Form D · Other Real Estate

Self-Storage Portfolio XV DST

Oak Brook, IL · CIK 0001901727

Offering snapshot reported Oct 21, 2022 · SEC filing

Reported sold
$120M
Offering amount: $120M
Investors reported
261
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 5, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$60M$120MJan 7, 2022Apr 28, 2022: $101,187,824.00Apr 28, 2022Oct 21, 2022: $120,065,295.00Oct 21, 2022

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$101,187,824 → $120,065,295
  • Reported investors210 → 261

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 21, 2022Amendment$120,065,295$18,877,471vs Apr 28, 2022261SEC filing
Apr 28, 2022Amendment$101,187,824No comparison210SEC filing
Jan 7, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-428274

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Calton & Associates, Inc.20999
Chelsea Financial Services47770
Concorde Investment Services, LLC151604
Arkadios Capital282710
Emerson Equity LLC130032
McDermott Investment Services, LLC154926
Thornhill Securities, Inc.22333
Cambridge Investment Research, Inc.39543
Wilson-Davis & Co., Inc.3777
Whitehall-Parker Securities, Inc.10608
Colorado Financial Service Corporation104343
National Securities Corporation7569
Avantax Investment Services, Inc.13686
Cabot Lodge Securities LLC159712
NexTrend Securities, Inc.43710
Stifel Nicolaus & Company, Incorporated793
DFPG Investments, LLC155576
Berthel, Fisher & Company Financial Services, Inc.13609
Independent Financial Group, LLC7717
Kingswood Capital Partners, LLC28898
The Strategic Financial Alliance, Inc.126514
Ameritas Investment Company, LLC14869
Cetera Advisor Networks LLC13572
Concourse Financial Group Securities, Inc.15708
Kalos Capital, Inc.44337
DAI Securities, LLC36673
Purshe Kaplan Sterling Investments35747
Lincoln Financial Advisors Corporation3978
Great Point Capital LLC114203
Sagepoint Financial, Inc.133763
Woodbury Financial Services, Inc.421
Westpark Capital, Inc.39914
First Allied Securities, Inc.32444
Nationwide Planning Associates Inc.31029
Lion Street Financial, LLC165828
RCX Capital Group, LLC114290
M Holdings Securities, Inc.43285
Royal Alliance Associates, Inc.23131
WealthForge Securities, LLC152550
Triad Advisors, LLC25803
American Trust Investment Services, Inc.3001
Private Client Services, LLC120222
Securities America, Inc.10205
Money Concepts Capital Corp.12963
Vanderbilt Securities, LLC5953
Centaurus Financial, Inc.30833
M.S. Howells & Co.104100
Capital Investment Group, Inc.14752
Alexander Capital, L.P.40077
Titan Securities131392
Capulent LLC155155
Western International Securities, Inc.39262
FSC Securities Corporation7461
Independence Capital Co., Inc.24723

Source: Form D, filed Oct 21, 2022. 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 Xv, L.L.C. Executive
N/A Self Storage Xv Exchange, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523