Form D · Other Real Estate

Family Discount Portfolio III DST

Oak Brook, IL · CIK 0001624296

Offering snapshot reported May 8, 2015 · SEC filing

Reported sold
$9.63M
Offering amount: $9.63M
Investors reported
20
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 27, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.81M$9.63MNov 6, 2014: $77,789.00Nov 6, 2014May 8, 2015: $9,627,626.00May 8, 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$77,789 → $9,627,626
  • Reported investors1 → 20

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2015Amendment$9,627,626$9,549,837vs Nov 6, 201420SEC filing
Nov 6, 2014Initial$77,789No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$712K
Finders' fees
$0
Form D file number
021-227816
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Edwin T. Suzuki4851317Newport Coast Securities Inc. · CRD 16944
Jeremy Swank3168639Summit Brokerage Services Inc. · CRD 34643
Robert J. Binkele2393598J.P. Turner & Company LLC · CRD 43177
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Alan N. Lichtenstein1877017J.P. Turner & Company LLC · CRD 43177
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
Mark T. Maund3012539Purshe Kaplan Sterling Investments · CRD 35747
Patrick L. Horn2559951First Allied Securities Inc. · CRD 32444
Danny W. Mann1195319Cetera Advisor Networks LLC · CRD 13572
Jonna Keller1983864Sigma Financial Corporation · CRD 14303
Bryce A. Hamilton4296113J.P. Turner & Company, LLC · CRD 43177
David Levinson705929Newport Coast Securities Inc. · CRD 16944
William J. Connaker5853942Newport Coast Securities Inc. · CRD 16944
William J. Marco1490759First Allied Securities Inc. · CRD 32444
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807

Source: Form D, filed May 8, 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 Family Discount Portfolio Iii Exchange, L.L.C. Executive
N/A Family Discount Portfolio Iii, 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