EFDID: 255969EFD: View Filing

Issuer: Healthcare Portfolio IV DST (0001729447) - D/A

Accession: 0001729447-18-000004 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001729447
  • Entity Name:
    Healthcare Portfolio IV DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2017)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    Capital Corporation Inland Private
    Promoter 
    Sponsor of the issuer.
    L.L.C. Healthcare Portfolio IV,
    Promoter 
    Depositor of the Issuer.
    Exchange, L.L.C. Healthcare Portfolio IV
    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 IV Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio IV DST.
EDGAR: Offering Information
  • Accession Date:
    03/16/2018
  • First Sale Date:
    01/12/2018
  • Offering Amount:
    $39,990,338
  • Amount Sold:
    $33,351,732
  • Amount Remaining:
    $6,638,606
  • 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:DE, HI, MD, ME, MI, MO, NC, OR, PA, TX, VA
Inactive:CO, IL, MT, OH, SC, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Inland Securities Corporation 15807 Inland Securites Coporation 15807 IL
Silver Portal Capital 114290 Silver Portal Capital 114290 WA
Stacey J. Morimoto 4420782 DFPG Investments, Inc. 155576 CA
William S. Sheehan 2328314 DFPG Investments, Inc. 155576 NY, VA
Eric A. Bicknese 2829451 Nationwide Planning Associates 31029 NY
Nathaniel M. Kuhn 4324143 Concorde Investment Services, LLC 151604 IL
Jason A. Salmon 6081963 Wealthforge Securites, LLC 152550 NY, VT
Mark O. Commbe 2733655 1st Global Capital Corp. 30349 OR
Larry D. Queen 851743 Cambridge Investment Research, Inc. 39543 OH
David B. Levinson 705929 Westpark Capital, Inc. 39914 CA, MI
Daniel L. Whittenburg 218920 Lincoln Financial Advisors Corporation 3978 MT
Chay T. Lapin 6275140 Wealthforge Securities, LLC 152550 CA
David W. Toetz 1379388 Independence Capital Co., Inc. 24723 OH
Jason P. Connolly 4708924 DFPG Investments, Inc. 155576 CA
Darren P. Speight 5347461 DFPG Investments, Inc. 155576 CA
David C. Gossling 2545451 Lincoln Financial Advisors Corporation 3978 AZ
Kathleen M. Williams-Price 2450125 Lowell & Company, Inc. 24913 OK
Steven P. Lichtblau 1384239 Tirad Advisors LLC 25803 AZ
David J. Mercer 6698392 Colorado Financial Service Corporation 104343 CA
Christina S. Nielson 4866971 Primex 29394 HI, NY, PA, WA
Robert S. Hamm 1548704 Triad Advisors LLC 25803 WA
Adam J. Starr 5009294 Voya Financial Advisors, Inc. 2882 OH
Michael S. Cullen 1222982 Sagepoint Financial, Inc. 133763 CA
Harry A. Horn 1031140 Lincoln Financial Advisors Corporation 3978 MD
Leslie P. Furlong 6642597 Colorado Financial Service Corporation 104343 CA
David P. Dahill 6581024 Wealthforge Securities, LLC 152550 CO, OH
Vincient R. Bailey Sr. 1845517 Berthel, Fisher & Company Financial Services, Inc. 130609 FL
Karen Y. Holmes 2935201 1s Global Capital Corp. 30349 VA
Tae C. Kim 5637680 Woodbury Financial Services, Inc. 421 MO
Jonathan J. Twidwell 5723365 Woodbury Financial Services, Inc. 421 MO
Delio E. Londono 2695744 Sagepoint Financial Inc. 133763 CA
Mitchal D. O'Hare 4561108 Cambridge Investment Research, Inc. 39543 NE
Sigrid A. Daugaard 5481583 Cambride Investment Research, Inc. 39543 NE
Peter A. Finnegan 1336798 Huntwicke Securities, LLC 146993 MA
Brian D. Vosberg 4476509 Centaurus Financial, Inc. 30833 CA
Daniel J. Luke 432453 Cedar Crest Advisors, LLC 187514 UT
Greg L. Bernhardt 703622 NPB Financial Group, LLC 137743 CA
John P. Harvey Jr. 4227692 Sandlapper Securities, LLC 137906 CA
John G. Chess 4812430 Investacorp 7684 OH
Robert S. Smith 1412333 Conocrde Investment Services, LLC 151604 OR
Jeffrey L. Bangerter 1687028 Berthel, Fisher & Company Financial Services, Inc. 13609 CA
Corbin S. Thomas 4234748 McDermott Investment Services, LLC 154926 CA
Michael M. Busch 2193637 Woodbury Financial Services, Inc. 421 NY
Richard T. Miller 4099093 HD Vest Investment Services 13686 DE
Salvatore Francis Agnello 4180547 Woodbury Financial Services, Inc. 421 NY
Robert R. Sick 2831521 HD Vest Investment Services 13686 ME
Darrin J. Shallcross Sr. 4925393 Lincoln Financial Advisors Corporation 3978 IL
Timothy K. Whipple 2829688 DFPG Investments, Inc. 155576 UT
Peter A. Pigeon 4550227 Triad Advisors LLC 25803 SC
RCX Capital Group, LLC 114290 RCX Capital Group, LLC 114290 CA
Steven M. Katz 2947062 Money Concepts Capital Corp. 12963 MD
Clyde E. Patton 4560787 Cambridge Investment Research, Inc. 39543 LA
Jeffrey J. Arburn 1475817 Woodbury Financial Services, Inc. 421 CA
James A. Franklin 4799613 1st Global Capital Corp 30349 TX
Lois A. Leynse 2949395 HD Vest Investment Services 13686 CA
Joseph A. Nugent 4019776 Concorde Investment Services, LLC 151604 PA
Thomas H. Curry 2997794 Lincoln Financial Securities Coporation 3870 NC
Cindy Shu-Way Shi 4231195 Cambridge Investment Research, Inc. 39543 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Healthcare Portfolio IV DSTKeith LampiKeith LampiPresident of the Member of the Signatory Trustee2018-03-16
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 16, 2018 255969: 0001729447-18-000004 Healthcare Portfolio IV DST
Offer Amount: $39,990,338
Amount Sold: $33,351,732
Remaining: $6,638,606
D/A Feb. 22, 2018 255969: 0001729447-18-000003 Healthcare Portfolio IV DST
Offer Amount: $39,990,338
Amount Sold: $19,402,724
Remaining: $20,587,614
D/A Feb. 08, 2018 255969: 0001729447-18-000002 Healthcare Portfolio IV DST
Offer Amount: $39,990,338
Amount Sold: $15,278,733
Remaining: $24,711,605
D Jan. 26, 2018 255969: 0001729447-18-000001 Healthcare Portfolio IV DST
Offer Amount: $39,990,338
Amount Sold: $5,102,988
Remaining: $34,887,350