Form D · Other Real Estate
Pharmacy Portfolio VIII DST
Oak Brook, IL · CIK 0001656719
Offering snapshot reported Apr 22, 2016 · SEC filing
- Reported sold
- $12.8M Offering amount: $12.8M
- Investors reported
- 52 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 3, 2015 As reported in this filing
Fundraising history
Reported soldDates 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$12,252,827 → $12,835,947
- Reported investors50 → 52
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 22, 2016 | Amendment | $12,835,947 | $583,120vs Mar 21, 2016 | 52 | SEC filing |
| Mar 21, 2016 | Amendment | $12,252,827 | $2,660,100vs Feb 24, 2016 | 50 | SEC filing |
| Feb 24, 2016 | Amendment | $9,592,727 | $1,701,915vs Feb 4, 2016 | 42 | SEC filing |
| Feb 4, 2016 | Amendment | $7,890,812 | $2,266,002vs Jan 21, 2016 | 35 | SEC filing |
| Jan 21, 2016 | Amendment | $5,624,810 | $595,365vs Jan 4, 2016 | 27 | SEC filing |
| Jan 4, 2016 | Amendment | $5,029,445 | $2,296,621vs Dec 22, 2015 | 24 | SEC filing |
| Dec 22, 2015 | Amendment | $2,732,824 | $516,311vs Dec 11, 2015 | 15 | SEC filing |
| Dec 11, 2015 | Amendment | $2,216,513 | $697,000vs Nov 25, 2015 | 11 | SEC filing |
| Nov 25, 2015 | Amendment | $1,519,513 | $591,910vs Nov 17, 2015 | 6 | SEC filing |
| Nov 17, 2015 | Amendment | $927,603 | No comparison | 2 | SEC filing |
| Oct 29, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $642K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-250311
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
The response if based on the assumption that the full amount of the potential sales commissions will be earned and paid.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Peter D. Fisher | 1259923 | Investacorp, Inc. · CRD 7684 |
| Tomas J. Velken | 1600404 | Sigma Financial Corporation · CRD 14303 |
| Stacey J. Morimoto | 4420782 | DFG Investments, Inc. · CRD 155576 |
| Troy Thomas | 4961720 | McDermott Investment Services, LLC · CRD 154926 |
| Joral T. Schmalle | 4491484 | Sigma Financial Corporation · CRD 14303 |
| Robert R. Tweed | 2339324 | Cabot Lodge Securities LLC · CRD 159712 |
| Leslie A. Cannon | 5254822 | Centraurus Financial, Inc. · CRD 30833 |
| William S. Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Robert R. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Joseph M. Insalaco | 2978175 | Concorde Investment Services, LLC · CRD 151604 |
| Rocco A. Cortese | 4681807 | Concorde Investment Services, LLC · CRD 151604 |
| Jeffrey B. Baker | 2102752 | Vanderbilt Securities, LLC · CRD 5953 |
| Matthew R. Schanz | 6382829 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Adam J. Bryan | 5443986 | Centaurus Financial, Inc. · CRD 30833 |
| Bobby L. Glass | 222733 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Joseph A.Nugent | 4019776 | Concorde Investment Services, LLC · CRD 151604 |
| Francis R. Bowen | 872513 | Winslow, Evans & Crocker, Inc. · CRD 29686 |
| Douglas A. Herickson | 869607 | Triad Advisors, Inc. · CRD 25803 |
| Eric S. Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| James M. Gambaccini | 4619759 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| John W. Goff | 1919761 | Investacorp, Inc. · CRD 7684 |
| Brian E. Kampbell | 4211321 | Voya Financial Advisors, Inc. · CRD 2882 |
| Kelly H. Clyde | 4825839 | Independent Financial Group, LLC · CRD 7717 |
| Silver Portal Capital LLC | 114290 | Silver Portal Capital LLC · CRD 114290 |
| Robert J. Binkele | 2393598 | Centaurus Financial, Inc. · CRD 30833 |
| Randy A, Barmarche | 4607939 | Newport Coast Securities · CRD 16944 |
| Hugh O. Barndollar Sr. | 2084783 | Crown Capital Securities · CRD 6312 |
| Robert A. Horning | 2311640 | Centaurus Financial, Inc. · CRD 30833 |
| Joseph R. Broadbent | 3132498 | DFPG Investments, Inc. · CRD 155576 |
| Mark G. Kosanke | 2317906 | Concorde Investment Services, LLC · CRD 151604 |
| Christine S. Nielson | 4866971 | Primex · CRD 29394 |
| James G. Shaw | 4667335 | DFPG Investments, Inc. · CRD 155576 |
| Ivan M. West | 4921015 | Sandlapper Securities, LLC · CRD 137906 |
| Michael J. Osland | 1791642 | Geneos Wealth Management, Inc. · CRD 120894 |
Source: Form D, filed Apr 22, 2016. 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.
| Name | Reported role |
|---|---|
| Capital Corporation Inland Private | Promoter |
| Keith Lampi | Executive |
| Portfolio Viii, L.L.C. Pharmacy | Promoter |
| Viii 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
Oak Brook, IL, 60523