Form D · Other Real Estate

Self-Storage Portfolio IV DST

Oak Brook, IL · CIK 0001704610

Offering snapshot reported Jul 25, 2018 · SEC filing

Reported sold
$26.8M
Offering amount: $26.8M
Investors reported
45
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 17, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.4M$26.8MApr 28, 2017: $1,323,779.00Apr 28, 2017May 17, 2017: $7,082,845.00Jun 6, 2017: $7,404,865.00Jun 20, 2017: $19,105,658.00Jun 22, 2017: $19,776,204.00Jul 7, 2017: $23,948,215.00Jul 20, 2017: $25,149,375.00Aug 29, 2017: $26,090,477.00Jul 25, 2018: $26,755,741.00Jul 25, 2018

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$26,090,477 → $26,755,741
  • Reported investors43 → 45

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 25, 2018Amendment$26,755,741$665,264vs Aug 29, 201745SEC filing
Aug 29, 2017Amendment$26,090,477$941,102vs Jul 20, 201743SEC filing
Jul 20, 2017Amendment$25,149,375$1,201,160vs Jul 7, 201739SEC filing
Jul 7, 2017Amendment$23,948,215$4,172,011vs Jun 22, 201736SEC filing
Jun 22, 2017Amendment$19,776,204$670,546vs Jun 20, 201729SEC filing
Jun 20, 2017Amendment$19,105,658$11,700,793vs Jun 6, 201713SEC filing
Jun 6, 2017Amendment$7,404,865$322,020vs May 17, 201712SEC filing
May 17, 2017Amendment$7,082,845$5,759,066vs Apr 28, 201710SEC filing
Apr 28, 2017Initial$1,323,779No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.34M (estimated)
Finders' fees
$0
Form D file number
021-285748
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Private Capital Corporation15807Inland Private Capital Corporation · CRD 15807
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
Timothy L. Stauffer4178198Concordde Investment Services, LLC · CRD 151604
Joseph G. Michaletz1327534Cocncorde Investment Services, LLC · CRD 151604
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
April D. Guinchard1723146Silver Portal Capital LLC · CRD 1142920
Debra J. Schleining2768752McDermott Investment Services, LLC · CRD 154926
Jason D. Stone5455271Crown Capital Securites, L.P. · CRD 6312
Peter Cherin6787497Sandlapper Securities, LLC · CRD 137906
Jonathan R. Creighton1495897Concorde Investment Services, LLC · CRD 151604
Gene A. Brehm28154371st Global Capital Corp. · CRD 30349
Jason M. Baker2571121Cambridge Investment Research, Inc. · CRD 39543
Preston P. Morkis5179201Concorde Investmetnn Services, LLC · CRD 151604
Craig E. Fernsler5558907Silver Portal Capital LLC · CRD 114290
Joel F. Woods1470780Concorde Investment Service, LLC · CRD 151604
Alan N. Lichtenstein1877017Concorde Investment Service, LLC · CRD 151604
David A. Langan3183316Cambridge Investment Research, Inc. · CRD 39543
Bruce C. Hatter2963171Proequities, Inc. · CRD 15708
Jeffrey B. Baker2102752Vanderbilt Securities, LLC · CRD 5953
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Jeffrey A. Kiesnoski2688017Concorde Investment Services, LLC · CRD 151604
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Gary L. Chapman5244594Concorde Investment Services, LLC · CRD 151604
Willard B. Wellings44368151st Global Capital Corp. · CRD 30349
Juile L. Bradsher52307711st Global Capital Corp. · CRD 30349
Ann H. Stewart2388888Cambridge Investment Research, Inc. · CRD 39543
David P. Robinson1980643FSC Securities Corporation · CRD 7461
Jack W. Stumpus2909689Sagepoint Financial, Inc. · CRD 133763
Kevin M. Sweeney42812561st Global Capital Corp. · CRD 30349
Laurence A. Iannarelli1221062FSC Securities Corporation · CRD 7461
David T. Phillips3094195Moloney Sercurities Co., Inc. · CRD 38535
Christian S. Nielson4866971Primex · CRD 29394

Source: Form D, filed Jul 25, 2018. 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
Iv, L.L.C. Seld Storage Portfolio Promoter
Iv, L.L.C. Self Storage Portfolio Promoter
Exchange, L.L.C. Self Storage Portfolio Iv Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523