Form D · Other Real Estate

Self-Storage Qualified Opportunity Fund, L.L.C.

Oak Brook, IL · CIK 0001829187

Offering snapshot reported Jan 5, 2022 · SEC filing

Reported sold
$100M
Offering amount: $100M
Investors reported
411
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 17, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$50M$100MJul 16, 2021: $99,958,924.00Jul 16, 2021Jan 5, 2022: $99,958,924.00Jan 5, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2022Amendment$99,958,924$0vs Jul 16, 2021411SEC filing
Jul 16, 2021Amendment$99,958,924No comparisonNot reportedSEC filing
Oct 20, 2020Initial$108,108No comparison1SEC 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
021-378387

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
AAG CAPITAL, INC188
AMERICAN INVESTORS COMPANY38
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.18487
American Trust Investment Services Inc3001
AMERITAS INVESTMENT COMPANY, LLC14869
Arkadios Capital282710
Ausdal Financial Partners, Inc.7995
Avantax Investment Services Inc13686
CALTON & ASSOCIATES, INC.20999
Cambridge Investment Research39543
Capulent LLC155155
Centaurus Financial, Inc.30833
Concorde Investment Services, LLC151604
Crown Capital Securities L.P.6312
DAI SECURITIES, LLC36673
Dempsey Lord Smith, LLC141238
DMK ADVISOR GROUP, INC.41067
Emerson Equity LLC130032
Rainmaker Securities, LLC132995
RCX Capital Group, LLC114290
Harbour Investments, Inc.19258
Lincoln Financial Advisors Corporation3978
Somerset Securities, Inc.2493
Infinity Financial Services144302
Independent Financial Group, LLC7717
Great Point Capital LLC114203
Lion Street Financial, LLC165828
WealthForge Securities, LLC152550
Purshe Kaplan Sterling Investments35747
Kalos Capital, Inc.44337
MHL Investments2535
International Assets Advisory, LLC10645
The Strategic Financial Alliance, Inc.126514
Thornhill Securities, Inc.22333
Saxony Securities, Inc.115547
M. S. Howells & Co.104100
Western International Securities, Inc.39262

Source: Form D, filed Jan 5, 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 Qoz Manager, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523