CRD 15708
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
John G. Chess4812430Investacorp, Inc. · CRD 7684
Michael D. Shinault40986261st Global Capital Corp. · CRD 30349
John M. Hessyoder1524518Proequities, Inc. · CRD 15708
Shirley J. Ju1612247McDermott Investment Services, LLC · CRD 154926
Gene A. Brehm28154371st Global Capital Corp. · CRD 30349
Karen Y. Holmes29352011st Global Capital Corp. · CRD 30349
Timothy J. Mahalak2593524Commonwealth Financial Network · CRD 8032
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Peter J. Glaab, Jr.222558Sigma Financial Corporation · CRD 14303
Christopher W. Light5000150Bruce A. Lefavi Securities, Inc. · CRD 10684
Daniel T. Hawtree1578583Sigma Financial Corporation · CRD 14303
Ryan T. Wilson4955717Transamerica Financial Advisors, Inc. · CRD 16164
Bert L. Falley, II23096311st Global Capital Corp. · CRD 30349
Joseph R. Weinbauer2714070Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Jeffrey B. Baker2102752Vanderbilt Securities, LLC · CRD 5953
Ryan P. Vaughn4727701Proequities, Inc. · CRD 15708
Douglas W. Studer4440047Prime Capital Services, Inc. · CRD 18334
Edik Eskandarian4053917Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Janet A. Metzinger1339247Transamerica Financial Advisors, Inc. · CRD 16164
Rick D. Slone5354167Transamerica Financial Advisors, Inc. · CRD 16164

Source: Form D, filed May 23, 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
Discount, L.L.C. Atlanta Promoter
Portfolio Exchange, L.L.C. Family Discount Promoter
Capital Corporation Inland Private Promoter
Keith Lampi Executive
Discount, L.L.C. Lawrenceville Promoter
Discount, L.L.C. San Antonio Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523