Form D · Other Real Estate
San Antonio Multifamily II DST
Oak Brook, IL · CIK 0001643081
Offering snapshot reported Sep 3, 2015 · SEC filing
- Reported sold
- $14.3M Offering amount: $14.3M
- Investors reported
- 48 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 16, 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$3,682,317 → $14,308,958
- Reported investors7 → 48
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 3, 2015 | Amendment | $14,308,958 | $10,626,641vs Jun 24, 2015 | 48 | SEC filing |
| Jun 24, 2015 | Initial | $3,682,317 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.13M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-242369
Amount includes selling commissions, dealer fee and placement agent fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Joral Schmalle | 4491484 | Sigma Financial Corporation · CRD 14303 |
| Concorde Investment Services LLC | 151604 | Concorde Investment Services LLC · CRD 151604 |
| Gregory P. Hunter | 2867265 | 1st Global Capital Corp. · CRD 30349 |
| David B. Levinson | 705929 | Newport Coast Securities Inc. · CRD 16944 |
| Michael Stieglitz | 4623788 | 1st Global Capital Corp. · CRD 30349 |
| David C. Pitcher | 4484820 | 1st Global Capital Corp. · CRD 30349 |
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| Investacorp Inc. | 7684 | Investacorp Inc. · CRD 7684 |
| Mark J. Rychel | 2262582 | Lincoln Financial Securities Corporation · CRD 3870 |
| James D. Warring | 3198200 | Triad Advisors Inc. · CRD 25803 |
| Jason Freeman | 2995587 | Triad Advisors Inc. · CRD 25803 |
| Miki Hashimoto | 4728769 | Silber Bennett Financial Inc. · CRD 156435 |
| Deborah S. Anderson | 1795405 | Centaurus Financial Inc. · CRD 30833 |
| Brian D. Vosberg | 4476509 | Centaurus Financial Inc. · CRD 30833 |
| Lincoln Financial Advisors Corporation | 3978 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Martin J. Mulligan | 2491539 | FSC Securities Corporation · CRD 7461 |
| Scott Sheehan | 2328614 | DFPG Investments Inc. · CRD 155576 |
| Dwight Kay | 5376903 | Colorado Financial Services Corporation · CRD 104343 |
| John S. Weiss | 1097536 | Crown Capital Securities LP · CRD 6312 |
| Jacob Tujian | 4605467 | Independent Financial Group LLC · CRD 7717 |
| Christopher A. Pratt | 1043894 | Sagepoint Financial Inc. · CRD 133763 |
Source: Form D, filed Sep 3, 2015. 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 |
|---|---|
| N/A Inland Private Capital Corporation | Executive |
| N/A San Antonio Multifamily Ii Exchange, L.L.C. | Executive |
| N/A San Antonio Multifamily Ii L.L.C. | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523