Form D · Other Real Estate
Florida Multifamily Portfolio II DST
Oak Brook, IL · CIK 0001747750
Offering snapshot reported Jun 7, 2019 · SEC filing
- Reported sold
- $98M Offering amount: $98.5M
- Investors reported
- 232 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 16, 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$97,210,958 → $97,975,419
- Reported investors230 → 232
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 7, 2019 | Amendment | $97,975,419 | $764,461vs Apr 16, 2019 | 232 | SEC filing |
| Apr 16, 2019 | Amendment | $97,210,958 | $101,502vs Apr 3, 2019 | 230 | SEC filing |
| Apr 3, 2019 | Amendment | $97,109,456 | $281,732vs Mar 20, 2019 | 229 | SEC filing |
| Mar 20, 2019 | Amendment | $96,827,724 | $316,631vs Mar 7, 2019 | 228 | SEC filing |
| Mar 7, 2019 | Amendment | $96,511,093 | $928,852vs Feb 20, 2019 | 227 | SEC filing |
| Feb 20, 2019 | Amendment | $95,582,241 | $1,404,815vs Jan 29, 2019 | 226 | SEC filing |
| Jan 29, 2019 | Amendment | $94,177,426 | $1,204,040vs Jan 16, 2019 | 224 | SEC filing |
| Jan 16, 2019 | Amendment | $92,973,386 | $206,006vs Jan 4, 2019 | 220 | SEC filing |
| Jan 4, 2019 | Amendment | $92,767,380 | $2,057,635vs Dec 21, 2018 | 219 | SEC filing |
| Dec 21, 2018 | Amendment | $90,709,745 | $1,807,653vs Dec 12, 2018 | 212 | SEC filing |
| Dec 12, 2018 | Amendment | $88,902,092 | $1,756,179vs Nov 29, 2018 | 206 | SEC filing |
| Nov 29, 2018 | Amendment | $87,145,913 | No comparison | 202 | SEC filing |
| Nov 7, 2018 | Amendment | $78,403,618 | $0vs Oct 30, 2018 | 180 | SEC filing |
| Oct 30, 2018 | Amendment | $78,403,618 | $17,046,068vs Oct 17, 2018 | 180 | SEC filing |
| Oct 17, 2018 | Amendment | $61,357,550 | $10,846,681vs Oct 4, 2018 | 157 | SEC filing |
| Oct 4, 2018 | Amendment | $50,510,869 | $12,537,319vs Sep 21, 2018 | 122 | SEC filing |
| Sep 21, 2018 | Amendment | $37,973,550 | $14,740,439vs Sep 12, 2018 | 95 | SEC filing |
| Sep 12, 2018 | Amendment | $23,233,111 | $4,636,191vs Aug 29, 2018 | 64 | SEC filing |
| Aug 29, 2018 | Amendment | $18,596,920 | $9,412,602vs Aug 16, 2018 | 53 | SEC filing |
| Aug 16, 2018 | Amendment | $9,184,318 | $6,705,742vs Aug 7, 2018 | 25 | SEC filing |
| Aug 7, 2018 | Amendment | $2,478,576 | $2,004,073vs Jul 24, 2018 | 10 | SEC filing |
| Jul 24, 2018 | Initial | $474,503 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $8.76M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-317612
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 |
|---|---|---|
| Debra Schleining | 2768752 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Jason McMurtry | 2871788 | Westpark Capital Inc · CRD 39914 |
| Edward Fernandez | 2956661 | Capulent LLC · CRD 155155 |
| Curt Smiley | 4443310 | Primex Prime Electronic Execution Inc · CRD 29394 |
| David Levinson | 705929 | Westpark Capital Inc · CRD 39914 |
| Troy Thomas | 4691720 | Mc Dermott Investment Services, LLC · CRD 154926 |
| John Uyeki | 2084506 | Infinex Investments Inc · CRD 35371 |
| Kirk Dobson | 4049865 | Ameritas Investment Corp. · CRD 14869 |
| Andrew Pesha | 2316590 | Questar Capital Corp. · CRD 43100 |
| Gali Horev | 5138931 | Dempsey Lord Smith, LLC · CRD 141238 |
| Jennifer Jost | 5020750 | Ameritas Investment Corp. · CRD 14869 |
| Paul Getty | 6470002 | Lightpath Capital Inc. · CRD 34617 |
| John Powell | 1196945 | Calton & Associates · CRD 20999 |
| Coleman Goldsmith | 224447 | Sandlapper Securities, LLC · CRD 137906 |
| Brian Herking | 4592871 | Sandlapper Securities, LLC · CRD 137906 |
| Jeff Vollmer | 4370544 | Sandlapper Securities, LLC · CRD 137906 |
| Matt Rubis | 5863109 | Parkland Securities, LLC · CRD 115368 |
| Donald Meredith | 1867703 | Lightpath Capital Inc. · CRD 34617 |
| Kerri Sullivan-Kreiss | 2141713 | Commonwealth Financial Network · CRD 8032 |
| Gene Alvin Brehm | 2815437 | Saxony Securities · CRD 115547 |
| Daniel Moskowitz | 4119468 | FSC Securities Corporation · CRD 7461 |
| Christina Nielson | 4866971 | Primex Prime Electronic Execution Inc · CRD 29394 |
| Kraig Mickelsen | 2845238 | Ausdal Financial Partners, Inc. · CRD 7995 |
| Trawnegan Gall | 6266415 | Sandlapper Securities, LLC · CRD 137906 |
| Stacey Morimoto | 4420782 | DFPG Investments, Inc. · CRD 155576 |
| Mark Cosenza | 2499649 | RCX Capital Group LLC · CRD 114290 |
| David Eurton | 3203522 | Westpark Capital Inc · CRD 39914 |
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Matthew Myers | 2506930 | Private Client Services LLC · CRD 120222 |
| Josephine Buck | 2887883 | Cetera Advisor Networks, LLC · CRD 13572 |
| Dawn Campbell | 2214340 | Colorado Financial Service Corp · CRD 104343 |
| Timothy Tracy | 1629392 | NPB Financial Group, LLC · CRD 137743 |
| David Kramer | 502322 | Cetera Advisors, LLC · CRD 10299 |
| Samuel Julian | 4488869 | Ausdal Financial Partners, Inc. · CRD 7995 |
| Diana Fletcher | 2203146 | Vanderbilt Securities, LLC · CRD 5953 |
| Kenneth Barroga | 2288752 | Crown Capital Securities L.P. · CRD 6312 |
| Sagepoint Financial, Inc. | 133763 | Sagepoint Financial, Inc. · CRD 133763 |
| Matthew Hickey | 1538384 | First Allied Securities, Inc · CRD 32444 |
| Thomas Karsten | 2305465 | BD4RIA INC · CRD 290240 |
| Wayne Bernardo | 1005142 | Securities America Inc. · CRD 10205 |
| Darrach Bourke | 5255413 | Emerson Equity LLC · CRD 130032 |
| Jason Salmon | 6081963 | WealthForge Securities LLC · CRD 152550 |
| Ronald Wicklace | 1433443 | FSC Securities Corporation · CRD 7461 |
| Dean Burchett | 35348 | Crown Capital Securities L.P. · CRD 6312 |
| Lynette Atchley | 4083297 | Cetera Financial Specialists LLC · CRD 10299 |
| Douglas T Charney | 1838995 | Prospera Financial Services, Inc · CRD 10740 |
| Frederic Cassivi | 5845151 | Prospera Financial Services, Inc · CRD 10740 |
| David Mowatt | 1098942 | Independent Financial Group, LLC · CRD 7717 |
| Elizabeth Friant | 2122446 | WealthForge Securities LLC · CRD 152550 |
| Shawn Valentine | 4632973 | Calton & Associates · CRD 20999 |
| William Toft | 1226753 | Feltl & Company · CRD 6905 |
| Aaron Broz | 4685895 | Securities America Inc. · CRD 10205 |
| Jeffrey McKay | 818303 | Voya Financial Advisors · CRD 2882 |
| Anthony Brown | 6900485 | DFPG Investments, Inc. · CRD 155576 |
| Stephen Swarbrick | 2444058 | Questar Capital Corp. · CRD 43100 |
| Jeffrey Baker | 2102752 | Vanderbilt Securities, LLC · CRD 5953 |
| Duane Swanson | 1456892 | Voya Financial Advisors · CRD 2882 |
| Jordon Wold | 6269961 | Voya Financial Advisors · CRD 2882 |
| Michael Ludwin | 2426244 | Infinex Investments Inc · CRD 35371 |
| Concorde Investment Services, LLC | 151604 | Concorde Investment Services, LLC · CRD 151604 |
| Triad Advisors, Inc. | 118583 | Triad Advisors, Inc. · CRD 118583 |
| Cambridge Investment Research | 39543 | Cambridge Investment Research · CRD 39543 |
| Investacorp, Inc. | 7684 | Investacorp, Inc. · CRD 7684 |
| Lincoln Financial Advisors | 3978 | Lincoln Financial Advisors · CRD 3978 |
| Royal Alliance Associates, Inc. | 23131 | Royal Alliance Associates, Inc. · CRD 23131 |
| Summit Brokerage Services, Inc | 34643 | Summit Brokerage Services, Inc · CRD 34643 |
| 1st Global Capital Corporation | 30349 | 1st Global Capital Corporation · CRD 30349 |
| Alfred Polizzotto | 2808987 | Commonwealth Financial Network · CRD 8032 |
| H.D. Vest Investment Securites Inc | 13686 | H.D. Vest Investment Securites Inc · CRD 13686 |
| Bhagwati Mahendru | 2360416 | First Allied Securities Inc · CRD 32444 |
| Spencer Weston | 1482772 | Questar Capital Corp. · CRD 43100 |
| RCX Capital Group LLC | 114290 | RCX Capital Group LLC · CRD 114290 |
| Justin Lowy | 5935993 | Crown Capital Securities L.P · CRD 6312 |
| Eric Bicknese | 2829451 | Nationwide Planning Associates, Inc · CRD 31029 |
| Robert Horning | 2311640 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Richard Kiesel | 4418699 | Securities America Inc · CRD 10205 |
| Monroe Diefendorf | 805205 | Vanderbilt Securities · CRD 5953 |
| Jacob Tujian | 4605467 | Independent Financial Group, LLC · CRD 7717 |
| David Vileno | 5848435 | American Portfolios Financial Svcs · CRD 18487 |
| Maxwell Phillips | 4953387 | Sagepoint Financial, Inc. · CRD 133763 |
| Thomas Kieffer | 1531908 | Ibn Financial Services, Inc · CRD 42360 |
| Bennett Ely | 721298 | Calton & Associates · CRD 20999 |
| Tom Velken | 1600404 | Sigma Financial Corporation · CRD 14303 |
| Melinda Olbert | 2893793 | Cetera Advisors, LLC · CRD 10299 |
| Christopher Riel | 6222615 | Ameritas Investment Corp. · CRD 14869 |
| Yong Chang | 4440739 | Independent Financial Group, LLC · CRD 7717 |
| Jung(Josh) Lee | 4410932 | Independent Financial Group, LL · CRD 7717 |
| Dieter Thurow | 1435375 | NPB Financial Group, LLC · CRD 137743 |
| Marc Barretta | 2775578 | Vanderbilt Securities, LLC · CRD 5953 |
| Stevan Gates | 2436434 | Securities America Inc. · CRD 10205 |
| Jared Sutton | 5600742 | Voya Financial Advisors · CRD 2882 |
| Scott Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Anthony Urban | 3181241 | FSC Securities Corporation · CRD 7461 |
| Barry Ozer | 5727882 | FSC Securities Corporation · CRD 7461 |
| Michael Feldman | 1200174 | APW Capital Inc · CRD 43814 |
| Kevin Hughes | 1073729 | Westpark Capital Inc · CRD 39914 |
| Jorge Alfonso | 4728979 | Infinex Investments Inc · CRD 35371 |
| David Dahill | 6581024 | WealthForge Securities LLC · CRD 152550 |
| Adam Bryan | 5443986 | Mc Dermott Investment Services, LLC · CRD 154926 |
| Jesus Quezada | 5117930 | Crown Capital Securities LP · CRD 6312 |
| Not reported |
Source: Form D, filed Jun 7, 2019. 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 Portfolio Ii Exchange, Llc | Executive |
| N/A Florida Multifamily Portfolio Ii, Llc | Executive |
| Daniel L Goodwin | Director |
| N/A Inland Private Capital Corporation | Executive |
| Keith D Lampi | Executive |
| Catherine L 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