Form D · Other Real Estate

Zero Coupon Pharmacy V DST

Oak Brook, IL · CIK 0001603338

Offering snapshot reported Jan 29, 2015 · SEC filing

Reported sold
$7.86M
Offering amount: $7.86M
Investors reported
46
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 27, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.93M$7.86MApr 9, 2014: $2,628,685.00Apr 9, 2014May 5, 2014: $4,229,685.00May 28, 2014: $5,508,204.00Jun 11, 2014: $5,754,928.00Jun 25, 2014: $6,317,826.00Aug 27, 2014: $7,307,032.00Jan 29, 2015: $7,857,589.00Jan 29, 2015

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$7,307,032 → $7,857,589
  • Reported investors40 → 46

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2015Amendment$7,857,589$550,557vs Aug 27, 201446SEC filing
Aug 27, 2014Amendment$7,307,032$989,206vs Jun 25, 201440SEC filing
Jun 25, 2014Amendment$6,317,826$562,898vs Jun 11, 201428SEC filing
Jun 11, 2014Amendment$5,754,928$246,724vs May 28, 201424SEC filing
May 28, 2014Amendment$5,508,204$1,278,519vs May 5, 201422SEC filing
May 5, 2014Amendment$4,229,685$1,601,000vs Apr 9, 201414SEC filing
Apr 9, 2014Initial$2,628,685No comparison6SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$471K (estimated)
Finders' fees
$0
Form D file number
021-215225
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Peter D. Fisher1259923Investacorp, Inc. · CRD 7684
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Barry W. LeMay306332Concorde Investment Services, LLC · CRD 151604
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Robert B. Knowles4398143
Patrick J. Lynch, III1632895Investacorp, Inc. · CRD 7684
Steven I. Kolinsky1090913American Portfolio Financial Services, Inc. · CRD 18487
Jason L. Steele2674860Prospera Financial Services, Inc. · CRD 10740
Trawnegan Gill6266415Sandlapper Securities, LLC · CRD 137906
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Marjorie F. Determan1316549Commonwealth Financial Network · CRD 8032
Scott D. Offerman4619093Concorde Investment Services, LLC · CRD 151604
Norman G. Price2406981RP Capital LLC · CRD 134768
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Eric J. Schindler1439999Cetera Advisors LLC · CRD 10299
Brian D. Vosberg4476509Centaurus Financial, Inc. · CRD 30833
Christopher M. Vizzi5095868Independent Financial Group, LLC · CRD 7717
Thomas A. Gray1963306Triad Advisors, Inc. · CRD 25803
Joseph M. Insalaco2978175Triad Advisors, Inc. · CRD 25803
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604

Source: Form D, filed Jan 29, 2015. 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
Capital Corporation Inland Private Promoter
Pharmacy V, L.L.C. Zero Coupon Promoter
Pharmacy Exchange V, L.L.C. Zero Coupon Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523