Form D · Other Real Estate

Pharmacy Portfolio VI DST

Oak Brook, IL · CIK 0001584460

Offering snapshot reported Feb 24, 2014 · SEC filing

Reported sold
$11.6M
Offering amount: $11.6M
Investors reported
23
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 6, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.8M$11.6MAug 16, 2013: $1,019,000.00Aug 16, 2013Aug 29, 2013: $6,806,506.00Sep 10, 2013: $7,206,042.00Dec 26, 2013: $11,389,054.00Dec 26, 2013Feb 24, 2014: $11,604,054.00Feb 24, 2014

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$11,389,054 → $11,604,054
  • Reported investors22 → 23

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 24, 2014Amendment$11,604,054$215,000vs Dec 26, 201323SEC filing
Dec 26, 2013Amendment$11,389,054$4,183,012vs Sep 10, 201322SEC filing
Sep 10, 2013Amendment$7,206,042$399,536vs Aug 29, 201315SEC filing
Aug 29, 2013Amendment$6,806,506$5,787,506vs Aug 16, 201313SEC filing
Aug 16, 2013Initial$1,019,000No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$583K (estimated)
Finders' fees
$0
Form D file number
021-201514
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
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Robert L. Boggess5007422Sandlapper Securities, LLC · CRD 137906
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
John G. Chess4812430Investacorp, Inc. · CRD 7684
Brian G. Brown810068The Strategic Financial Alliance, Inc. · CRD 126514
Brody R. Bray4727529The Strategic Financial Alliance, Inc. · CRD 126514
Ronald E. Machtan2696167KCD Financial, Inc. · CRD 127473
Karen M. McKim-Schurga5720407Proequities, Inc. · CRD 15708
Joseph A. Nugent4019776Concord Investment Services, LLC · CRD 151604
Craig M. Rollins1896698DFPG Investments, Inc. · CRD 155576
Taylor D. Ashland5732470Sammons Securities Company, LLC · CRD 115368
Kirk D. Dobson4049865Ameritas Investment Corp. · CRD 14869
John M. O'Brien2608314Proequities, Inc. · CRD 15708
Kelvin S. Lau2094539The Strategic Financial Alliance, Inc. · CRD 126514
Richard B. Sorensen1835676LPL Financial LLC · CRD 6413
Laila S. Marshallpence710521LPL Financial LLC · CRD 6413
Heather R. Koch4593340LPL Financial LLC · CRD 6413
Eric W. Kuchel4118500Crown Capital Securities, L.P. · CRD 6312

Source: Form D, filed Feb 24, 2014. 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
Keith Lampi Executive
Portfolio Vi, L.L.C. Pharmacy Promoter
Vi 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