Form D · Other Real Estate

University Venture DST

Oak Brook, IL · CIK 0001507993

Offering snapshot reported Aug 1, 2011 · SEC filing

Reported sold: $10.7M
Investors reported: 41
Minimum accepted: $25K
First sale: Dec 14, 2010

Fundraising history

Reported sold

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$4,909,560 → $10,697,831
Reported investors28 → 41

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 1, 2011	Amendment	$10,697,831	$5,788,271vs Feb 10, 2011	41	SEC filing
Feb 10, 2011	Amendment	$4,909,560	$3,152,400vs Jan 24, 2011	28	SEC filing
Jan 24, 2011	Amendment	$1,757,160	$751,184vs Jan 5, 2011	14	SEC filing
Jan 5, 2011	Initial	$1,005,976	No comparison	6	SEC filing

Offering details

Securities: Other
Exemptions: 06
Duration over one year: No
Business combination: No

Sales commissions: $749K
Finders' fees: $0
Form D file number: 021-153041

Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Inland Securities Corporation	15807	Inland Securities Corporation · CRD 15807
Kirk M. Balin	4590715	Securities Service Network, Inc. · CRD 13318
Robert S. Smith	1412333	Pacific West Securities, Inc. · CRD 6390
Donald T. Milin	334302	Western International Securities, Inc. · CRD 39262
Nathan L. Rewerts	2913269	Investment Planners, Inc. · CRD 18557
Robert J. Bateman, Jr.	3240224	FSC Securities Corporation · CRD 7461
Charles W. Fowler	4750998	Pacific West Securities, Inc. · CRD 6390
Gregory D. Collins	2299365	American Portfolio Financial Services, Inc. · CRD 18487
Peter A. Finnegan	1336798	Phalanx Trading, LLC · CRD 146993
Galen K. Unruh	4442083	Investment Planners, Inc. · CRD 18557
Billy E. Foster	1013897	United Planners' Financial Services of America · CRD 20804
Christopher G. Conness	4778193	G.F. Investment Services, LLC · CRD 132939
Terry A. Vrieze	455952	Broker Dealer Financal Services Corp. · CRD 8073
Ryan M. Day	3063438	KCG Securities, LLC · CRD 151300
Patrick T. Carney	4723981	VSR Financial Services, Inc. · CRD 14503
Robert J. Luna	3165706	Crown Capital Securities, L.P. · CRD 6312
William H. Crew, III	2337293	LPL Financial LLC · CRD 6413
Christopher J. Wagner	2928202	LPL Financial LLC · CRD 6413
Rebecca L. Anderson	1690531	Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Daniel W. Pinkerton	2128422	LPL Financial LLC · CRD 6413
Gary G. Benson	1182211	NPB Financial Group, LLC · CRD 137743
David L Cowguill	1275601	Woodbury Financial Services, Inc. · CRD 421
Thomas E. Burns, III	36422	Crown Capital Securities, L.P. · CRD 6312
Douglas A. Holzkamp	2250254	First Allied Securities, Inc. · CRD 32444
Jeffrey S. Gurman	2112531	Woodbury Financial Services, Inc. · CRD 421
Charles A. Smith	3242263	LPL Financial LLC · CRD 6413
Donald G. Dewaay, Jr.	1297174	Dewaay Financial Network, LLC · CRD 30767
Randee K. Cook	1300458	LPL Financial LLC · CRD 6413
Brian C. Van Engen	2178702	LPL Financial LLC · CRD 6413

Source: Form D, filed Aug 1, 2011. 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
Name	Reported role
Capital Corporation Inland Private	Promoter
Venture, L.L.C. University	Promoter
Venture, L.L.C. University Exchange	Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:

2901 Butterfield Road
Oak Brook, IL, 60523