Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Naperville Multifamily DST See All Filings	D/A	2022-04-15 10:14:25 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-04-15 10:14:25 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-04-01 11:01:18 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-04-01 11:01:18 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-03-18 10:54:58 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-03-18 10:54:58 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-03-04 09:58:25 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-03-04 09:58:25 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-02-18 10:05:47 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-02-18 10:05:47 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-02-04 11:44:45 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-02-04 11:44:45 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2022-01-12 12:21:33 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-01-12 12:21:33 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-12-29 13:19:32 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000007 Exclusions or Exemptions 506b Accepted Date 2021-12-29 13:19:32 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-12-15 14:00:12 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., and Woodbury Financial Services, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-12-15 14:00:12 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-12-01 13:19:01 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Centaurus Financial, Inc., BD4RIA, Inc., Cetera Advisor Networks LLC, and Crown Capital Securities, L.P. CIK Number 0001883352 Filed Document 0001883352-21-000005 Exclusions or Exemptions 506b Accepted Date 2021-12-01 13:19:01 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-11-17 14:40:59 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, Cambridge Investment Research, Inc., RCX Capital Group, LLC, Lincoln Financial Advisors Corporation, Saxony Securities, Inc., Securities America, Inc., Nationwide Planning Associates Inc., and Centaurus Financial, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000004 Exclusions or Exemptions 506b Accepted Date 2021-11-17 14:40:59 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-11-03 14:19:50 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, Sagepoint Financial, Inc., DAI Securities, LLC, TCFG Wealth Management, LLC, Thornhill Securities, Inc., Metropolitan Capital Investment Banc, Inc., NexTrend Securities, Inc., Whitehall-Parker Securities, Inc., Arkadios Capital, Royal Alliance Associates, Inc., Infinex Investments, Inc., Muriel Siebert & Co., Inc., Commonwealth Financial Network, Triad Advisors LLC, and Cambridge Investment Research, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-11-03 14:19:50 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D/A	2021-10-20 13:08:46 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc., Lightpath Capital, Inc., Concorde Investment Services, LLC, DFPG Investments, LLC, Emerson Equity LLC, Independent Financial Group, LLC, Great Point Capital LLC, Vanderbilt Securities, LLC, and Sagepoint Financial, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-10-20 13:08:46 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Naperville Multifamily DST See All Filings	D	2021-10-06 14:30:28 UTC
Amount To Be Raised $66,077,191 Associated Brokers / Dealers Avantax Investment Services, Inc. CIK Number 0001883352 Filed Document 0001883352-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-10-06 14:30:28 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity