Form D · Other Real Estate

Jacksonville Multifamily DST

Oak Brook, IL · CIK 0001628227

Offering snapshot reported May 28, 2015 · SEC filing

Reported sold
$24.2M
Offering amount: $24.2M
Investors reported
80
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 11, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.1M$24.2MDec 23, 2014: $206,186.00Dec 23, 2014Feb 10, 2015: $206,186.00Feb 10, 2015May 28, 2015: $24,174,330.00May 28, 2015

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$206,186 → $24,174,330
  • Reported investors1 → 80

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2015Amendment$24,174,330$23,968,144vs Feb 10, 201580SEC filing
Feb 10, 2015Amendment$206,186$0vs Dec 23, 20141SEC filing
Dec 23, 2014Initial$206,186No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.09M (estimated)
Finders' fees
$0
Form D file number
021-230725
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Commonwealth Financial Network8032Commonwealth Financial Network · CRD 8032
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
Lincoln Financial Advisors Corporation3978Lincoln Financial Advisors Corporation · CRD 3978
Ronald E. Strasburg1141392Lincoln Financial Securities Corporation · CRD 3870
Mark J. Rychel2262582Lincoln Financial Securities Corporation · CRD 3870
John E. Bishop866202Silver Portal Capital LLC · CRD 114290
Mark T. Maund3012539Purshe Kaplan Sterling Investments · CRD 35747
Samuel C. Bridgers III1243406Purshe Kaplan Sterling Investments · CRD 35747
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
DFPG Investments Inc.155576DFPG Investments Inc. · CRD 155576
Ryan P. Joyce2889224B.B. Graham & Company Inc. · CRD 41433
Dominic J. Zamora4662318CliftonLarsonAllen Wealth Advisors · CRD 38357
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Randy A. Barmache4607939Newport Coast Securities Inc. · CRD 16944
William J. Connaker5853942Newport Coast Securities Inc. · CRD 16944
Proequities Inc.15708Proequities Inc. · CRD 15708
John H. Scully803539Centaurus Financial Inc. · CRD 30833
Robert A. Horning2311640Centaurus Financial Inc. · CRD 30833
Linda J. Wimsatt1401802VFG Securities Inc. · CRD 15121
James T. Walesa1061209Triad Advisors Inc. · CRD 25803
Joseph G. Michaletz1327534Triad Advisors Inc. · CRD 25803
Taylor D. Ashland5732470Parkland Securities LLC · CRD 115368
John G. Chess4812430Investa Corp. · CRD 7684
Alfonso L. Romeu2194818Freedom Investors Corp. · CRD 23714
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Michael G. Strafford2108900Nationwide Planning Associates Inc. · CRD 31029
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Francis R. Bowen872513Winslow Evans & Crocker Inc. · CRD 29686
John P. Harvey Jr.4227692Sandlapper Securities LLC · CRD 137906
Molly M. Grubb5647291Cambridge Investment Research Inc. · CRD 39543
Larry D. Queen851743Cambridge Investment Research · CRD 39543
Mark A. Keen3178657The Strategic Financial Alliance · CRD 126514

Source: Form D, filed May 28, 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.

People and organizations reported in Form D filings
NameReported role
N/A Inland Private Capital Corporation Executive
N/A Jacksonville Multifamily Exchange, L.L.C. Executive
N/A Jacksonville Multifamily, L.L.C. Executive
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523