EFDID: 490101EFD: View Filing

Issuer: Algonquin Senior Living DST (0001982755) - D/A

Accession: 0001982755-23-000007 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001982755
  • Entity Name:
    Algonquin Senior Living DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2023)
  • Address:
    C/O INLAND PRIVATE CAPITAL CORPORATION
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    N/A Inland Private Capital Corporation
    Executive Officer 
    Sponsor of the Issuer
    N/A Algonquin Senior Living Exchange, L.L.C.
    Executive Officer 
    Signatory Trustee of the Issuer
    N/A Algonquin Senior Living, L.L.C.
    Executive Officer 
    Depositor of the Issuer
    Keith D. Lampi
    Executive Officer 
    President/Chief Executive Officer of the Sponsor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    10/12/2023
  • First Sale Date:
    07/03/2023
  • Offering Amount:
    $46,208,179
  • Amount Sold:
    $44,144,644
  • Amount Remaining:
    $2,063,535
  • Exemptions:
    Investment Company Act Section 3(c) , Section 3(c)(5), Rule 506
  • Security Type(s):
    Equity, Pooled Investment Fund
  • 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:AL, AZ, CA, CT, DE, HI, IA, ID, MA, MD, MI, MN, MO, NC, NJ, OR, TX, UT, VA, WI
Inactive:AR, CO, GA, IL, NV, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
NexTrend Securities, Inc. 43710 None None CA
Concorde Investment Services, LLC 151604 None None CA, MI, NY, NC, OR
Emerson Equity LLC 130032 None None CA, CO, NV, OR
Realized Financial, Inc. 22333 None None CA, CO, HI
Lincoln Financial Advisors Corporation 3978 None None CA, MA, NJ
DFPG Investments, LLC 155576 None None IL
DAI Securities, LLC 36673 None None CA, FL, MO, NJ
Great Point Capital LLC 114203 None None CO, NC
Avantax Investment Services Inc. 13686 None None AR, CA, GA, ID, MD, NJ, NY, WA
Cambridge Investment Research, Inc. 39543 None None AZ, CO, CT, FL, MO, NC
Arkadios Capital 282710 None None FL, MN, NC, VA
Crescent Securities Group, Inc. 114993 None None FL
American Investors Company 38 None None OR
Crown Capital Securities, L.P. 6312 None None CA
Nationwide Planning Associates Inc. 31029 None None NY
Independent Financial Group, LLC 7717 None None CA, WI
Sagepoint Financial, Inc. 133763 None None AL, CO, FL, HI, NV, NY
Triad Advisors LLC 25803 None None MD
Securities America, Inc. 10205 None None IL
Peak Brokerage Services, LLC 157045 None None NY
Centaurus Financial, Inc. 30833 None None UT
Ameritas Investment Company, LLC 14869 None None CA
Lightpath Capital, Inc. 34617 None None CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Algonquin Senior Living DST/s/ Keith D. LampiKeith D. LampiPresident/Chief Executive Officer of the Sponsor of Issuer2023-10-12
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 01, 2024 490101: 0001982755-24-000002 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $46,208,179
D/A Jan. 19, 2024 490101: 0001982755-24-000001 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $46,171,134
Remaining: $37,045
D/A Nov. 22, 2023 490101: 0001982755-23-000010 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $46,146,134
Remaining: $62,045
D/A Nov. 09, 2023 490101: 0001982755-23-000009 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $45,587,179
Remaining: $621,000
D/A Oct. 27, 2023 490101: 0001982755-23-000008 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $44,505,589
Remaining: $1,702,590
D/A Oct. 12, 2023 490101: 0001982755-23-000007 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $44,144,644
Remaining: $2,063,535
D/A Sep. 28, 2023 490101: 0001982755-23-000006 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $41,282,720
Remaining: $4,925,459
D/A Sep. 08, 2023 490101: 0001982755-23-000005 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $29,642,555
Remaining: $16,565,624
D/A Aug. 25, 2023 490101: 0001982755-23-000004 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $17,329,396
Remaining: $28,878,783
D/A Aug. 11, 2023 490101: 0001982755-23-000003 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $10,129,562
Remaining: $36,078,617
D/A Jul. 28, 2023 490101: 0001982755-23-000002 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $3,933,128
Remaining: $42,275,051
D Jul. 14, 2023 490101: 0001982755-23-000001 Algonquin Senior Living DST
Offer Amount: $46,208,179
Amount Sold: $1,397,933
Remaining: $44,810,246