Form D · Other Real Estate
Texas Healthcare Portfolio II DST
Oak Brook, IL · CIK 0001714406
Offering snapshot reported Dec 14, 2017 · SEC filing
- Reported sold
- $55M Offering amount: $55M
- Investors reported
- 135 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 16, 2017 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$54,187,373 → $55,012,373
- Reported investors132 → 135
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 14, 2017 | Amendment | $55,012,373 | $825,000vs Nov 22, 2017 | 135 | SEC filing |
| Nov 22, 2017 | Amendment | $54,187,373 | $5,156,436vs Nov 3, 2017 | 132 | SEC filing |
| Nov 3, 2017 | Amendment | $49,030,937 | $4,439,367vs Oct 18, 2017 | 121 | SEC filing |
| Oct 18, 2017 | Amendment | $44,591,570 | $9,692,644vs Sep 28, 2017 | 106 | SEC filing |
| Sep 28, 2017 | Amendment | $34,898,926 | $19,895,731vs Sep 20, 2017 | 84 | SEC filing |
| Sep 20, 2017 | Amendment | $15,003,195 | $1,904,257vs Sep 12, 2017 | 50 | SEC filing |
| Sep 12, 2017 | Amendment | $13,098,938 | $3,875,563vs Sep 8, 2017 | 28 | SEC filing |
| Sep 8, 2017 | Amendment | $9,223,375 | $4,265,372vs Aug 30, 2017 | 22 | SEC filing |
| Aug 30, 2017 | Initial | $4,958,003 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.75M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-293807
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| William L. Toft | 1226753 | Fetl & Company · CRD 6905 |
| Curtis L. Whipple | 1657643 | Kalos Capital, Inc. · CRD 44337 |
| Michael A. Bendix | 5379777 | Cedar Crest Advisors, LLC · CRD 187514 |
| Shawn L. Valentine | 4632973 | Calton & Associates, Inc. · CRD 20999 |
| Mitchal D. O'Hare | 4561108 | Cambridge Investments Research, Inc. · CRD 39543 |
| Sigrid A. Daugaard | 5481583 | Cambridge Investment Research, Inc. · CRD 39543 |
| Edward E. Fernandez | 2956661 | Fintech Clearing, LLC · CRD 134742 |
| Corbin S. Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| William S. Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Joseph G. Michaletz | 1327534 | Concorde Investment Services, LLC · CRD 151604 |
| David B. Alexander | 5264835 | 1st Global Capital Corp. · CRD 30349 |
| David M. Lademan | 2479077 | Kalos Capital, Inc. · CRD 44337 |
| Elizabeth L. Friant | 2122446 | Wealthforge Securities. LLC · CRD 152550 |
| Gary L. Leavitt | 712745 | Investment Security Corporation · CRD 47536 |
| Roger T. Tadsen | 1053510 | Northland Securities, Inc. · CRD 40258 |
| Eric S. Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| Erkki M. Peippo | 4570008 | Sagepoint Financial, Inc. · CRD 133763 |
| Steven J. Yazbeck | 2293457 | Sagepoint Financial, Inc. · CRD 133763 |
| Robert A. Herje | 1496687 | Northland Securities, Inc, · CRD 40258 |
| Daniel P. Raupp | 4079107 | Concorde Investment Services, LLC · CRD 151604 |
| Byron J. Ishiwata | 4610456 | 1st Global Capital Corp. · CRD 30349 |
| Robert S. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| John M. Kosmicki | 2093885 | Questar Capital Corporation · CRD 43100 |
| Mikel R. Featherston | 1885948 | Calton & Associates, Inc. · CRD 20999 |
| Julienne E. Riddell | 5682274 | Sandlapper Securities, LLC · CRD 137906 |
| Kimberly J. Hart | 6470382 | Primex · CRD 29394 |
| Gregory D. Harris | 6428084 | Sagepoint Financial, Inc. · CRD 133763 |
| Christopher L. Hasbrouck | 4886421 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Scott S. Brown | 4322420 | 1st Global Capital Corp. · CRD 30349 |
| Todd W. Carter | 1122956 | Private Client Services, LLC · CRD 120222 |
| John E. Levee | 2022567 | DFPG Investments, Inc. · CRD 155576 |
| Jeffrey L. Tiona | 2685872 | Commonwealth Financial Network · CRD 8032 |
| Mark A. Smith | 1255998 | Royal Alliance Assocates, Inc. · CRD 23131 |
| Scott P. Inabnet | 4603481 | 1st Global Capital Corp. · CRD 30349 |
| Christina L. Orta | 3278327 | Securities America, Inc. · CRD 10205 |
| Thomas G. Scheiman | 1508288 | Independence Capital Co., Inc. · CRD 24723 |
| David P. Dahill | 6581024 | Welathforge Securities, LLC · CRD 152550 |
| Keith A. Vanhoy | 4910722 | 1st Global Capital Corp. · CRD 30349 |
| Keith C. Moore | 5191450 | Fintech Clearing, LLC · CRD 134742 |
| Douglas I. Donald | 3250757 | 1st Global Capital Corp. · CRD 30349 |
| Taylor K. Knopf | 6645700 | Cambridge Investment Research, Inc. · CRD 39543 |
| David P. Robinson | 1980643 | FSC Sercurites Corporation · CRD 7461 |
| John T. Christy | 457358 | Royal Alliance Associates, Inc. · CRD 23131 |
| Paul L. Rogers | 6296495 | Silver Portal Capital LLC · CRD 114290 |
| Chin Po | 2646769 | HD Vest Investment Services · CRD 13686 |
| Anthony K. Urban | 3181241 | FSC Securites Corporation · CRD 7461 |
| Barry R. Ozer | 5727882 | FSC Securites Corporation · CRD 7461 |
| Silver Portal Capital LLC | 114290 | Silver Portal Capital LLC · CRD 114290 |
| Charles C. Werckenthien | 1009448 | Cambridge Investment Research, Inc. · CRD 39543 |
| John P. Schlatter | 1800152 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Jeffrey L. Bangerter | 1687028 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Charles G. Morgan | 5522992 | Lowell & Company, Inc, · CRD 24913 |
| David A. Kangas | 6591398 | Sandlapper Securites, LLC · CRD 137906 |
| John E. Bishop | 866202 | Colorado Financial Service Corporation · CRD 104343 |
| David B. Levinson | 705929 | Westpark Capital, Inc. · CRD 39914 |
| Michael J. Messer | 2070746 | Voya Financial Advisors, Inc. · CRD 2882 |
| Susan J. Gitt | 5580509 | Great Point Capital LLC · CRD 114203 |
| Richard M. Waters Jr. | 2421557 | Infinex Investments, Inc. · CRD 35371 |
| James P. Cunningham | 3038854 | Commonwealth Financial Network · CRD 8032 |
| Kurt W. Whitesell | 1675434 | Commonwealth Financial Network · CRD 8032 |
| Dominick J. Sarinelli | 5409729 | 1st Global Capital Corp. · CRD 30349 |
| Michael J. D' Epagnier | 2067061 | Sagepoint Financial, Inc. · CRD 133763 |
| Conrad R. Pensavalle Jr. | 717575 | Commonwealth Financial Network · CRD 8032 |
| James R. Maxon | 5470702 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Rod Acord | 2675476 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Bruce S. Horowitz | 1333901 | Commonwealth Financial Network · CRD 8032 |
| Robert B. Malone | 4486589 | 1st Global Capital Corp. · CRD 30349 |
| Daniel W. Phillips | 4052868 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Nelvine A. Ocampo | 4165701 | Voya Financial Advisors, Inc. · CRD 2882 |
| David A. Fingerhut | 2206103 | Royal Alliance Assocaties, Inc. · CRD 23131 |
| Daniel S. Phillips | 6326413 | Cambridge Investment Research, Inc. · CRD 39543 |
| Daniel T. Vincent | 4400096 | 1st Global Capital Corp. · CRD 30349 |
| Walter R. Webb Jr. | 1120975 | FSC Securities Corporation · CRD 7461 |
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| Michael Stieglitz | 4623788 | 1st Global Capital Corp. · CRD 30349 |
| Scott S. Offerman | 4619093 | Sandlapper Securites, LLC · CRD 137906 |
| Michael A. Curley Sr. | 3259110 | Cambridge Investment Research, Inc. · CRD 39543 |
| Steven A. Henderson | 2581092 | 1st Global Capital Corp. · CRD 30349 |
| Gerrin P. Degroot | 4817044 | 1st Global Capital Corp. · CRD 30349 |
| James L. Duchene Jr. | 4655062 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Anthony Casagrande | 3154883 | HD Vest Investment Services · CRD 13686 |
| Glen J. Darmos | 2571615 | Berthel, Fishers & Company Financial Services, Inc. · CRD 13609 |
| Michael W. Speer | 2414155 | Cambridge Investment Research, Inc. · CRD 39543 |
| Craig M. Rollins | 1896698 | DFPG Investments, Inc. · CRD 155576 |
| Walter B. Crist | 57183 | Berthel, Fisher & Company Financial Serivces, Inc. · CRD 13609 |
| Robert R. Tweed | 2339324 | cabot Lodge Securities LLC · CRD 159712 |
| Alton D. Thiele | 4236443 | HD Vest Investment Services · CRD 13686 |
| Vincent R. Bailey Sr. | 1845517 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Michael T. Moomaw | 6236376 | 1st Global Capital Corp. · CRD 30349 |
| Walter Heidenreich III | 5073559 | Cambridge Investment Research, Inc. · CRD 39543 |
| Christopher D. Corritore | 2306471 | Vanderbilt Securities, LLC · CRD 5953 |
| Robert Procida | 1067047 | Vanderbilt Securities, LLC · CRD 5953 |
| Gary A. Debellis | 4332378 | 1st Global Capital Corp. · CRD 30349 |
| Richard T. Harris | 722644 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Jean-Louis Guinchard | 1983431 | SIlver Portal Capital LLC · CRD 114290 |
| Frank L. Smith IV | 4411417 | National Securites Corporation · CRD 7569 |
Source: Form D, filed Dec 14, 2017. 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 |
|---|---|
| Corporation Inland Private Capital | Promoter |
| Keith Lampi | Executive |
| Ii, L.L.C. Texas Healthcare Portfolio | Promoter |
| Exchange, L.L.C. Texas Healthcare Portfolio Ii | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523