EFDID: 469991EFD: Raw Data

Issuer: Flatirons Self-Storage V DST (0001959130) - D/A

Accession: 0001959130-23-000001 () (EDGAREDGAR Files) (Form DForm D)

Edgar Posted: Apr. 19, 2023
EFD Posted: Apr. 19, 2023
- < edgarSubmission >
  < schemaVersion > X0708 </ schemaVersion >
  < submissionType > D/A </ submissionType >
  < testOrLive > LIVE </ testOrLive >
- < primaryIssuer >
  < cik > 0001959130 </ cik >
  < entityName > Flatirons Self-Storage V DST </ entityName >
- < issuerAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ issuerAddress >
  < issuerPhoneNumber > 612-805-8400 </ issuerPhoneNumber >
  < jurisdictionOfInc > DELAWARE </ jurisdictionOfInc >
- < issuerPreviousNameList >
  < value > None </ value >
  </ issuerPreviousNameList >
- < edgarPreviousNameList >
  < value > None </ value >
  </ edgarPreviousNameList >
  < entityType > Other </ entityType >
  < entityTypeOtherDesc > Statutory Trust </ entityTypeOtherDesc >
- < yearOfInc >
  < withinFiveYears > true </ withinFiveYears >
  < value > 2022 </ value >
  </ yearOfInc >
  </ primaryIssuer >
- < relatedPersonsList >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > Flatirons Self-Storage V DST Manager, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Trust Manager, Manager and Signatory Trustee of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > Flatirons Operating, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Manager of the Manager of Issuer </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > Flatirons Asset Management, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Manager of the Manager of the Manager of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Scott </ firstName >
  < lastName > Smith </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Chief Executive Officer of the Manager of the Manager of the Manager of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > David </ firstName >
  < lastName > Hollon </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Director of the Manager of the Manager of the Manager of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Trevor </ firstName >
  < lastName > Brock </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Director of the Manager of the Manager of the Manager of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Jose </ firstName >
  < lastName > Bolanos </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 10000 Memorial Drive </ street1 >
  < street2 > Suite 740 </ street2 >
  < city > Houston </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77024 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Director of the Manager of the Manager of the Manager of Issuer. </ relationshipClarification >
  </ relatedPersonInfo >
  </ relatedPersonsList >
- < offeringData >
- < industryGroup >
  < industryGroupType > Other Real Estate </ industryGroupType >
  </ industryGroup >
- < issuerSize >
  < revenueRange > Decline to Disclose </ revenueRange >
  </ issuerSize >
- < federalExemptionsExclusions >
  < item > 06b </ item >
  </ federalExemptionsExclusions >
- < typeOfFiling >
- < newOrAmendment >
  < isAmendment > true </ isAmendment >
  < previousAccessionNumber > 0001959130-22-000001 </ previousAccessionNumber >
  </ newOrAmendment >
- < dateOfFirstSale >
  < value > 2022-12-12 </ value >
  </ dateOfFirstSale >
  </ typeOfFiling >
- < durationOfOffering >
  < moreThanOneYear > false </ moreThanOneYear >
  </ durationOfOffering >
- < typesOfSecuritiesOffered >
  < isEquityType > true </ isEquityType >
  </ typesOfSecuritiesOffered >
- < businessCombinationTransaction >
  < isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >
  < clarificationOfResponse />
  </ businessCombinationTransaction >
  < minimumInvestmentAccepted > 0 </ minimumInvestmentAccepted >
- < salesCompensationList >
- < recipient >
  < recipientName > Insight Investment Advisers LLC </ recipientName >
  < recipientCRDNumber > 286497 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 5251 W 115th Place </ street1 >
  < street2 > Suite 200 </ street2 >
  < city > Leawood </ city >
  < stateOrCountry > KS </ stateOrCountry >
  < stateOrCountryDescription > KANSAS </ stateOrCountryDescription >
  < zipCode > 66211 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > KS </ state >
  < description > KANSAS </ description >
  < state > LA </ state >
  < description > LOUISIANA </ description >
  < state > MO </ state >
  < description > MISSOURI </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  < state > WI </ state >
  < description > WISCONSIN </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > McDermott Investment Services, LLC </ recipientName >
  < recipientCRDNumber > 154926 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 44 East Broad Street </ street1 >
  < street2 > 2nd Floor </ street2 >
  < city > Bethlehem </ city >
  < stateOrCountry > PA </ stateOrCountry >
  < stateOrCountryDescription > PENNSYLVANIA </ stateOrCountryDescription >
  < zipCode > 18018 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Clark Wealth Strategies, Inc. </ recipientName >
  < recipientCRDNumber > 146090 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 1918 N. 203rd Street </ street1 >
  < street2 > Suite 100 </ street2 >
  < city > Omaha </ city >
  < stateOrCountry > NE </ stateOrCountry >
  < stateOrCountryDescription > NEBRASKA </ stateOrCountryDescription >
  < zipCode > 68022 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > IA </ state >
  < description > IOWA </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Emerson Equity LLC </ recipientName >
  < recipientCRDNumber > 130032 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 155 Bovet Road </ street1 >
  < street2 > Suite 725 </ street2 >
  < city > San Mateo </ city >
  < stateOrCountry > CA </ stateOrCountry >
  < stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >
  < zipCode > 94402 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > RCX Capital Group, LLC </ recipientName >
  < recipientCRDNumber > 114290 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 2002 Timberloch Place </ street1 >
  < street2 > Suite 200 </ street2 >
  < city > The Woodlands </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 77380 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Colorado Financial Service Corporation </ recipientName >
  < recipientCRDNumber > 104343 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 188 Inverness Drive West </ street1 >
  < street2 > Suite 100 </ street2 >
  < city > Centennial </ city >
  < stateOrCountry > CO </ stateOrCountry >
  < stateOrCountryDescription > COLORADO </ stateOrCountryDescription >
  < zipCode > 80112 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Wealthforge Securities, LLC </ recipientName >
  < recipientCRDNumber > 152550 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 3015 W Moore St </ street1 >
  < street2 > Suite 102 </ street2 >
  < city > Richmond </ city >
  < stateOrCountry > VA </ stateOrCountry >
  < stateOrCountryDescription > VIRGINIA </ stateOrCountryDescription >
  < zipCode > 23230 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < value > All States </ value >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
  </ salesCompensationList >
- < offeringSalesAmounts >
  < totalOfferingAmount > 6410256 </ totalOfferingAmount >
  < totalAmountSold > 6410256 </ totalAmountSold >
  < totalRemaining > 0 </ totalRemaining >
  < clarificationOfResponse > This offering has concluded. The Issuer will initiate a separate new offering, conducted under the auspices of Rule 506(c) of Regulation D, for the remainder of the total offering amount that was indicated on the original Form D filing for this offering. </ clarificationOfResponse >
  </ offeringSalesAmounts >
- < investors >
  < hasNonAccreditedInvestors > false </ hasNonAccreditedInvestors >
  < totalNumberAlreadyInvested > 13 </ totalNumberAlreadyInvested >
  </ investors >
- < salesCommissionsFindersFees >
- < salesCommissions >
  < dollarAmount > 4471380 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ salesCommissions >
- < findersFees >
  < dollarAmount > 0 </ dollarAmount >
  </ findersFees >
  < clarificationOfResponse > This estimate assumes the sale of the total offering amount indicated on the original Form D filing for this offering, which will now be split between this concluded offering and the subsequent separate offering conducted under Rule 506(c) of Regulation D </ clarificationOfResponse >
  </ salesCommissionsFindersFees >
- < useOfProceeds >
- < grossProceedsUsed >
  < dollarAmount > 9088433 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ grossProceedsUsed >
  < clarificationOfResponse > This estimate assumes the sale of the total offering amount indicated on the original Form D filing for this offering, which will now be split between this concluded offering and the subsequent separate offering conducted under Rule 506(c) of Regulation D </ clarificationOfResponse >
  </ useOfProceeds >
- < signatureBlock >
  < authorizedRepresentative > false </ authorizedRepresentative >
- < signature >
  < issuerName > Flatirons Self-Storage V DST </ issuerName >
  < signatureName > /s/ Scott Smith </ signatureName >
  < nameOfSigner > Scott Smith </ nameOfSigner >
  < signatureTitle > CEO of Manager of Manager of Manager of Issuer </ signatureTitle >
  < signatureDate > 2023-04-19 </ signatureDate >
  </ signature >
  </ signatureBlock >
  </ offeringData >
  </ edgarSubmission >
Edgar Posted: Apr. 19, 2023
EFD Posted: Apr. 19, 2023