Form D · Other Real Estate
Flatirons Self-Storage V DST
Houston, TX · CIK 0001959130
Offering snapshot reported Apr 20, 2023 · SEC filing
- Reported sold
- Yet to sell Offering amount: $68.1M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Apr 20, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Apr 19, 2023 | Amendment | $6,410,256 | $1,442,520vs Dec 27, 2022 | 13 | SEC filing |
| Dec 27, 2022 | Initial | $4,967,736 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.47M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-479471
The Issuer previously conducted a now-concluded separate offering, conducted under the auspices of Rule 506(b) of Regulation D, under which the Issuer made sales of the same class of interests. See the Issuer's Form D filings for additional information.
This estimate assumes the sale of the total offering amount, and also includes amounts paid with respect to the separate, now concluded, offering conducted by the Issuer under Rule 506(b) for the same class of interests.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Insight Investment Advisers LLC | 286497 | |
| McDermott Investment Services, LLC | 154926 | |
| Clark Wealth Strategies, Inc. | 146090 | |
| Emerson Equity LLC | 130032 | |
| RCX Capital Group, LLC | 114290 | |
| Colorado Financial Service Corporation | 104343 | |
| Wealthforge Securities, LLC | 152550 | |
| The Strategic Financial Alliance, Inc. | 126514 | |
| Capulent LLC | 155155 | |
| FNEX Capital, LLC | 166316 | |
| Orchard Securities, LLC | 133378 | |
| Great Point Capital LLC | 114203 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 |
Source: Form D, filed Apr 20, 2023. 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 |
|---|---|
| Jose Bolanos | Director |
| Trevor Brock | Director |
| N/A Flatirons Asset Management, Llc | Director |
| N/A Flatirons Operating, Llc | Director |
| N/A Flatirons Self Storage V Dst Manager, Llc | Director |
| David Hollon | Director |
| Scott Smith | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
10000 Memorial Drive Suite 740
Houston, TX, 77024
Houston, TX, 77024