Form D · Other Real Estate

Self-Storage Portfolio IX DST

Oak Brook, IL · CIK 0001789375

Offering snapshot reported May 7, 2020 · SEC filing

Reported sold
$17.8M
Offering amount: $17.9M
Investors reported
51
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 16, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.91M$17.8MSep 30, 2019: $2,585,406.00Sep 30, 2019Oct 16, 2019: $9,916,111.00Nov 12, 2019: $10,416,111.00Nov 12, 2019Nov 21, 2019: $14,500,597.00Jan 17, 2020: $16,455,473.00Jan 17, 2020May 7, 2020: $17,819,110.00May 7, 2020

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$16,455,473 → $17,819,110
  • Reported investors48 → 51

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 7, 2020Amendment$17,819,110$1,363,637vs Jan 17, 202051SEC filing
Jan 17, 2020Amendment$16,455,473$1,954,876vs Nov 21, 201948SEC filing
Nov 21, 2019Amendment$14,500,597$4,084,486vs Nov 12, 201943SEC filing
Nov 12, 2019Amendment$10,416,111$500,000vs Oct 16, 201928SEC filing
Oct 16, 2019Amendment$9,916,111$7,330,705vs Sep 30, 201927SEC filing
Sep 30, 2019Initial$2,585,406No comparison5SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$893K
Finders' fees
$0
Form D file number
021-349997
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Mc Dermott Investment Services, LLC154926
WealthForge Securities LLC152550
RCX Capital Group LLC114290
Concorde Investment Services, LLC151604
JRL Capital Corporation10225
Cambridge Investment Research39543
Arkadios Capital282710
Westpark Capital Inc39914
Avantax Investment Services Inc13686
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.18487
Colorado Financial Service Corp104343
Independent Financial Group, LLC7717
Triad Advisors, Inc.25803
DFPG Investments, Inc.155576
Securities America Inc.10205
SAGEPOINT FINANCIAL, INC.133763
AUSDAL FINANCIAL PARTNERS, INC.7995
Royal Alliance Associates, Inc.23131
DAI Securities LLC36673

Source: Form D, filed May 7, 2020. 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
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Self Storage Portfolio Ix Exhange, Llc Executive
N/A Self Storage Portfolio Ix, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523