Form D · Other Real Estate
Texas Healthcare Portfolio DST
Oak Brook, IL · CIK 0001675933
Offering snapshot reported Dec 22, 2016 · SEC filing
- Reported sold
- $45.8M Offering amount: $45.8M
- Investors reported
- 126 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 31, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$4,465,168 → $45,751,631
- Reported investors12 → 126
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 22, 2016 | Amendment | $45,751,631 | $41,286,463vs Jun 8, 2016 | 126 | SEC filing |
| Jun 8, 2016 | Initial | $4,465,168 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.61M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-264567
Amount includes selling commissions, dealer fee and placement agent fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Edwin T. Suzuki | 4851317 | Westpark Capital Inc. · CRD 39914 |
| David B. Levinson | 705929 | Westpark Capital Inc. · CRD 39914 |
| 1st Global Capital Corp. | 30349 | 1st Global Capital Corp. · CRD 30349 |
| Peter C. Cook | 1626293 | Vanderbilt Securities LLC · CRD 5953 |
| Concorde Investment Services LLC | 151604 | Concorde Investment Services LLC · CRD 151604 |
| Kerri Sullivan-Kreiss | 214713 | Commonwealth Financial Network · CRD 8032 |
| Paul N. Mathewson | 3079515 | Commonwealth Financial Network · CRD 8032 |
| Kurt C. Jackson | 2913769 | Commonwealth Financial Network · CRD 8032 |
| Daniel Uhm | 4701186 | Commonwealth Financial Network · CRD 8032 |
| Silver Portal Capital LLC | 114290 | Silver Portal Capital LLC · CRD 114290 |
| DFPG Investments Inc. | 155576 | DFPG Investments Inc. · CRD 155576 |
| David C. Miller | 2494409 | Calton & Associates Inc. · CRD 20999 |
| Colorado Financial Service Corporation | 104343 | Colorado Financial Service Corporation · CRD 104343 |
| John W. Kenny | 268043 | American Investors Company · CRD 38 |
| Gary E. Conley | 52159 | American Investors Company · CRD 38 |
| Investacorp Inc. | 7684 | Investacorp Inc. · CRD 7684 |
| Eric Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Adam Young | 6640146 | Nationwide Planning Associates Inc. · CRD 31029 |
| Elliot V. Hill | 5778689 | McDermott Investment Services LLC · CRD 154926 |
| Corbin S. Thomas | 4234748 | McDermott Investment Services LLC · CRD 154926 |
| Debra J. Schleining | 2768752 | McDermott Investment Services LLC · CRD 154926 |
| Royal Alliance Associates Inc. | 23131 | Royal Alliance Associates Inc. · CRD 23131 |
| Mark Alan Kemp | 2057200 | McNally Financial Services Corporation · CRD 121196 |
| Brian C. Greenberg | 2838351 | Woodbury Financial Services Inc. · CRD 421 |
| Mark A. Aleman | 2922342 | Woodbury Financial Services Inc. · CRD 421 |
| Mark Fleksher | 2692080 | Securities America inc. · CRD 10205 |
| Peter Mack | 2846056 | Securities America Inc. · CRD 10205 |
| Michael J. Garvey | 1110254 | Securities America Inc. · CRD 10205 |
| Andres P. Ichaso | 6265351 | Lighthouse Capital Group LLC · CRD 169135 |
| Jeremy A. Kisner | 2052115 | Crown Capital Securities LP · CRD 6312 |
| Robert J. Luna | 3165706 | Crown Capital Securities LP · CRD 6312 |
| Steve Whyte | 5941423 | Crown Capital Securities LP · CRD 6312 |
| Sagepoint Financial Inc. | 133763 | Sagepoint Financial Inc. · CRD 133763 |
| Melinda Olbert | 2893793 | Cetera Advisors LLC · CRD 10299 |
| James P. Siemonsma | 2172228 | ProEquities Inc. · CRD 15708 |
| Ed Meekins | 3255988 | ProEquities Inc. · CRD 15708 |
| Glen E. Kauffman | 1364121 | ProEquities Inc. · CRD 15708 |
| FSC Securities Corporation | 7461 | FSC Securities Corporation · CRD 7461 |
| Cambridge Investment Research Inc. | 39543 | Camridge Investment Research Inc. · CRD 39543 |
| Jeffrey J. Arburn | 1475817 | Whitehall-Parker Securities Inc. · CRD 10608 |
| Michael V. Papa | 2110122 | Girard Securities Inc. · CRD 18697 |
| Mike R. Kilpatrick | 1278618 | Centaurus Financial Inc. · CRD 30833 |
| Peter A. Finnegan | 1336798 | Huntwicke Securities LLC · CRD 146993 |
| Robert R. Tweed | 2339324 | Cabot Lodge Securities LLC · CRD 159712 |
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| Peter C. Han | 4704497 | First Allied Securities Inc. · CRD 32444 |
| Brian E. Kampbell | 4211321 | Voya Financial Advisors Inc. · CRD 2882 |
| William H. Lowell | 1158722 | Lowell & Company Inc. · CRD 24913 |
| Kenneth H. Williams | 867975 | Cetera Advisor Networks LLC · CRD 13572 |
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
Source: Form D, filed Dec 22, 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.
| Name | Reported role |
|---|---|
| N/A Inland Private Capital Corporation | Executive |
| N/A Texas Healthcare Portfolio Exchange, L.L.C. | Executive |
| N/A Texas Healthcare Portfolio, L.L.C. | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523