EFDID: 283941EFD: View Filing

Issuer: Healthcare Portfolio V DST (0001754156) - D/A

Accession: 0001754156-18-000003 (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:
    11/14/2018
  • First Sale Date:
    08/29/2018
  • Offering Amount:
    $59,879,155
  • Amount Sold:
    $53,086,836
  • Amount Remaining:
    $6,792,319
  • 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: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
1st Global Capital Corporation 30349 None None All States
WEALTHFORGE SECURITIES, LLC 152550 None None All States
MCDERMOTT INVESTMENT SERVICES, LLC 154926 None None All States
David Eurton 3203522 WESTPARK CAPITAL, INC. 39914 CA, NV
David Levinson 705929 WESTPARK CAPITAL, INC. 39914 CA, DC, FL, KY, MI, NV, NY, OH, RI, WA
CONCORDE INVESTMENT SERVICES, LLC 151604 None None All States
Kurt Hill 4140227 CFD INVESTMENTS, INC. 25427 CA, GA, HI, NC, OR, TX
CAMBRIDGE INVESTMENT RESEARCH, INC. 39543 None None All States
Matthew Myers 2506930 PRIVATE CLIENT SERVICES, LLC 120222 AZ, CA, DE, FL, HI, ID, IN, IA, KS, KY, MA, MN, MT, NY, NC, ND, OR, PA, SC, SD, TX, UT, WA
Norma Nisbet 5590290 COLORADO FINANCIAL SERVICE CORPORATION 104343 GA, ID, IL, KY, MO
Ronald York 4308987 Triad Advisors, Inc. 25803 AL, CA, DC, FL, GA, MD, NJ, NY, NC, PA
Richard Berger 702839 TRIAD ADVISORS LLC 25803 AL, AZ, CA, FL, GA, IL, MD, MA, NV, NJ, NY, PA, VT, VA
Steven Tellar 6012496 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. 18487 AZ, CA, CT, FL, MA, NY, NC, RI
GARY EARL CONLEY 52159 AMERICAN INVESTORS COMPANY 38 AZ, CA, MT, NV, NC, OR, WA
DAVID ALEXANDER VILENO 5848435 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. 18487 FL, GA, MD, MA, VA, WI
SAMUEL A JULIAN 4488869 AUSDAL FINANCIAL PARTNERS, INC. 7995 FL, IN, PA, SC
Jeffrey Bangerter 1687028 BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 13609 CA, CO, MO, NV, TN, TX, UT, WA
RYAN DAVID FINCH 6379871 COLORADO FINANCIAL SERVICE CORPORATION 104343 CO
KERRI M SULLIVAN-KREISS 2141713 COMMONWEALTH FINANCIAL NETWORK 8032 AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, ME, MD, MA, MI, MO, NV, NH, NY, NC, OH, OK, OR, PA, RI, UT, VT, VA, WA
ADAM DANIEL GALLEGOS 4444399 COMMONWEALTH FINANCIAL NETWORK 8032 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, VT, VA, WA, WV, WI
HIRO ROBERT KAGIYAMA 5443419 COMMONWEALTH FINANCIAL NETWORK 8032 All States
MICHAEL DAVID FRANKLIN 5390262 DFPG INVESTMENTS, INC. 155576 CA, TX, WA
CRAIG KENNEDY SPAWN 2247795 HD VEST INVESTMENT SERVICES 13686 AZ, CO, MA, NE, NM, WA
BARRY D MORRIS 5622917 HD VEST INVESTMENT SERVICES 13686 CA, FL, ID, NJ, NY, PA
Jennifer Goralski 6737853 HARBOUR INVESTMENTS, INC. 19258 AZ, CA, NV
INDEPENDENT FINANCIAL GROUP, LLC 7717 None None All States
PATRICK ROBERT CONWAY 1337831 INVESTACORP, INC. 7684 CA, FL, IL, IA, NC, WI
PETER DANIEL FISHER 1259923 INVESTACORP, INC. 7684 CA, FL, IL, WI
RENA BONNIE MORRIS 4867589 LIGHTHOUSE CAPITAL GROUP, LLC 169135 AZ, CA, CO, FL, NV, NH, NJ, NC, OR, VA, WA
John Ferguson 4947624 LIGHTHOUSE CAPITAL GROUP, LLC 169135 AL, AZ, CA, CO, CT, FL, GA, IL, MD, MN, MT, NJ, NY, NC, OH, OR, PA, RI, TN, TX, UT, VT, VA, WA, WY
Dan Werry 4721789 LIGHTHOUSE CAPITAL GROUP, LLC 169135 AZ, CA, FL, HI, IL, IN, KS, MN, NY, OH, SD, TX, WA
PAUL M GETTY 6470002 LIGHTPATH CAPITAL, INC 34617 CA, NV, NY, OR, WA
DAVID CLARK GOSSLING 2545451 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 AZ, CA, CO, DC, ID, MA, NV, NM, NY, OH, OR, PA, TX, UT, VA
WILLIAM HUGH BLACK 709696 LION STREET FINANCIAL, LLC 165828 AL, TN
HUGO GRIMALDI 4626118 MONEY CONCEPTS CAPITAL CORP 12963 OR
ERIC ARTHUR BICKNESE 2829451 NATIONWIDE PLANNING ASSOCIATES INC. 31029 AZ
CHRISTINA SUZANNE NIELSON 4866971 PRIMEX 29394 AZ
SPENCER LUND WESTON 1482772 QUESTAR CAPITAL CORPORATION 43100 CA
JOHN TARKINGTON CHRISTY 4573758 ROYAL ALLIANCE ASSOCIATES, INC. 23131 MO
ANDREA JEAN WILT 5902573 ROYAL ALLIANCE ASSOCIATES, INC. 23131 MO
CONNIE LYNN HEIER 4428370 ROYAL ALLIANCE ASSOCIATES, INC. 23131 IL
TIMOTHY JOHN SHERER 833618 SANDLAPPER SECURITIES, LLC 137906 CA
RYAN JONATHAN SHERER 5952617 SANDLAPPER SECURITIES, LLC 137906 CA
TOMAS JUHAN VELKEN 1600404 SIGMA FINANCIAL CORPORATION 14303 CA
JEFFREY JOHN MCKAY 818303 VOYA FINANCIAL ADVISORS, INC. 2882 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI, WY
Alexander Haviland 6364128 DFPG INVESTMENTS, INC. 155576 UT
Timothy Whipple 2829688 DFPG INVESTMENTS, INC. 155576 AZ, CA, CO, CT, FL, ID, IL, MD, MI, MN, MO, NV, NH, NJ, NY, OH, OR, TX, UT, VA, WA
Scott Sheehan 2328614 DFPG INVESTMENTS, INC. 155576 AZ, CA, CT, DE, DC, FL, ID, IL, ME, MD, MA, NJ, NM, NY, NC, OR, PA, RI, TX, VT, VA, WA
BRUCE TOWNSEND FORMES 2545114 FSC Securities Corporation 7461 CA, CO, HI, ID, NV, WA
VICTOR JAMES HAZARD III 1617276 HD VEST INVESTMENT SERVICES 13686 AZ, CA, CO, FL, GA, HI, IL, MD, NV, NH, NY, OR, SD, TX, UT, WA
Michael Fornasier 2832055 INVESTACORP, INC. 7684 AZ, CA, CT, FL, GA, MA, MS, MT, NJ, NY, NC, PA, RI, SC, TX, VA, WA
Curtis Sathre 2459115 JRL Capital Corporation 10225 CA, HI, ID, OR
Robert Fagan 1572927 Madison Avenue Securities, LLC 23224 CA
David Mire 1144000 Royal Alliance Associates, Inc. 23131 FL
Maxwell Phillips 4953387 Sagepoint Financial, Inc. 133763 CA
John Kwasny 1059113 Woodbury Financial Services, Inc. 421 IL
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Healthcare Portfolio V DSTKeith LampiKeith LampiPresident of the Sole Member of the Signatory Trustee of t2018-11-12
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