Form D · Other Real Estate

Pharmacy Portfolio II DST

Oak Brook, IL · CIK 0001530173

Offering snapshot reported Apr 4, 2012 · SEC filing

Reported sold
$14.6M
Offering amount: $14.6M
Investors reported
99
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 21, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.32M$14.6MOct 11, 2011: $1,590,728.00Oct 11, 2011Oct 27, 2011: $3,308,861.00Nov 9, 2011: $4,709,366.00Dec 9, 2011: $10,092,965.00Dec 9, 2011Apr 4, 2012: $14,636,594.00Apr 4, 2012

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$10,092,965 → $14,636,594
  • Reported investors80 → 99

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 4, 2012Amendment$14,636,594$4,543,629vs Dec 9, 201199SEC filing
Dec 9, 2011Amendment$10,092,965$5,383,599vs Nov 9, 201180SEC filing
Nov 9, 2011Amendment$4,709,366$1,400,505vs Oct 27, 201156SEC filing
Oct 27, 2011Amendment$3,308,861$1,718,133vs Oct 11, 201144SEC filing
Oct 11, 2011Initial$1,590,728No comparison23SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$1.02M (estimated)
Finders' fees
$0
Form D file number
021-166961
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Private Capital Corporation15807Inland Private Capital Corporation · CRD 15807
Peter Fisher1259923Investacorp, Inc. · CRD 7684
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Dennis I. Weiss462338American Investors Company · CRD 38
Shirley J. Ju1612247McDermott Investment Services, LLC · CRD 154926
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Scott S. Brown43224201st Global Capital Corporation · CRD 30349
Anthony J. Cardinal1686561Commonwealth Financial Network · CRD 8032
Danny W. Mann1195319Financial Network Investment Corporation · CRD 13572
Joseph E. Crerand, Jr.56985Questar Capital Corporation · CRD 43100
Chester Ju4695963McDermott Investment Services, LLC · CRD 154926
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
Christina S. Nielson4866971DFPG Investments, Inc. · CRD 155576
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Andrew S. Perri2801727Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Gary L. Chapman5244594Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Lance C. Jones4511781Sammons Securities Company, LLC · CRD 115368
Gregory S. Horning2921711Triad Advisors, Inc. · CRD 25803
Kenneth M. Chong2972285Sigma Financial Corporation · CRD 14303
John H. Scully803539Centaurus Financial, Inc. · CRD 30833
John S. Notman1033267Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Charles P. Brown1833265Commonwealth Financial Network · CRD 8032
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Joseph M. Geis5623746Crown Capital Securities, L.P. · CRD 6312
Larry M. Pence359671Multi-Financial Securities Corporation · CRD 10299
William F. White2168943Primex · CRD 29394
Lawrence S. Zedwick1300282Commonwealth Financial Network · CRD 8032
Elizabeth A. King4674939Ameriprise Financial Services, Inc. · CRD 6363
Donavan Brouwer1062457Ameriprise Financial Services, Inc. · CRD 6363
Lawrence W. Warren1694288Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Victor G. Cheng2810528Securities America, Inc. · CRD 10205
Allan L. Watson5348527Investment Planners, Inc. · CRD 18557
Mark S. Pash869880NPB Financial Group, LLC · CRD 137743
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
Ewald M. Von Kanel1394888Summit Brokerage Services, Inc. · CRD 34643
Robert E. Madden820643Cambridge Investment Research, Inc. · CRD 39543
Adam C. Ludwig4923562Investment Planners, Inc. · CRD 18557
Ronald A. Horvitz12770331st Global Capital Corp. · CRD 30349
Alvery A. Bartlett, Jr.13975Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
David R. Pettit, III3035332Transamerica Financial Advisors, Inc. · CRD 16164
Sheryl L. Olson2117245Geneos Wealth Management, Inc. · CRD 120894
Joe R. Hoelle30130221st Global Capital Corp. · CRD 30349
Nancy L. Congdon2136551Ameriprise Financial Services, Inc. · CRD 6363
David H. Hatch1093527Transamerica Financial Advisors, Inc. · CRD 16164

Source: Form D, filed Apr 4, 2012. 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
Capital Corporation Inland Private Promoter
Ii, L.L.C. Pharmacy Portfolio Promoter
Ii Exchange, L.L.C. Pharmacy Portfolio Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523