Form D · Commercial

Zero Coupon Ann Arbor Lab DST

Oak Brook, IL · CIK 0001987267

Offering snapshot reported May 23, 2024 · SEC filing

Reported sold
$12.2M
Offering amount: $18.5M
Investors reported
101
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 9, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.09M$12.2MJul 26, 2023Dec 19, 2023: $5,736,809.00Dec 19, 2023May 23, 2024: $12,179,817.00May 23, 2024

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$5,736,809 → $12,179,817
  • Reported investors45 → 101

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 23, 2024Amendment$12,179,817$6,443,008vs Dec 19, 2023101SEC filing
Dec 19, 2023Amendment$5,736,809No comparison45SEC filing
Jul 26, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$924K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-487895

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Arkadios Capital282710
Nationwide Planning Associates, Inc.31029
Great Point Capital LLC114203
Emerson Equity LLC130032
McDermott Investment Services, LLC154926
DAI Securities, LLC36673
DFPG Investments, LLC155576
Harbour Investment, Inc.19258
Centaurus Financial, Inc.30833
Cabot Lodge Securities LLC159712
Lightpath Capital, Inc.34617
Innovation Partners LLC146344
Realta Equities, Inc.23769
AAG Capital, Inc.188

Source: Form D, filed May 23, 2024. 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 Zc Ann Arbor Lab Exchange, L.L.C. Executive
N/A Zero Coupon Ann Arbor Lab, L.L.C. Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523