Form D · Other Real Estate

FL-NY Multifamily Portfolio DST

Oak Brook, IL · CIK 0001666257

Offering snapshot reported Sep 15, 2016 · SEC filing

Reported sold
$61.2M
Offering amount: $61.2M
Investors reported
131
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 10, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$30.6M$61.2MFeb 16, 2016: $500,000.00Feb 16, 2016Sep 15, 2016: $61,151,443.00Sep 15, 2016

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$500,000 → $61,151,443
  • Reported investors1 → 131

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2016Amendment$61,151,443$60,651,443vs Feb 16, 2016131SEC filing
Feb 16, 2016Initial$500,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.83M (estimated)
Finders' fees
$0
Form D file number
021-257555
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Corbin Thomas4234748McDermott Investment Services LLC · CRD 154926
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
DFPG Investments Inc.155576DFPG investments Inc. · CRD 155576
Colorado Financial Service Corporation104343Colorado Financial Service Corporation · CRD 104343
Sagepoint Financial Inc.133763Sagepoint Financial Inc. · CRD 133763
Brian E. Kampbell4211321Voya Financial Advisors Inc. · CRD 2882
James A. Parry Sr.1877092Triad Advisors Inc. · CRD 25803
Dennis P. Clark1727564Royal Alliance Associates Inc. · CRD 23131
Frank G. Giangrande1032105Royal Alliance Associates Inc. · CRD 23131
Richard Park III4557055Royal Alliance Associates Inc. · CRD 23131
Melinda L. Olbert2893793Investors Capital Corp. · CRD 30613
Neil McAuliffe1787693Crown Capital Securities LP · CRD 6312
John S. Weiss1097536Crown Capital Securities LP · CRD 6312
Michael G. Culwell5989109Emerson Equity LLC · CRD 130032
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Christina S. Nielson4866971Primex · CRD 29394
Douglas A. Henrickson869607Triad Advisors Inc. · CRD 25803
James T. Walesa1061209Triad Advisors Inc. · CRD 25803
Timothy R. Tehan3230535Triad Advisors Inc. · CRD 25803
David S. Mowatt1098942Independent Financial Group LLC · CRD 7717
Rich Zuvella5207826Sigma Financial Corporation · CRD 14303
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Trawnegan Gall6266415Sandlapper Securities LLC · CRD 137906
Robert L. Boggess5007422Sandlapper Securities LLC · CRD 137906
David W. Young III2423111Commonwealth Financial Network · CRD 8032
Jeffrey J. McKay818303Voya Financial Advisors Inc. · CRD 2882
John G. Chess4812430Investacorp Inc. · CRD 7684
Patrick R. Conway1337831Investacorp Inc. · CRD 7684
Gregory Vanderburgh4649983United Planners Financial Services of America · CRD 20804
Brad Kelley2206247United Planners Financial Services of America · CRD 20804
William J. Brown1056215American Portfolios Financial Services Inc. · CRD 18487
Steven I. Kolinsky1090913American Portfolios Financial Services Inc. · CRD 18487
Kirk D. Dobson4049865Ameritas Investment Corp. · CRD 14869
Ryan G. Malfitano5557067Ameritas Investment Corp. · CRD 14869
Robert R. Tweed2339324Cabot Lodge Securities LLC · CRD 159712
David Levinson705929Newport Coast Securities · CRD 16944
Glenn Keen1342526The Strategic Financial Alliance Inc. · CRD 126514
Lincoln Financial Advisors Corporation3978Lincoln Financial Advisors Corporation · CRD 3978
Kenneth M. Weinstein2096987HD Vest Investment Services · CRD 13686
Centaurus Financial Inc.30833Centaurus Financial Inc. · CRD 30833
Mark R. Baran870541EDI Financial Inc. · CRD 15699
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Gary R. Hancock Sr.4701161Whitehall-Parker Securities Inc. · CRD 10608
Michael L. Karapetian2904615Kovack Securities Inc. · CRD 44848
David J. Peterson711464Cetera Advisors LLC · CRD 10299
Robert P. Milligan4004228Cetera Advisors LLC · CRD 10299
Christopher P. Mackenzie4164821Investment Planners Inc. · CRD 18557
Michael Shane Sullivan2806909Girard Securities Inc. · CRD 18697
Edward J. Sokolosky430187Girard Securities Inc. · CRD 18697
Peter A. Finnegan1336798Huntwicke Securities LLC · CRD 146993
Brian W. Distler4823861Cetera Advisor Networks LLC · CRD 13572

Source: Form D, filed Sep 15, 2016. 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 Fl Ny Multifamily Portfolio Exchange, L.L.C. Executive
N/A Fl Ny 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