Form D · Other Real Estate
Florida Multifamily Portfolio DST
Oak Brook, IL · CIK 0001741029
Offering snapshot reported Oct 30, 2018 · SEC filing
- Reported sold
- $36.4M Offering amount: $36.5M
- Investors reported
- 113 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 7, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$36,225,160 → $36,438,160
- Reported investors112 → 113
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 30, 2018 | Amendment | $36,438,160 | $213,000vs Oct 4, 2018 | 113 | SEC filing |
| Oct 4, 2018 | Amendment | $36,225,160 | $100,000vs Sep 24, 2018 | 112 | SEC filing |
| Sep 24, 2018 | Amendment | $36,125,160 | $5,249,398vs Sep 12, 2018 | 111 | SEC filing |
| Sep 12, 2018 | Amendment | $30,875,762 | $215,081vs Aug 30, 2018 | 108 | SEC filing |
| Aug 30, 2018 | Amendment | $30,660,681 | $2,431,287vs Aug 16, 2018 | 105 | SEC filing |
| Aug 16, 2018 | Amendment | $28,229,394 | $1,381,058vs Aug 7, 2018 | 94 | SEC filing |
| Aug 7, 2018 | Amendment | $26,848,336 | $4,299,372vs Jul 24, 2018 | 89 | SEC filing |
| Jul 24, 2018 | Amendment | $22,548,964 | $6,620,295vs Jul 10, 2018 | 76 | SEC filing |
| Jul 10, 2018 | Amendment | $15,928,669 | $1,776,049vs Jun 28, 2018 | 59 | SEC filing |
| Jun 28, 2018 | Amendment | $14,152,620 | $5,426,074vs Jun 14, 2018 | 49 | SEC filing |
| Jun 14, 2018 | Amendment | $8,726,546 | $3,131,635vs Jun 6, 2018 | 32 | SEC filing |
| Jun 6, 2018 | Amendment | $5,594,911 | $3,540,000vs May 21, 2018 | 16 | SEC filing |
| May 21, 2018 | Initial | $2,054,911 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.25M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-312908
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fee that may be paid to one or more Related Persons.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Troy Thomas | 4691720 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Peter Finnegan | 1336798 | Huntwicke Securities LLC · CRD 146993 |
| Chris Boynton | 4265211 | 1st Global Capital Corporation · CRD 30349 |
| Corbin Thomas | 4234748 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Inland Securities Corporation | 15807 | |
| James Lamont | 2846228 | Whitehall-Parker Securities, Inc. · CRD 10608 |
| Iaian Filippini | 4708877 | RCX Capital Group LLC · CRD 114290 |
| Scott Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Justin Lowy | 5935993 | Crown Capital Securities L.P. · CRD 6312 |
| David Levinson | 705929 | Westpark Capital Inc · CRD 39914 |
| Biho Cha | 4330839 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Ronald Cole | 1434325 | Colorado Financial Service Corp · CRD 104343 |
| John Jenkins | 1163851 | Arete Wealth Management, LLC. · CRD 44856 |
| Edward Fernandez | 2956661 | Capulent LLC · CRD 155155 |
| David Dahill | 6581024 | WealthForge Securities LLC · CRD 152550 |
| Timothy Whipple | 2829688 | DFPG Investments, Inc. · CRD 155576 |
| Alexander Haviland | 6364128 | DFPG Investments, Inc. · CRD 155576 |
| Jeff Graumlich | 4816380 | Colorado Financial Service Corp · CRD 104343 |
| Brian Kampbell | 4211321 | Voya Financial Advisors · CRD 2882 |
| Adam Bryan | 5443986 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Trawnegan Gall | 6266415 | Sandlapper Securities, LLC · CRD 137906 |
| Christina Nielson | 4866971 | Primex Prime Electronic Execution Inc · CRD 29394 |
| Mark Gopen | 2989672 | National Securities Corp. · CRD 7569 |
| Brian Vosberg | 4476509 | Centaurus Financial, Inc. · CRD 30833 |
| James Watkins | 4972335 | Simmons First Investment Group Inc · CRD 47439 |
| Shelley Cole | 2554859 | Voya Financial Advisors · CRD 2882 |
| Robert Charlton | 4410333 | 1st Global Capital Corporation · CRD 30349 |
| Ivan West | 4921015 | Westpark Capital Inc · CRD 39914 |
| Evan Dickens | 6001407 | 1st Global Capital Corporation · CRD 30349 |
| Thomas Paine | 2285372 | Centaurus Financial, Inc. · CRD 30833 |
| Dan Werry | 4721789 | Lighthouse Capital Group LLC · CRD 169135 |
| Michael Franklin | 5390262 | DFPG Investments, Inc. · CRD 155576 |
| Lois Leynse | 2949395 | H.D. Vest Investment Securites Inc · CRD 13686 |
| Andres Ichaso | 6265351 | Lighthouse Capital Group LLC · CRD 169135 |
| Dinesh Gupta | 6469999 | Lightpath Capital Inc. · CRD 34617 |
| Grant Conness | 4778193 | Madison Avenue Securities, LLC · CRD 23224 |
| Kyle Imholte | 5448950 | 1st Global Capital Corporation · CRD 30349 |
| Konstantin Chrenow | 4175488 | Kovack Securities, Inc. · CRD 44848 |
| Jeffrey Bangerter | 1687028 | Berthel Fisher & Co Financial Svcs · CRD 13609 |
| Jody Otto | 1587943 | Securities America Inc. · CRD 10205 |
| Ronald Pompei | 1439110 | Crown Capital Securities LP · CRD 6312 |
| Stephen Holt | 5900842 | Lighthouse Capital Group LLC · CRD 169135 |
| Douglas Langley | 4177405 | 1st Global Capital Corporation · CRD 30349 |
| Nir Regev | 1847410 | DFPG Investments, Inc. · CRD 155576 |
| John Vento | 2082971 | H.D Vest Investment Securities Inc · CRD 13686 |
| Lynn Rotz | 5884398 | 1st Global Capital Corporation · CRD 30349 |
| Timur Mezhlumov | 3194023 | H.D Vest Investment Securities Inc · CRD 13686 |
| Ryan Haag | 2432783 | Lincoln Financial Advisors · CRD 3978 |
| Terry Shea | 1654953 | Whitehall-Parker Securities Inc. · CRD 10608 |
| Keith Patterson | 2131574 | Investacorp, Inc · CRD 7684 |
| Jason McMurtry | 2871788 | Westpark Capital Inc · CRD 39914 |
| James Walesa | 1061209 | Triad Advisors, Inc · CRD 118583 |
| Barbara Larson | 3069515 | H.D. Vest Investment Securites Inc · CRD 13686 |
| John Azzara | 1050458 | Lincoln Financial Securities Corp · CRD 3870 |
| Andrew Martz | 5118326 | Western International Secs Inc · CRD 39262 |
| Eric Bicknese | 2829451 | Nationwide Planning Associates, Inc · CRD 31029 |
| Adam Young | 6640146 | Nationwide Planning Associates, · CRD 31029 |
| Carmen Morrone | 1898874 | Investacorp, Inc. · CRD 7684 |
| Marcel Pahmer | 4565391 | Centaurus Financial, Inc. · CRD 30833 |
| Roger Gamble | 1577458 | Client One Securities LLC · CRD 152974 |
| James Parry | 1877092 | Triad Advisors, Inc · CRD 118583 |
| Edward Waldron | 2216457 | Lincoln Financial Advisors · CRD 3978 |
| Bryan Decker | 5527656 | 1st Global Capital Corporation · CRD 30349 |
| Wil Felix | 2693672 | Primex Prime Electronic Execution Inc · CRD 29394 |
| Joshua Koehnen | 4551444 | Independent Financial Group, LLC · CRD 7717 |
| George Vieth | 1925999 | Voya Financial Advisors · CRD 2882 |
| Peter Mc Neil | 4378567 | Concorde Investment Services, LLC · CRD 151604 |
| Christopher Halbleib | 6369710 | H.D. Vest Investment Securites Inc · CRD 13686 |
| Jared Sutton | 5600742 | Voya Financial Advisors · CRD 2882 |
| John Chess | 4812430 | Investacorp, Inc. · CRD 7584 |
| Patrick Conway | 1337831 | Investacorp, Inc. · CRD 7584 |
| Rohn Hein | 1386094 | American Portfolio Financial Svcs · CRD 18487 |
| Carl Worden | 3130121 | Centaurus Financial, Inc. · CRD 30833 |
| Warren Thomas | 2299254 | Lighthouse Capital Group LLC · CRD 169135 |
Source: Form D, filed Oct 30, 2018. 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 Florida Multifamily Exchange, Llc | Executive |
| N/A Florida Multifamily Portfolio, Llc | Executive |
| Daniel L Goodwin | Director |
| N/A Inland Private Capital Corporation | Executive |
| Keith D Lampi | Executive |
| Catherine S Lynch | Director |
| Roberta S Matlin | Director |
| Robert D Parks | Director |
| Mitchell A Sabshon | Director |
| Rahul Sehgal | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
C/ Inland Private Capital Corporation 2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523