EFDID: 264619EFD: View Filing

Issuer: Florida Multifamily Portfolio DST (0001741029) - D/A

Accession: 0001741029-18-000005 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001741029
  • Entity Name:
    Florida Multifamily Portfolio DST
  • Entity Type:
    Business Trust
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2018)
  • Address:
    C/- INLAND PRIVATE CAPITAL CORPORATION
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 10
    n/a Inland Private Capital Corporation
    Executive Officer 
    Sponsor of the Issuer
    N/A Florida Multifamily Exchange, LLC
    Executive Officer 
    Signatory Trustee of the Issuer
    N/A Florida Multifamily Portfolio, LLC
    Executive Officer 
    Depositor of the Issuer
    Mitchell A Sabshon
    Director 
    Director and Chairman of the Board of the Sponsor
    Keith D Lampi
    Executive Officer 
    Director, President and Chief Operating Officer of the Sponsor
    Rahul Sehgal
    Executive Officer 
    Director and Chief Investment Officer of the Sponsor
    Daniel L Goodwin
    Director 
    Director of the Sponsor
    Catherine S Lynch
    Director 
    Director of the Sponsor
    Roberta S Matlin
    Director 
    Director of the Sponsor
    Robert D Parks
    Director 
    Director of the Sponsor
EDGAR: Offering Information
  • Accession Date:
    09/24/2018
  • First Sale Date:
    05/07/2018
  • Offering Amount:
    $36,472,643
  • Amount Sold:
    $36,125,160
  • Amount Remaining:
    $347,483
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
  • Sales Clarification:
    Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:CA, HI, IA, IN, KY, MI, MN, MO, NC, NJ, OH, OR, PA, RI, SD, TX, UT, WI
Inactive:AR, CO, GA, IL, NE, NV, TN, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Troy Thomas 4691720 Mc Dermott Investment Services, LLC 154926 CA, MA, TN
Peter Finnegan 1336798 Huntwicke Securities LLC 146993 FL
Chris Boynton 4265211 1st Global Capital Corporation 30349 CA
Corbin Thomas 4234748 Mc Dermott Investment Services, LLC 154926 CA, CO
Inland Securities Corporation 15807 None None IL
James Lamont 2846228 Whitehall-Parker Securities, Inc. 10608 CA
Iaian Filippini 4708877 RCX Capital Group LLC 114290 CA
Scott Sheehan 2328614 DFPG Investments, Inc. 155576 RI
Justin Lowy 5935993 Crown Capital Securities L.P. 6312 CA
David Levinson 705929 Westpark Capital Inc 39914 FL, WA
Biho Cha 4330839 Mc Dermott Investment Services, LLC 154926 CA
Ronald Cole 1434325 Colorado Financial Service Corp 104343 CT
John Jenkins 1163851 Arete Wealth Management, LLC. 44856 CA
Edward Fernandez 2956661 Capulent LLC 155155 MO
David Dahill 6581024 WealthForge Securities LLC 152550 CA, NC, TX
Timothy Whipple 2829688 DFPG Investments, Inc. 155576 UT
Alexander Haviland 6364128 DFPG Investments, Inc. 155576 UT
Jeff Graumlich 4816380 Colorado Financial Service Corp 104343 KY
Brian Kampbell 4211321 Voya Financial Advisors 2882 WA
Adam Bryan 5443986 Mc Dermott Investment Services, LLC 154926 CA
Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 NJ
Christina Nielson 4866971 Primex Prime Electronic Execution Inc 29394 CA
Mark Gopen 2989672 National Securities Corp. 7569 NJ
Brian Vosberg 4476509 Centaurus Financial, Inc. 30833 CA
James Watkins 4972335 Simmons First Investment Group Inc 47439 AR
Shelley Cole 2554859 Voya Financial Advisors 2882 CA
Robert Charlton 4410333 1st Global Capital Corporation 30349 NJ
Ivan West 4921015 Westpark Capital Inc 39914 AZ
Evan Dickens 6001407 1st Global Capital Corporation 30349 OR
Thomas Paine 2285372 Centaurus Financial, Inc. 30833 CA
Dan Werry 4721789 Lighthouse Capital Group LLC 169135 SD
Michael Franklin 5390262 DFPG Investments, Inc. 155576 CA
Lois Leynse 2949395 H.D. Vest Investment Securites Inc 13686 PA
Andres Ichaso 6265351 Lighthouse Capital Group LLC 169135 CA, HI, PA
Dinesh Gupta 6469999 Lightpath Capital Inc. 34617 CA
Grant Conness 4778193 Madison Avenue Securities, LLC 23224 FL
Kyle Imholte 5448950 1st Global Capital Corporation 30349 MN
Konstantin Chrenow 4175488 Kovack Securities, Inc. 44848 TX
Jeffrey Bangerter 1687028 Berthel Fisher & Co Financial Svcs 13609 CA
Jody Otto 1587943 Securities America Inc. 10205 IL
Ronald Pompei 1439110 Crown Capital Securities LP 6312 NY
Stephen Holt 5900842 Lighthouse Capital Group LLC 169135 CA
Douglas Langley 4177405 1st Global Capital Corporation 30349 GA
Nir Regev 1847410 DFPG Investments, Inc. 155576 MO
John Vento 2082971 H.D Vest Investment Securities Inc 13686 PA
Lynn Rotz 5884398 1st Global Capital Corporation 30349 PA
Timur Mezhlumov 3194023 H.D Vest Investment Securities Inc 13686 TX
Ryan Haag 2432783 Lincoln Financial Advisors 3978 MN
Terry Shea 1654953 Whitehall-Parker Securities Inc. 10608 CA
Keith Patterson 2131574 Investacorp, Inc 7684 TX
Jason McMurtry 2871788 Westpark Capital Inc 39914 CA
James Walesa 1061209 Triad Advisors, Inc 118583 IL
Barbara Larson 3069515 H.D. Vest Investment Securites Inc 13686 CO
John Azzara 1050458 Lincoln Financial Securities Corp 3870 NJ
Andrew Martz 5118326 Western International Secs Inc 39262 CA
Eric Bicknese 2829451 Nationwide Planning Associates, Inc 31029 NY
Adam Young 6640146 Nationwide Planning Associates, 31029 NY
Scott Sheehan 2328614 DFPG Investments, Inc. 155576 MA
Carmen Morrone 1898874 Investacorp, Inc. 7684 NJ
Marcel Pahmer 4565391 Centaurus Financial, Inc. 30833 CA
Roger Gamble 1577458 Client One Securities LLC 152974 NE
James Parry 1877092 Triad Advisors, Inc 118583 TX
Edward Waldron 2216457 Lincoln Financial Advisors 3978 MA
Bryan Decker 5527656 1st Global Capital Corporation 30349 MA
Wil Felix 2693672 Primex Prime Electronic Execution Inc 29394 CO
Joshua Koehnen 4551444 Independent Financial Group, LLC 7717 CA
George Vieth 1925999 Voya Financial Advisors 2882 TN
Peter Mc Neil 4378567 Concorde Investment Services, LLC 151604 CA
Christopher Halbleib 6369710 H.D. Vest Investment Securites Inc 13686 CO
Jared Sutton 5600742 Voya Financial Advisors 2882 IN
John Chess 4812430 Investacorp, Inc. 7584 OH
Patrick Conway 1337831 Investacorp, Inc. 7584 IL
Rohn Hein 1386094 American Portfolio Financial Svcs 18487 NJ
Carl Worden 3130121 Centaurus Financial, Inc. 30833 NV
Warren Thomas 2299254 Lighthouse Capital Group LLC 169135 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Florida Multifamily Portfolio DST/s/ Keith D. LampiKeith D. LampiPresident of Member of Signatory Trustee of the Issuer2018-09-24
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Oct. 30, 2018 264619: 0001734673-18-000018 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $36,438,160
Remaining: $34,483
D/A Oct. 04, 2018 264619: 0001726600-18-000023 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $36,225,160
Remaining: $247,483
D/A Sep. 24, 2018 264619: 0001741029-18-000005 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $36,125,160
Remaining: $347,483
D/A Sep. 11, 2018 264619: 0001747750-18-000004 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $30,875,762
Remaining: $5,596,881
D/A Aug. 30, 2018 264619: 0001741029-18-000004 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $30,660,681
Remaining: $5,811,962
D/A Aug. 16, 2018 264619: 0001734673-18-000013 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $28,229,394
Remaining: $8,243,249
D/A Aug. 07, 2018 264619: 0001741029-18-000002 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $26,848,336
Remaining: $9,624,307
D/A Jul. 24, 2018 264619: 0001726600-18-000013 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $22,548,964
Remaining: $13,923,679
D/A Jul. 10, 2018 264619: 0001734673-18-000010 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $15,928,669
Remaining: $20,543,974
D/A Jun. 28, 2018 264619: 0001726600-18-000011 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $14,152,620
Remaining: $22,320,023
D/A Jun. 14, 2018 264619: 0001741029-18-000001 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $8,726,546
Remaining: $27,746,097
D/A Jun. 05, 2018 264619: 0001723415-18-000014 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $5,594,911
Remaining: $30,877,732
D May. 21, 2018 264619: 0001720488-18-000011 Florida Multifamily Portfolio DST
Offer Amount: $36,472,643
Amount Sold: $2,054,911
Remaining: $34,417,732