EFDID: 151227EFD: View Filing

Issuer: Healthcare Portfolio DST (0001652677) - D/A

Accession: 0001652677-15-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001652677
  • Entity Name:
    Healthcare Portfolio DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2015)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    Capital Corporation Inland Private
    Promoter 
    Sponsor of the Issuer.
    Portfolio, L.L.C. Healthcare
    Promoter 
    Depositor of the Issuer.
    Portfolio Exchange, L.L.C. Healthcare
    Promoter 
    Signatory Trustee of the Issuer.
    Keith Lampi
    Executive Officer 
    Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Healthcare Portfolio Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio DST.
EDGAR: Offering Information
  • Accession Date:
    11/12/2015
  • First Sale Date:
    09/28/2015
  • Offering Amount:
    $35,708,329
  • Amount Sold:
    $29,482,010
  • Amount Remaining:
    $6,226,319
  • Exemptions:
    Rule 506
  • Security Type(s):
    Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:None
Inactive:CO, GA, IA, IL, IN, KY, MD, NE, NJ, OK, PA, TN, TX, UT, WI
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Inland Securities Corporation 15807 Inland Securities Corporation 15807 IL
Craig M. Rollins 1896698 DFPG Investments, Inc. 155576 UT
Donald P. Westerhoff 2367692 Commonwealth Financial Network 8032 FL
Gary L. Chapman 5244594 Berthel, Fisher & Company Financial Services, Inc. 13609 IN
James A. Davenport 2200818 Triad Advisors, Inc. 25803 NC
Jason M. Nelson 3069330 Coordinated Capital Securities, Inc. 14762 KY
Robert R. Tweed 2339324 Concorde Investment Services, LLC 151604 CA, TX
Leslie M. Pappas 1735372 Lightpath Capital, Inc. 34617 CA
John H. Scully 803539 Centaurus Financial, Inc. 30833 IL
Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 NC
Mark T. Maund 3012539 Purshe Kaplan Sterling Investments 35747 GA
William S. Sheehan 2328614 DFPG Investments, Inc. 155576 CA, NJ
Danny K. Cochran 2020952 HD Vest Investment Services 13686 OK
Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 CA
Charles C. Shafe 1277113 Transam Securities, Inc. 18923 GA
Corbin S. Thomas 4234748 McDermott Investment Services, LLC 154926 CA
Mitchell E. Glicksman 2580633 Commonwealth Financial Network 8032 NJ
Joseph M. Insalaco 2978175 Concorde Investment Services, LLC 151604 NY
Ivan M. West 4921015 Sandlapper Securities, LLC 137906 UT
Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 MI
Joseph A. Nugent 4019776 Concorde Investment Services, LLC 151604 FL
Richard L. Argotsinger 1514971 Woodbury Financial Services, Inc. 421 CO
Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 CA
Bruce A. Carroll 1319858 Harbour Investments, Inc. 19258 WI
Christina S. Nielson 4866971 Primex 29394 CA
David L. Funk 2901355 1st Global Capital Corp. 30349 IN
Pat A. Mallozzi 3224500 HD Vest Investment Services 13686 NY
Jennifer K. Arnold 4973672 1st Global Capital Corp. 30349 TX
Steve J. Markey 2591317 Investacorp, Inc. 7684 TX
Patrick J. Lynch, III 1632895 Investacorp, Inc. 7684 TX
Timothy W. Greer 731658 Triad Advisors, Inc. 25803 TN
Mitchal D. O'Hare 4561108 Transamerica Financial Advisors, Inc. 16164 NE
Sigrid A. Daugaard 5481583 Transamerica Financial Advisors, Inc. 16164 NE
Thomas J. Ealy 863042 Investment Planners, Inc. 18557 IL
Joseph G. Michaletz 1327534 Triad Advisors, Inc. 25803 IA
David B. Levinson 705929 Newport Coast Securities, Inc. 16944 NY
Thomas J. Goodson 1332233 Sagepoint Financial, Inc. 133763 CA
Brian G. Brown 810068 The Strategic Financial Alliance, Inc. 126514 GA
Brody R. Bray 4727529 The Strategic Financial Alliance, Inc. 126514 GA
Dean P. McDermott 1731834 McDermott Investment Services LLC 154926 PA
Daniel E. Nemeth 6150953 McDermott Investment Services LLC 154926 PA
Robert B. Charlton II 4410333 1st Global Capital Corp. 30349 NJ
Leon Rousso 1012746 Centaurus Financial, Inc. 30833 CA
David C. Gossling 2545451 Lincoln Financial Advisors Corporation 3978 AZ
Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 OK
David E. Stone 2280955 Lincoln Financial Advisors Corporation 3978 CA
Michael A. Bendix 5379777 DFPG Investment, Inc, 155576 CA
Thomas J. Povinelli 1326492 Royal Alliance Associates, Inc. 23131 NJ
David C. Gossling 2545451 Lincoln Financial Advisors Corporation 3978 AZ
Terry L. Owens 1817623 Lincoln Financial Advisors Corporation 3870 NC
Thomas J. Kieffer 1531908 IBN Financial Services, Inc. 42360 FL
Cythnia A. Selfridge 4215878 Lincoln Financial Advisors Corporation 3978 CA
Matthew E. Roberson 3090052 Lincoln Financial Advisors Corporation 3978 CA
Lloyd M. Johnson 1626695 Capital Financial Services, Inc. 8408 MD
Ann H. Stewart 2388888 Cambridge Investment Research, Inc. 39543 CO
Karen Fleming 1142002 Sagepoint Financial, Inc. 133763 KS
Donovan T. Kelly 2622366 Financial Group, LLC 7717 MT
Geraldine L. Cherrey Diamond 2394497 Cambridge Investment Research, Inc. 39543 MD
Carol B. Holm 1178157 Centaurus Financial, Inc. 30833 ID
Daniel J. Luke 4324353 DFPG Investments, Inc. 155576 UT
Eric P. Scruggs 6082402 The Strategic Financial Alliance, Inc. 126514 MA
Jarrod F. Hirschfield 4666092 Ameritas Investments 14869 OH
Elliot V. Hill 5778698 McDermott Investment Services LLC 154926 ME
Bryon E. Martinsen 1621649 Centaurus Financial, Inc. 30833 NY
William J. Bugdon 5720121 Investacorp, Inc. 7684 NJ
Stacey J. Morimoto 4420782 DFPG Investments, Inc. 155576 CA
John Kwasny 1059113 Woodbury Financial Services, Inc. 421 IL
Elizabeth A. Liechty 3215809 Lincoln Financial Advisors Corporation 3978 MD
Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 CA
Kurt E. Eakin 4071149 Commonwealth Financial Network 8032 CA
Joseph G. Michaletz 1327534 Concorde Investment Services, LLC 151604 MN
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Healthcare Portfolio DST/s/ Keith LampiKeith LampiPresident of the Member of the Signatory Trustee2015-11-12
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Jan. 12, 2016 151227: 0001652677-16-000006 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $35,708,329
D/A Nov. 23, 2015 151227: 0001652677-15-000005 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $34,221,641
Remaining: $1,486,688
D/A Nov. 23, 2015 151227: 0001652677-15-000004 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $34,221,641
Remaining: $1,486,688
D/A Nov. 12, 2015 151227: 0001652677-15-000003 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $29,482,010
Remaining: $6,226,319
D/A Oct. 23, 2015 151227: 0001652677-15-000002 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $27,482,327
Remaining: $8,226,002
D Oct. 16, 2015 151227: 0001652677-15-000001 Healthcare Portfolio DST
Offer Amount: $35,708,329
Amount Sold: $17,849,105
Remaining: $17,859,224