EFDID: 283941EFD: View Filing

Issuer: Healthcare Portfolio V DST (0001754156) - D

Accession: 0001754156-18-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001754156
  • Entity Name:
    Healthcare Portfolio V DST
  • Entity Type:
    Business Trust
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2018)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    N/A Inland Private Capital Corporation
    Promoter 
    Sponsor of the Issuer
    N/A Healthcare Portfolio V, L.L.C.
    Promoter 
    Depositor of the Issuer
    N/A Healthcare Portfolio V Exchange, L.L.C.
    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 V Exchange. L.L.C, the Signatory Trustee of Issuer.
EDGAR: Offering Information
  • Accession Date:
    09/26/2018
  • First Sale Date:
    08/29/2018
  • Offering Amount:
    $59,879,155
  • Amount Sold:
    $16,545,297
  • Amount Remaining:
    $43,333,858
  • 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:CA, DE, ID, IN, KS, KY, MD, MI, MN, MO, NC, NJ, OK, OR, PA, RI, TX, UT, VA, WI
Inactive:CO, GA, IL, MT, NE, SC, TN, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
RCX CAPITAL GROUP, LLC 114290 None None IL
Bruce Wellings 4436815 1st Global Capital Corporation 30349 CA
Chay Lapin 6275140 WEALTHFORGE SECURITIES, LLC 152550 CA
Daniel Nemeth 6150953 MCDERMOTT INVESTMENT SERVICES, LLC 154926 PA
David Eurton 3203522 WESTPARK CAPITAL, INC. 39914 CA
David Levinson 705929 WESTPARK CAPITAL, INC. 39914 KY
Elizabeth Friant 2122446 WEALTHFORGE SECURITIES, LLC 152550 VA
Eric Scaff 5281210 CONCORDE INVESTMENT SERVICES, LLC 151604 ID
Joseph Nugent 4019776 CONCORDE INVESTMENT SERVICES, LLC 151604 NC
Kurt Hill 4140227 CFD INVESTMENTS, INC. 25427 CA
Marla Ringling 4084148 CAMBRIDGE INVESTMENT RESEARCH, INC. 39543 ID
Matthew Myers 2506930 PRIVATE CLIENT SERVICES, LLC 120222 WA
Neil Schmerling 4075729 1ST GLOBAL CAPITAL CORP. 30349 PA
Norma Nisbet 5590290 COLORADO FINANCIAL SERVICE CORPORATION 104343 MO
Robert Smith 1412333 CONCORDE INVESTMENT SERVICES, LLC 151604 CA
Ronald York 4308987 Triad Advisors, Inc. 25803 NJ
Richard Berger 702839 TRIAD ADVISORS LLC 25803 NJ
Steven Tellar 6012496 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. 18487 RI
Troy Thomas 4691720 MCDERMOTT INVESTMENT SERVICES, LLC 154926 TX
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Healthcare Portfolio V DSTKeith LampiKeith LampiPresident of the Sole Member of the Signatory Trustee of t2018-09-25
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Dec. 10, 2018 283941: 0001758222-18-000003 Healthcare Portfolio V DST
Offer Amount: $59,879,155
Amount Sold: $58,156,169
Remaining: $1,722,986
D/A Nov. 14, 2018 283941: 0001754156-18-000003 Healthcare Portfolio V DST
Offer Amount: $59,879,155
Amount Sold: $53,086,836
Remaining: $6,792,319
D/A Oct. 17, 2018 283941: 0001754156-18-000002 Healthcare Portfolio V DST
Offer Amount: $59,879,155
Amount Sold: $39,114,786
Remaining: $20,764,369
D Sep. 26, 2018 283941: 0001754156-18-000001 Healthcare Portfolio V DST
Offer Amount: $59,879,155
Amount Sold: $16,545,297
Remaining: $43,333,858