Form D · Other Real Estate
Indianapolis Multifamily DST
Oak Brook, IL · CIK 0001623683
Offering snapshot reported Jul 9, 2015 · SEC filing
- Reported sold
- $26M Offering amount: $26M
- Investors reported
- 93 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 18, 2014 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$620,953 → $25,981,840
- Reported investors1 → 93
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 9, 2015 | Amendment | $25,981,840 | $25,360,887vs Nov 25, 2014 | 93 | SEC filing |
| Nov 25, 2014 | Amendment | $620,953 | $0vs Nov 21, 2014 | 1 | SEC filing |
| Nov 21, 2014 | Initial | $620,953 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.25M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-228874
Amount includes selling commissions, dealer fee and placement agent fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Richard Schwartz | 2037308 | National Securities Corporation · CRD 7569 |
| Lisa Sherman | 1259510 | National Securities Corporation · CRD 7569 |
| Gregory Scrydloff | 2088063 | National Securities Corporation · CRD 7569 |
| Scott Sheehan | 2328614 | DFPG Investments Inc. · CRD 155576 |
| Jeffrey Bangerter | 1687028 | DFPG Investments Inc. · CRD 155576 |
| Michael A. Bendix | 5379777 | DFPG Investments Inc. · CRD 155576 |
| Patrick R. Conway | 1337831 | Investacorp Inc. · CRD 7684 |
| John G. Chess | 4812430 | Investacorp Inc. · CRD 7684 |
| Transamerica Financial Advisors Inc. | 16164 | Transamerica Financial Advisors Inc. · CRD 16164 |
| Concorde Investment Services LLC | 151604 | Concorde Investment Services LLC · CRD 151604 |
| Jason Steele | 2674860 | Prospera Financial Services Inc. · CRD 10740 |
| Proequities Inc. | 15708 | Proequities Inc. · CRD 15708 |
| Joseph G. Michaletz | 1327534 | Triad Advisors Inc. · CRD 25803 |
| James T. Walesa | 1061209 | Triad Advisors Inc. · CRD 25803 |
| Thomas A. Gray | 1963306 | Triad Advisors Inc. · CRD 25803 |
| John H. Scully | 803539 | Centaurus Financial Inc. · CRD 30833 |
| Robert A. Horning | 2311640 | Centaurus Financial Inc. · CRD 30833 |
| Adam J. Bryan | 5443986 | Centaurus Financial Inc. · CRD 30833 |
| Cynthia E. Hoelscher | 3063251 | 1st Global Capital Corp. · CRD 30349 |
| Jim A. Christian | 4529522 | 1st Global Capital Corp. · CRD 30349 |
| Ronald A. Horvitz | 1277033 | 1st Global Capital Corp. · CRD 30349 |
| Royal Alliance Associates Inc. | 23131 | Royal Alliance Associates Inc. · CRD 23131 |
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| David G. Haislip | 714334 | H. Beck Inc. · CRD 1763 |
| Tye Wynfield | 1341666 | Hagen Securities Inc. · CRD 27353 |
| VSR Financial Services Inc. | 14503 | VSR Financial Services Inc. · CRD 14503 |
| Larry R. Law | 1273118 | JRL Capital Corporation · CRD 10225 |
| Patrick Tantoco | 5249850 | Independent Financial Group LLC · CRD 7717 |
| Anil Gulati | 1137733 | Woodbury Financial Services Inc. · CRD 421 |
| Wenjinn J. Chang | 4536266 | Independent Financial Group LLC · CRD 7717 |
| Mark T. Maund | 3012539 | Purshe Kaplan Sterling Investments · CRD 35747 |
| Ronald D. Birnbaum | 2382580 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Edward M. Gazarian | 1457628 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Kent A. Lalonde | 3241329 | CFD Investments Inc. · CRD 25427 |
| Edwin T. Suzuki | 4851317 | Newport Coast Securities Inc. · CRD 16944 |
| David B. Levinson | 705929 | Newport Coast Securities Inc. · CRD 16944 |
| William J. Connaker | 5853942 | Newport Coast Securities Inc. · CRD 16944 |
| Eric A. Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Michael G. Strafford | 2108900 | Nationwide Planning Associates Inc. · CRD 31029 |
| Terry L. Daniels | 4309671 | Madison Avenue Securities LLC · CRD 23224 |
| Steven B. Shaiman | 4114227 | Calton & Associates Inc. · CRD 20999 |
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| John P. Harvey | 4227692 | Sandlapper Securities LLC · CRD 137906 |
| Cambridge Investment Research Inc. | 39543 | Cambridge Investment Research Inc. · CRD 39543 |
| Theresa M. Hall | 1404084 | Securities America Inc. · CRD 10205 |
| Ryan P. Joyce | 2889224 | B.B. Graham & Company Inc. · CRD 41533 |
| Dominic J. Zamora | 4662318 | Cliftonlarsonallen Wealth Advisors LLC · CRD 38357 |
Source: Form D, filed Jul 9, 2015. 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 Indianapolis Multifamily Exchange, L.L.C. | Executive |
| N/A Indianapolis Multifamily, 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
Oak Brook, IL, 60523