Form D · Other Real Estate

Omaha Headquarters Venture DST

Oak Brook, IL · CIK 0001499637

Offering snapshot reported Jan 11, 2011 · SEC filing

Reported sold
$12.4M
Offering amount: $12.4M
Investors reported
61
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 24, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.2M$12.4MAug 20, 2010Sep 1, 2010: $907,881.00Sep 17, 2010: $2,425,906.00Oct 5, 2010: $4,438,543.00Oct 15, 2010: $9,276,851.00Nov 2, 2010: $12,271,851.00Jan 11, 2011: $12,390,000.00Jan 11, 2011

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$12,271,851 → $12,390,000
  • Reported investors60 → 61

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 11, 2011Amendment$12,390,000$118,149vs Nov 2, 201061SEC filing
Nov 2, 2010Amendment$12,271,851$2,995,000vs Oct 15, 201060SEC filing
Oct 15, 2010Amendment$9,276,851$4,838,308vs Oct 5, 201052SEC filing
Oct 5, 2010Amendment$4,438,543$2,012,637vs Sep 17, 201027SEC filing
Sep 17, 2010Amendment$2,425,906$1,518,025vs Sep 1, 201018SEC filing
Sep 1, 2010Amendment$907,881No comparison8SEC filing
Aug 20, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$867K
Finders' fees
$0
Form D file number
021-146720
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
William M. Swayne, II440968Pacific West Securities, Inc. · CRD 6390
Peter Fisher1259923Investacorp, Inc. · CRD 7684
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Robert S. Smith1412333Pacific West Securities, Inc. · CRD 6390
Donovan T. Kelly2622366Pacific West Securities, Inc. · CRD 6390
Edward T. Coda1776811National Planning Corporation · CRD 29604
John W. Goff1919761Investacorp, Inc. · CRD 7684
John H. Ferguson4947624Steven L. Falk & Associates, Inc. · CRD 14297
Jason L. Garofalo3008935Tricor Financial, LLC · CRD 142518
Pasawan K. Hernandez2386078National Planning Corporation · CRD 29604
Ray R. Olson, Jr.3125979Transamerica Financial Advisors, Inc. · CRD 16164
Richard Zuvella5207826Sigma Financial Corporation · CRD 14303
Robert R. Tweed2339324Capwest Securities, Inc. · CRD 30002
Michelle R. Langer5048331Capwest Securities, Inc. · CRD 30002
Jason B. Vanclef5096529VFG Securities, Inc. · CRD 15121
David B. Alexander52648351st Global Capital Corp. · CRD 30349
Vincent R. Bailey, Sr.1845517Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
David H. Williamson4514488LPL Financial Corporation · CRD 6413
Bradley A. Levin2457718Commonwealth Financial Network · CRD 8032
Padma Chinatapalli3041617Halcyon Capital Markets LLC · CRD 136974
Michael Stieglitz46237881st Global Capital Corp. · CRD 30349
Marilee A. Hill2768544Steven L. Falk & Associates Inc. · CRD 14297
Dale Rubin1304312Capital Analysts, Incorporated · CRD 5478
John S. Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Thomas D. Searles II1086478National Planning Corporation · CRD 29604
Sally W. Ng1915190LPL Financial Corporation · CRD 6413
Laila S. Marshallpence710521LPL Financial Corporation · CRD 6413
John S. Medaris1867507Transamerica Financial Advisors, Inc. · CRD 16164
Bruce C. Hatter2963171Proequities, Inc. · CRD 15708
John F. Davenport1448999Sii Investments, Inc. · CRD 2225

Source: Form D, filed Jan 11, 2011. 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
Estate Exchange Corporation Inland Real Promoter
Exchange Venture, L.L.C. Omaha Headquarters Promoter
Venture, L.L.C. Omaha Headquarters Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523