Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-07-17 10:07:59 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, M.S. Howells & Co., Western International Securities, Inc., Hilltop Securities Inc., Lincoln Financial Securities Corp, and WealthForge Securities LLC CIK Number 0002001883 Filed Document 0002001883-24-000011 Exclusions or Exemptions 506b Accepted Date 2024-07-17 10:07:59 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-05-15 10:56:08 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, M.S. Howells & Co., Western International Securities, Inc., Hilltop Securities Inc., Lincoln Financial Securities Corp, and WealthForge Securities LLC CIK Number 0002001883 Filed Document 0002001883-24-000010 Exclusions or Exemptions 506b Accepted Date 2024-05-15 10:56:08 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-05-01 10:28:28 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, M.S. Howells & Co., Western International Securities, Inc., and Hilltop Securities Inc. CIK Number 0002001883 Filed Document 0002001883-24-000009 Exclusions or Exemptions 506b Accepted Date 2024-05-01 10:28:28 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-04-18 11:02:46 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, M.S. Howells & Co., Western International Securities, Inc., and Hilltop Securities Inc. CIK Number 0002001883 Filed Document 0002001883-24-000008 Exclusions or Exemptions 506b Accepted Date 2024-04-18 11:02:46 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-04-05 10:52:57 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, M.S. Howells & Co., Western International Securities, Inc., and Hilltop Securities Inc. CIK Number 0002001883 Filed Document 0002001883-24-000007 Exclusions or Exemptions 506b Accepted Date 2024-04-05 10:52:57 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-03-15 12:31:56 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, Arkadios Capital, Realized Financial, Inc., Cetera Advisors LLC, and M.S. Howells & Co. CIK Number 0002001883 Filed Document 0002001883-24-000006 Exclusions or Exemptions 506b Accepted Date 2024-03-15 12:31:56 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-03-01 10:50:19 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, Cetera Financial Specialists LLC, LPL Financial LLC, and Arkadios Capital CIK Number 0002001883 Filed Document 0002001883-24-000005 Exclusions or Exemptions 506b Accepted Date 2024-03-01 10:50:19 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-02-16 11:30:27 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., Vanderbilt Securities, LLC, and Cetera Financial Specialists LLC CIK Number 0002001883 Filed Document 0002001883-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-02-16 11:30:27 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-02-02 10:18:49 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., Cetera Advisor Networks LLC, and Crown Capital Securities, L.P. CIK Number 0002001883 Filed Document 0002001883-24-000003 Exclusions or Exemptions 506b Accepted Date 2024-02-02 10:18:49 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-01-19 11:48:31 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, DAI Securities, LLC, Avantax Investment Services, Inc., Wintrust Investments LLC, B.B. Graham & Company, Inc., and Cetera Advisor Networks LLC CIK Number 0002001883 Filed Document 0002001883-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-01-19 11:48:31 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2024-01-03 11:24:16 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, Emerson Equity LLC, and DAI Securities, LLC CIK Number 0002001883 Filed Document 0002001883-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-01-03 11:24:16 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D/A	2023-12-20 14:28:13 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC, Amertias Investment Company, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Great Point Capital LLC, American Investors Company, Concorde Investment Services, LLC, and Emerson Equity LLC CIK Number 0002001883 Filed Document 0002001883-23-000002 Exclusions or Exemptions 506b Accepted Date 2023-12-20 14:28:13 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
Minneapolis MSA Senior Living Portfolio DST See All Filings	D	2023-12-08 11:31:13 UTC
Amount To Be Raised $76,762,629 Associated Brokers / Dealers Invicta Capital LLC CIK Number 0002001883 Filed Document 0002001883-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-12-08 11:31:13 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity