Form D · Other Real Estate

Flatirons Self-Storage DST

Houston, TX · CIK 0001797614

Offering snapshot reported Apr 23, 2020 · SEC filing

Reported sold
$14.6M
Offering amount: $18.2M
Investors reported
39
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 11, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.28M$14.6MDec 23, 2019: $13,351,590.00Dec 23, 2019Jan 17, 2020: $2,161,605.00Jan 17, 2020Feb 4, 2020: $3,595,689.00Apr 23, 2020: $14,566,997.00Apr 23, 2020

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$3,595,689 → $14,566,997
  • Reported investors11 → 39

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2020Amendment$14,566,997$10,971,308vs Feb 4, 202039SEC filing
Feb 4, 2020Amendment$3,595,689$1,434,084vs Jan 17, 202011SEC filing
Jan 17, 2020Amendment$2,161,605-$11,189,985vs Dec 23, 20196SEC filing
Dec 23, 2019Initial$13,351,590No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.73M (estimated)
Finders' fees
$0
Form D file number
021-356231
This estimate assumes the sale of the total offering amount.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Capulent, LLC155155
WealthForge Securities, LLC152550
Primex29394
Berthel Fisher & Co. Financial Services, Inc.13609
Westpark Capital, Inc.39914
Emerson Equity LLC130032
Arkadios Capital282710
Lion Street Financial, LLC165828
McDermott Investment Services, LLC154926
Thornhill Securities, Inc.22333
Great Point Capital LLC114203
Cabin Securities, Inc.137608
Newbridge Securities Corp.104065
Orchard Securities, LLC133378
Willow Cove Investment Group, Inc.107824

Source: Form D, filed Apr 23, 2020. 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
Jose Bolanos Director
Trevor Brock Director
N/A Flatirons Asset Management, Llc Director
N/A Flatirons Operating, Llc Director
N/A Flatirons Self Storage Dst Trustee, Llc Director
David Hollon Director
Kate Matheny Director, Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
10000 Memorial Drive Suite 740
Houston, TX, 77024