Form D · Other Real Estate

Louisville Multifamily DST

Oak Brook, IL · CIK 0001615402

Offering snapshot reported Jan 20, 2015 · SEC filing

Reported sold
$18.1M
Offering amount: $18.1M
Investors reported
60
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 23, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.05M$18.1MOct 2, 2014: $7,165,466.00Oct 2, 2014Jan 20, 2015: $18,096,295.00Jan 20, 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$7,165,466 → $18,096,295
  • Reported investors22 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 20, 2015Amendment$18,096,295$10,930,829vs Oct 2, 201460SEC filing
Oct 2, 2014Initial$7,165,466No comparison22SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.57M (estimated)
Finders' fees
$0
Form D file number
021-225672
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Jack W. Ellison2584997Independent Financial Group LLC · CRD 7717
Peter A. Finnegan1336798Phalanx Trading LLC · CRD 146993
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Edwin T. Suzuki4851317Newport Coast Securities Inc. · CRD 16944
William E. Sugg IV4312125Comprehensive Asset Management and Servicing Inc. · CRD 43814
Ronald L. Ellis1605740Primex · CRD 29394
Robert A. Horning2311640Centaurus Financial Inc. · CRD 30833
Rudi V. Siela1009645Proequities Inc. · CRD 15708
Peter D. Fisher1259923Investacorp Inc. · CRD 7684
Matthew T. Rubis5863109Parkland Securities LLC · CRD 115368
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Trawnegan Gall6266415Sandlapper Securities LLC · CRD 137906
Shunsuke J. Fukushi4933092Centaurus Financial Inc. · CRD 30833
John G. Chess4812430Investacorp Inc. · CRD 7684
VSR Financial Services Inc.14503VSR Financial Services Inc. · CRD 14503
Thomas J. Goodson1332233Sagepoint Financial Inc. · CRD 133763
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Noah D. Estrin2660170Royal Alliance Associates Inc. · CRD 23131
Brian D. Dawdowicz4473563Royal Alliance Associates Inc. · CRD 23131
Andrew C. Bagnall4331728Commonwealth Financial Network · CRD 8032
Anne M. Machesky720341Lincoln Financial Advisors Corporation · CRD 3978
Michael G. Khoury268940Lincoln Financial Advisors Corporation · CRD 3978
Ronald Hershey4207119Woodbury Financial Services Inc. · CRD 421
Steven J. Goslin5539844Cambridge Investment Research Inc. · CRD 39543
Joseph R. Broadbent3132498DFPG Investments Inc. · CRD 155576
William S. Sheehan2328614DFPG Investments Inc. · CRD 155576
Thomas G. Justice2786145Conover Securities Corporation · CRD 17129
Richard Soennichsen1369108H. Beck Inc. · CRD 1763
Mel R. Hertz707875The Strategic Financial Alliance Inc. · CRD 126514
John P. Gustavson4045015Cliftonlarsonallen Wealth Advisors LLC · CRD 38357

Source: Form D, filed Jan 20, 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 Louisville Multifamily Exchange, L.L.C. Executive
N/A Louisville Multifamily, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523