Form D · Other Real Estate

National Multifamily Portfolio IV DST

Oak Brook, IL · CIK 0001757500

Offering snapshot reported Aug 14, 2019 · SEC filing

Reported sold
$136M
Offering amount: $138M
Investors reported
240
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 15, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$68M$136MNov 29, 2018: $24,193,291.00Nov 29, 2018Dec 12, 2018: $37,469,207.00Dec 21, 2018: $53,340,363.00Jan 4, 2019: $62,068,055.00Jan 16, 2019: $83,721,579.00Jan 16, 2019: $83,721,579.00Jan 29, 2019: $97,762,222.00Feb 12, 2019: $100,701,745.00Feb 21, 2019: $119,793,263.00Mar 7, 2019: $124,878,269.00Mar 20, 2019: $126,235,605.00Apr 3, 2019: $127,765,835.00Apr 16, 2019: $128,158,215.00May 1, 2019: $130,405,030.00May 28, 2019: $130,642,039.00Jun 7, 2019: $132,853,589.00Jun 21, 2019: $133,127,374.00Jul 3, 2019: $134,337,781.00Jul 12, 2019: $134,484,524.00Jul 24, 2019: $134,784,525.00Jul 24, 2019: $134,784,525.00Aug 14, 2019: $135,900,999.00Aug 14, 2019

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$134,784,525 → $135,900,999
  • Reported investors237 → 240

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2019Amendment$135,900,999$1,116,474vs Jul 24, 2019240SEC filing
Jul 24, 2019Amendment$134,784,525$300,001vs Jul 12, 2019237SEC filing
Jul 24, 2019Amendment$134,784,525$0vs Jul 24, 2019237SEC filing
Jul 12, 2019Amendment$134,484,524$146,743vs Jul 3, 2019236SEC filing
Jul 3, 2019Amendment$134,337,781$1,210,407vs Jun 21, 2019235SEC filing
Jun 21, 2019Amendment$133,127,374$273,785vs Jun 7, 2019233SEC filing
Jun 7, 2019Amendment$132,853,589$2,211,550vs May 28, 2019230SEC filing
May 28, 2019Amendment$130,642,039$237,009vs May 1, 2019225SEC filing
May 1, 2019Amendment$130,405,030$2,246,815vs Apr 16, 2019223SEC filing
Apr 16, 2019Amendment$128,158,215$392,380vs Apr 3, 2019217SEC filing
Apr 3, 2019Amendment$127,765,835$1,530,230vs Mar 20, 2019212SEC filing
Mar 20, 2019Amendment$126,235,605$1,357,336vs Mar 7, 2019209SEC filing
Mar 7, 2019Amendment$124,878,269$5,085,006vs Feb 21, 2019203SEC filing
Feb 21, 2019Amendment$119,793,263$19,091,518vs Feb 12, 2019180SEC filing
Feb 12, 2019Amendment$100,701,745$2,939,523vs Jan 29, 2019149SEC filing
Jan 29, 2019Amendment$97,762,222$14,040,643vs Jan 16, 2019139SEC filing
Jan 16, 2019Amendment$83,721,579$21,653,524vs Jan 4, 2019114SEC filing
Jan 16, 2019Amendment$83,721,579$0vs Jan 16, 2019114SEC filing
Jan 4, 2019Amendment$62,068,055$8,727,692vs Dec 21, 201897SEC filing
Dec 21, 2018Amendment$53,340,363$15,871,156vs Dec 12, 201872SEC filing
Dec 12, 2018Amendment$37,469,207$13,275,916vs Nov 29, 201851SEC filing
Nov 29, 2018Amendment$24,193,291No comparison39SEC filing
Oct 30, 2018Initial$13,486,345No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.3M (estimated)
Finders' fees
$0
Form D file number
021-324632
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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RecipientCRDAssociated broker-dealer
Primex Prime Electronic Execution Inc29394
Concorde Investment Services, LLC151604
DFPG Investments, Inc.155576
Money Concepts Capital Corp.12963
Questar Capital Corp.43100
WealthForge Securities LLC152550
Capulent LLC155155
American Investors Co Lsy Dba38
Woodbury Financial Services, Inc.421
Parkland Securities, LLC115368
Cambridge Investment Research39543
Sagepoint Financial, Inc.133763
APW Capital Inc43814
Independent Financial Group, LLC7717
Royal Alliance Associates, Inc.23131
Centaurus Financial, Inc.30833
Summit Brokerage Services, Inc34643
1st Global Capital Corporation30349
Stonecrest Capital Markets, Inc39616
FSC Securities Corporation7461
Investacorp, Inc.7684
Triad Advisors, Inc.25803
Mc Dermott Investment Services, LLC154926
Sandlapper Securities, LLC137906
H D Vest Investment Securites Inc13686
Lincoln Financial Advisors3978
Westpark Capital Inc39914
Ameritas Investment Corp.14869
Madison Avenue Securities, LLC23224
Muriel Siebert & Co., Inc5376
Tfs Securities, Inc.20626
RCX Capital Group LLC114290
Crown Capital Securities L.P.6312
Independence Capital Co, Inc.24723
First Allied Securities Inc.32444
Voya Financial Advisors2882
Galt Financial Group, Inc.146976
Cetera Advisors, LLC10299
Securities America Inc.10205
Western International Secs Inc39262
Moloney Securities Co38535
Lion Street Financial, LLC165828
Berthel Fisher & Co Financial Svcs13609
NPB Financial Group, LLC137743
Cetera Advisor Networks, LLC13572
Vanderbilt Securities, LLC5953
Saxony Securities115547
First Financial Equity Corp16507
Chalice Capital Partners, LLC288898
Callaway Financial Services Inc104003
Great Point Capital LLC114203
Cetera Financial Specialists LLC10358
Infinity Financial Services144302
Colorado Financial Service Corp104343
Lightpath Capital Inc.34617
Cabot Lodge Securities LLC159712
Metropolitan Capital Investment Banc Inc148820
Inland Securities Corporation15807

Source: Form D, filed Aug 14, 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.

People and organizations reported in Form D filings
NameReported role
Joseph E. Binder Executive
Daniel L Goodwin Director
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
Catherine L Lynch Director
Roberta S Matlin Director
N/A National Multifamily Portfolio Iv Exchange, L.L.C. Executive
N/A National Multifamily Portfolio Iv, L.L.C. Executive
Robert D Parks Director
Mitchell L 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