Form D · Other Real Estate
Family Discount Portfolio II DST
Oak Brook, IL · CIK 0001624297
Offering snapshot reported Aug 7, 2015 · SEC filing
- Reported sold
- $8.02M Offering amount: $8.02M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 24, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2015 | Initial | $8,019,840 | No comparison | 15 | SEC filing |
| Nov 6, 2014 | Initial | $182,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $593K
- Finders' fees
- $0
- Form D file number
- 021-245283
Amount includes selling commissions, dealer fee and placement agent fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| David B. Levinson | 705929 | Newport Coast Securities Inc. · CRD 16944 |
| Edwin T. Suzuki | 4851317 | Newport Coast Securities Inc. · CRD 16944 |
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Eric J. Schindler | 1439999 | Cetera Advisors LLC · CRD 10299 |
| Robert M. Cheney | 2825660 | First Allied Securities Inc. · CRD 32444 |
| Jeremy N. Swank | 3168639 | Summit Brokerage Services Inc. · CRD 34643 |
| Robert J. Binkele | 2393598 | J.P. Turner & Company LLC · CRD 43177 |
| Mark T. Maund | 3012539 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Allen G. Yee | 1934271 | First Allied Securities Inc. · CRD 32444 |
| Joseph A. Nugent | 4019776 | Concorde Investment Services LLC · CRD 151604 |
| Marc G. Linsky | 1450006 | Summit Brokerage Services LLC · CRD 34643 |
| Thomas D. Sanders | 1280319 | Cambridge Investment Research Inc. · CRD 39543 |
| Patrick L. Horn | 2559951 | First Allied Securities Inc. · CRD 32444 |
Source: Form D, filed Aug 7, 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.
| Name | Reported role |
|---|---|
| N/A Family Discount Portfolio Ii Exchange, L.L.C. | Executive |
| N/A Family Discount Portfolio Ii, 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
Oak Brook, IL, 60523