Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-04-15 10:30:07 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., Lincoln Financial Securities Corporation, Commonwealth Financial Network, and Purshe Kaplan Sterling Investments CIK Number 0001897399 Filed Document 0001897399-22-000008 Exclusions or Exemptions 506b Accepted Date 2022-04-15 10:30:07 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-04-01 11:16:33 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., Lincoln Financial Securities Corporation, Commonwealth Financial Network, and Purshe Kaplan Sterling Investments CIK Number 0001897399 Filed Document 0001897399-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-04-01 11:16:33 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-03-18 12:08:00 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., Lincoln Financial Securities Corporation, Commonwealth Financial Network, and Purshe Kaplan Sterling Investments CIK Number 0001897399 Filed Document 0001897399-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-03-18 12:08:00 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-03-04 10:48:21 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., Lincoln Financial Securities Corporation, Commonwealth Financial Network, and Purshe Kaplan Sterling Investments CIK Number 0001897399 Filed Document 0001897399-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-03-04 10:48:21 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-02-18 10:49:03 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., Lincoln Financial Securities Corporation, and Commonwealth Financial Network CIK Number 0001897399 Filed Document 0001897399-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-02-18 10:49:03 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-02-04 13:02:50 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., Sagepoint Financial, Inc., J.W. Cole Financial, Inc., Saxony Securities, Inc., Cetera Advisors, LLC, American Investors Company, Colorado Financial Service Corp., and Lincoln Financial Securities Corporation CIK Number 0001897399 Filed Document 0001897399-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-02-04 13:02:50 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-01-21 15:38:41 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, Independence Capital Co., Inc., Centaurus Financial, Inc., Lincoln Financial Advisors Corporation, Nationwide Planning Associates Inc., First Allied Securities, Inc., Triad Advisors LLC, American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC, Wintrust Investments LLC, Woodbury Financial Services, Inc., and Royal Alliance Associates, Inc. CIK Number 0001897399 Filed Document 0001897399-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-01-21 15:38:41 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
New Jersey Multifamily Portfolio DST See All Filings	D/A	2022-01-12 13:37:10 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, Whitehall-Parker Securities, Inc., Cambridge Investment Research, Securities America, Inc., Tfs Securities, Inc., RCX Capital Group, LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, DAI Securities LLC, and Independence Capital Co., Inc. CIK Number 0001897399 Filed Document 0001897399-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-01-12 13:37:10 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
New Jersey Multifamily Portfolio DST See All Filings	D	2021-12-29 14:40:57 UTC
Amount To Be Raised $78,442,033 Associated Brokers / Dealers American Trust Investment Services, Inc., Arkadios Capital, Avantax Investment Services, Inc., Concorde Investment Services, LLC, Concourse Financial Group Securities, Inc., Crown Capital Securities, L.P., Emerson Equity LLC, Great Point Capital LLC, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kovack Securities Inc., Lightpath Capital, Inc., M.S. Howells & Co., Thornhill Securities, Inc., Vanderbilt Securities, LLC, and Whitehall-Parker Securities, Inc. CIK Number 0001897399 Filed Document 0001897399-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-12-29 14:40:57 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity