Form D · Other Real Estate

Self-Storage Portfolio I DST

Oak Brook, IL · CIK 0001673678

Offering snapshot reported Dec 8, 2016 · SEC filing

Reported sold
$49.4M
Offering amount: $49.4M
Investors reported
141
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 22, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24.7M$49.4MMay 4, 2016: $6,383,845.00May 4, 2016May 16, 2016: $8,749,221.00May 31, 2016: $14,348,269.00Jun 13, 2016: $20,041,768.00Jun 23, 2016: $22,638,365.00Jul 13, 2016: $28,522,688.00Jul 28, 2016: $37,730,394.00Aug 24, 2016: $39,183,138.00Sep 8, 2016: $41,080,976.00Nov 8, 2016: $48,106,903.00Dec 8, 2016: $49,364,432.00Dec 8, 2016

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$48,106,903 → $49,364,432
  • Reported investors139 → 141

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 8, 2016Amendment$49,364,432$1,257,529vs Nov 8, 2016141SEC filing
Nov 8, 2016Amendment$48,106,903$7,025,927vs Sep 8, 2016139SEC filing
Sep 8, 2016Amendment$41,080,976$1,897,838vs Aug 24, 2016128SEC filing
Aug 24, 2016Amendment$39,183,138$1,452,744vs Jul 28, 2016113SEC filing
Jul 28, 2016Amendment$37,730,394$9,207,706vs Jul 13, 2016103SEC filing
Jul 13, 2016Amendment$28,522,688$5,884,323vs Jun 23, 201684SEC filing
Jun 23, 2016Amendment$22,638,365$2,596,597vs Jun 13, 201668SEC filing
Jun 13, 2016Amendment$20,041,768$5,693,499vs May 31, 201650SEC filing
May 31, 2016Amendment$14,348,269$5,599,048vs May 16, 201630SEC filing
May 16, 2016Amendment$8,749,221$2,365,376vs May 4, 201615SEC filing
May 4, 2016Initial$6,383,845No comparison9SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.47M (estimated)
Finders' fees
$0
Form D file number
021-262594
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 Securites Corporation15807Inland Securites Corporation · CRD 15807
Silver Portal Capital, LLC114290Silver Portal Capital, LLC · CRD 114290
Preston P. Mokris5179201Concorde Investment Services, LLC · CRD 151604
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Steve J. Markey2591317Investacorp, Inc. · CRD 7684
Patrick J. Lynch IV4603507Investocorp, Inc. · CRD 7684
Christina S. Nielson4866971Primex · CRD 29394
Kyle H. Imhotle54489501st Global Capital Corp. · CRD 30349
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Robert S. Paul18835551st Global Capital Corp. · CRD 30349
Jennifer A. Wildman49736721st Global Capital Corp. · CRD 30349
Joseph G. Michaletz1327534Concorde Investment Services, LLC · CRD 151604
James T. Walesa1061209Triad Advisors, Inc. · CRD 25803
Robert L. Boggess5007422Sandlapper Sercurites, LLC · CRD 137906
John Goff1919761Investcorp, Inc. · CRD 7684
Dennis I. Weiss462338American Investors Company · CRD 38
Carol S. Grasso1635604Moloney Sercurties Co., Inc. · CRD 38535
Gary E. Conley52159American Investors Company · CRD 38
Timothy E. Tehan3230535Triad Advisors, Inc. · CRD 25803
Jeanne E. Morelli47064301st Global Capital Corp. · CRD 30349
Stephen J. Sanders2802569Cambridge Investment Research, Inc. · CRD 39543
Nathaniel M. Kuhn4624143Concorde Investments Services, LLC · CRD 151604
Eric S. Scaff5281210Concorde Investments Services, LLC · CRD 151604
Roger W. Bowlin1905652Concorde Investments Services, LLC · CRD 151604
John W. Kenny268043American Investors Company · CRD 38
Michael A. Bendix5379777Cedar Crest Advisors, LLC · CRD 187514
Molly M. Grubb5647291Cambridge Investment Research, Inc. · CRD 39543
Patrick T. Shea1654953Whitehall-Parker Securites, Inc. · CRD 10608
Richard A. Rupp2459269First Financial Equity Corporation · CRD 16507
Bryon E. Martinsen1621649Centaurus Financial, Inc. · CRD 30833
Thomas D. Sanders1280319Cambridge Investment Research, Inc. · CRD 39543
Bryan A. Decker55276561st Global Capital Corp. · CRD 30349
Brett F. Ewing2904608Centaurus Financial, Inc. · CRD 30833
William H. Lowell1158722Lowell & Company, Inc. · CRD 24913
Lamar D. Law III59529381st Global Capital Corp. · CRD 30349
James J. Schipper2636447Triad Advisors, Inc. · CRD 25803
Steven M. Osterink Sr.1019935Triad Advisors, Inc. · CRD 25803
Clemont L. Bevill1790971Silver Oak Sercurities, Incorporated · CRD 46947
Carl F. Worden III3130121Centaurus Financial, Inc. · CRD 30833
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
James K. Johnston1689783Arete Wealth Management, LLC · CRD 44856
David J. Segarra4482059Centraurus Financial, Inc. · CRD 30833
Andrew P. Wittich4913069Cambridge Investment Research, Inc. · CRD 39543
Gordon T. Hamilton5028789Parkland Securities, LLC · CRD 115368
Timothy L. Stauffer4178198Concorde Investment Services, LLC · CRD 151604
John G. Montemarano1089597Sigma Financial Corporation · CRD 14303
Douglas A. Henrickson869607Triad Advisors, Inc. · CRD 25803
Thomas M. Hess4957892DFPG Investments, Inc. · CRD 155576
Jonathan R. Creighton1495897Concorde Investment Servics, LLC · CRD 151604
Lawrence R. Greenfield4056913Arete Wealth Management, LLC · CRD 44856
Carl Edwards Jr.550414Calton & Associates, Inc. · CRD 20999
Blayne A. Andersen5727397Parkland Securities, LLC · CRD 115368
James D. Kent Jr.2255753Newport Coast Securities, Inc. · CRD 16944
David A. Schlein43344701st Global Capital Corp. · CRD 30349
Debra J. Schleining2768752McDermott Investment Services, LLC · CRD 154926
John G. Chess4812430Investacorp, Inc. · CRD 7684
John H. Scully803539Centaurus Financial, Inc. · CRD 30833
Kate M. King4654157Centaurus Financial, Inc. · CRD 30833
Jerome O. Jacobs21606301st Global Capital Corp. · CRD 30349
William J. Bugdon5720121Investacorp, Inc. · CRD 7684
Robert R. Tweed2339324Cabot Lodge Securities LLC · CRD 159712
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Steven B. Shaiman4114227Calton & Associates, Inc. · CRD 20999
John S. Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Duane M. Toney4627140Cambridge Investment Research, Inc. · CRD 39543
Noah P. Bergeron Jr.1056146Sigma Financial Corporation · CRD 14303
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
David G. Meachan1045678Centaurus Financial, Inc. · CRD 30833
Carl A. Linquist4426314JRL Capital Corporation · CRD 10225
Timothy J. Kissling2515918Madison Avenue Securities, LLC · CRD 23224
Marcel Pahmer4565391Centaurus Financial, Inc. · CRD 30833
Richard M. Waters2421557Infinex Investments, Inc. · CRD 35371
Edwin T. Suzuki4851317Westpark Capital, Inc. · CRD 39914
Joseph A. Graziano2442582TFS Securities, Inc. · CRD 20626
Kris R. Keller5393440Silver Portal Capital LLC · CRD 114290
David C. Pitcher44848201st Global Capital Corp. · CRD 30349

Source: Form D, filed Dec 8, 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.

People and organizations reported in Form D filings
NameReported role
Capital Corporation Inland Private Promoter
Keith Lampi Executive
Portfolio I, L.L.C. Self Storage Promoter
Exchange, L.L.C. Self Storage Portfolio I Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523