Self-Storage Portfolio I DST 2026: Is It Legit? Form D Raise, Investors, Who Is Behind It

Q: What is Self-Storage Portfolio I DST?

Self-Storage Portfolio I DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on December 8, 2016 in the Other Real Estate industry group. The filing claims Rule 506(b).

Q: Is Self-Storage Portfolio I DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio I DST filed a Form D with the SEC on December 8, 2016 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $49,364,432 sold to 141 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Q: Is Self-Storage Portfolio I DST registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Self-Storage Portfolio I DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

Q: How much has Self-Storage Portfolio I DST raised?

Self-Storage Portfolio I DST reported $49,364,432 sold from 141 investors of a $49,364,432 total offering as of the Form D filed December 8, 2016.

Q: Who can invest in Self-Storage Portfolio I DST?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

Q: What is the minimum investment in Self-Storage Portfolio I DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 8, 2016. Issuers can waive their own minimums, and the figure does not include fees.

Q: Who is selling Self-Storage Portfolio I DST and how are they paid?

The Form D names Inland Securites Corporation (CRD 15807); Silver Portal Capital, LLC (CRD 114290); Preston P. Mokris (CRD 5179201), associated with Concorde Investment Services, LLC; Robert S. Smith (CRD 1412333), associated with Concorde Investment Services, LLC and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $2,468,222 and finders' fees as $0. Form D allows these to be estimates.

Q: Who is behind Self-Storage Portfolio I DST?

The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); Portfolio I, L.L.C. Self-Storage, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio I, promoter (Signatory Trustee of the Issuer); Keith Lampi, executive officer (Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Self-Storage Portfolio I Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio I DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is Self-Storage Portfolio I DST located?

The issuer's address on its SEC filings is 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is 630-218-8000. It is organized under the laws of Delaware.

Q: How long is the Self-Storage Portfolio I DST offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 10 amendments are on record for this CIK.

AltStreetEDGAR DatabaseSelf-Storage Portfolio I DST
SEC filing record
Primary Source · SEC.gov
Self-Storage Portfolio I DST2016 vintageRule 506(b)Filing record
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$49M
Investors
141
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
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What this filing shows·Every sentence is a value as filed on SEC Form D
Self-Storage Portfolio I DST is a Delaware entity organized in 2016 that first filed a Form D on May 4, 2016 and most recently amended it on December 8, 2016 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio I DST reported $49,364,432 sold from 141 investors of a $49,364,432 total offering as of the Form D filed December 8, 2016. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Inland Securites Corporation (CRD 15807); Silver Portal Capital, LLC (CRD 114290); Preston P. Mokris (CRD 5179201), associated with Concorde Investment Services, LLC; Robert S. Smith (CRD 1412333), associated with Concorde Investment Services, LLC and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $2,468,222 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 2901 Butterfield Road, Oak Brook, IL 60523.
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001673678
Entity NameSelf-Storage Portfolio I DST
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Year Organized2016
Issuer Address2901 Butterfield Road, Oak Brook, IL 60523
Phone(630) 218-8000
Industry / Fund TypeOther Real Estate
Securities Type—
First Sale DateApril 22, 2016
Filing DateDecember 8, 2016
Accession Number0001673678-16-000010
Total Offering Amount$49,364,432
Total Amount Sold$49,364,432
Amount Remaining$0
Total Investors141
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Sales Commissions$2,468,222 (to Inland Securites Corporation and 39 others)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count11 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/ADecember 8, 20160001673678-16-000010D/ANovember 8, 20160001673678-16-000009D/ASeptember 8, 20160001673678-16-000008D/AAugust 24, 20160001673678-16-000007D/AJuly 28, 20160001680766-16-000002D/AJuly 13, 20160001673678-16-000006D/AJune 23, 20160001673678-16-000005D/AJune 13, 20160001673678-16-000004D/AMay 31, 20160001673678-16-000003D/AMay 16, 20160001673678-16-000002DMay 4, 20160001673678-16-000001
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
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Fund family Part of the Self Storage Portfolio DST family: 21 vehicles across 21 generations · full family and the filing behind each link in the terminal
Investor
The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Capital Corporation Inland Private
Promoter · Oak Brook, IL
Sponsor of the Issuer.
Portfolio I, L.L.C. Self-Storage
Promoter · Oak Brook, IL
Depositor of the Issuer.
Exchange, L.L.C. Self-Storage Portfolio I
Promoter · Oak Brook, IL
Signatory Trustee of the Issuer.
Keith Lampi
Executive Officer · Oak Brook, IL
Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Self-Storage Portfolio I Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio I DST.
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Inland Securites CorporationCRD 15807 on BrokerCheck 
Oak Brook, IL · Soliciting in IL
Silver Portal Capital, LLCCRD 114290 on BrokerCheck 
San Diego, CA · Soliciting in FL, MN
Preston P. MokrisCRD 5179201 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Raleigh, NC · Soliciting in FL
Robert S. SmithCRD 1412333 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Lake Oswego, OR · Soliciting in CA, NV, OR, WA
Steve J. MarkeyCRD 2591317 on BrokerCheck 
Associated broker-dealer: Investacorp, Inc. (CRD 7684) · San Antonio, TX · Soliciting in TX
Patrick J. Lynch IVCRD 4603507 on BrokerCheck 
Associated broker-dealer: Investocorp, Inc. (CRD 7684) · San Antonio, TX · Soliciting in TX
Christina S. NielsonCRD 4866971 on BrokerCheck 
Associated broker-dealer: Primex (CRD 29394) · Costa Mesa, CA · Soliciting in CA, FL, NV
Kyle H. ImhotleCRD 5448950 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Detroit Lakes, MN · Soliciting in ND, SD
Troy ThomasCRD 4691720 on BrokerCheck 
Associated broker-dealer: McDermott Investment Services, LLC (CRD 154926) · Huntington Beach, CA · Soliciting in CA
Robert S. PaulCRD 1883555 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Tustin, CA · Soliciting in CA
Jennifer A. WildmanCRD 4973672 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · MT Pleasant, TX · Soliciting in TX
Joseph G. MichaletzCRD 1327534 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Mankato, MN · Soliciting in CO, GA, IA, MN, NE, TX
James T. WalesaCRD 1061209 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Park Ridge, IL · Soliciting in CO, IL, TX
Robert L. BoggessCRD 5007422 on BrokerCheck 
Associated broker-dealer: Sandlapper Sercurites, LLC (CRD 137906) · Seattle, WA · Soliciting in CA
John GoffCRD 1919761 on BrokerCheck 
Associated broker-dealer: Investcorp, Inc. (CRD 7684) · Lincoln, NE · Soliciting in NE
Dennis I. WeissCRD 462338 on BrokerCheck 
Associated broker-dealer: American Investors Company (CRD 38) · Germantown, TN · Soliciting in FL, TN, WA
Carol S. GrassoCRD 1635604 on BrokerCheck 
Associated broker-dealer: Moloney Sercurties Co., Inc. (CRD 38535) · Estes Park, CO · Soliciting in CO
Gary E. ConleyCRD 52159 on BrokerCheck 
Associated broker-dealer: American Investors Company (CRD 38) · Eugene, OR · Soliciting in OR
Timothy E. TehanCRD 3230535 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Bethesda, MD · Soliciting in MD
Jeanne E. MorelliCRD 4706430 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Rochester, NY · Soliciting in CA
Stephen J. SandersCRD 2802569 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Little Rock, AZ · Soliciting in AZ
Nathaniel M. KuhnCRD 4624143 on BrokerCheck 
Associated broker-dealer: Concorde Investments Services, LLC (CRD 151604) · Arlington Heights, IL · Soliciting in IL
Eric S. ScaffCRD 5281210 on BrokerCheck 
Associated broker-dealer: Concorde Investments Services, LLC (CRD 151604) · San Francisco, CO · Soliciting in CA
Roger W. BowlinCRD 1905652 on BrokerCheck 
Associated broker-dealer: Concorde Investments Services, LLC (CRD 151604) · Issaquah, WA · Soliciting in WA
John W. KennyCRD 268043 on BrokerCheck 
Associated broker-dealer: American Investors Company (CRD 38) · Sonoma, CA · Soliciting in CA
Michael A. BendixCRD 5379777 on BrokerCheck 
Associated broker-dealer: Cedar Crest Advisors, LLC (CRD 187514) · South Jordan, UT · Soliciting in CA, NV
Molly M. GrubbCRD 5647291 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Columbus, OH · Soliciting in OH
Patrick T. SheaCRD 1654953 on BrokerCheck 
Associated broker-dealer: Whitehall-Parker Securites, Inc. (CRD 10608) · Novato, CA · Soliciting in CO
Richard A. RuppCRD 2459269 on BrokerCheck 
Associated broker-dealer: First Financial Equity Corporation (CRD 16507) · San Diego, CA · Soliciting in CA
Bryon E. MartinsenCRD 1621649 on BrokerCheck 
Associated broker-dealer: Centaurus Financial, Inc. (CRD 30833) · Northport, NY · Soliciting in NY
Thomas D. SandersCRD 1280319 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Little Rock, AR · Soliciting in AR
Bryan A. DeckerCRD 5527656 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Hillsboro, OR · Soliciting in OR
Brett F. EwingCRD 2904608 on BrokerCheck 
Associated broker-dealer: Centaurus Financial, Inc. (CRD 30833) · Tallahassee, FL · Soliciting in FL
William H. LowellCRD 1158722 on BrokerCheck 
Associated broker-dealer: Lowell & Company, Inc. (CRD 24913) · Lubbock, TX · Soliciting in TX
Lamar D. Law IIICRD 5952938 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Chamberburg, PA · Soliciting in PA
James J. SchipperCRD 2636447 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Grand Rapids, MI · Soliciting in MI
Steven M. Osterink Sr.CRD 1019935 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Grand Rapids, MI · Soliciting in MI
Clemont L. BevillCRD 1790971 on BrokerCheck 
Associated broker-dealer: Silver Oak Sercurities, Incorporated (CRD 46947) · Quincy, IL · Soliciting in IL
Carl F. Worden IIICRD 3130121 on BrokerCheck 
Associated broker-dealer: Centaurus Financial, Inc. (CRD 30833) · San Jose, CA · Soliciting in CA
Robert A. HorningCRD 2311640 on BrokerCheck 
Associated broker-dealer: Centaurus Financial, Inc. (CRD 30833) · Los Angeles, CA · Soliciting in CA
Questions About Self-Storage Portfolio I DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Self-Storage Portfolio I DST?Self-Storage Portfolio I DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on December 8, 2016 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio I DST legit?AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio I DST filed a Form D with the SEC on December 8, 2016 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $49,364,432 sold to 141 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Self-Storage Portfolio I DST registered with or approved by the SEC?No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Self-Storage Portfolio I DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Self-Storage Portfolio I DST raised?Self-Storage Portfolio I DST reported $49,364,432 sold from 141 investors of a $49,364,432 total offering as of the Form D filed December 8, 2016.
Who can invest in Self-Storage Portfolio I DST?The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in Self-Storage Portfolio I DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 8, 2016. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio I DST and how are they paid?The Form D names Inland Securites Corporation (CRD 15807); Silver Portal Capital, LLC (CRD 114290); Preston P. Mokris (CRD 5179201), associated with Concorde Investment Services, LLC; Robert S. Smith (CRD 1412333), associated with Concorde Investment Services, LLC and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $2,468,222 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Self-Storage Portfolio I DST?The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); Portfolio I, L.L.C. Self-Storage, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio I, promoter (Signatory Trustee of the Issuer); Keith Lampi, executive officer (Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Self-Storage Portfolio I Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio I DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio I DST located?The issuer's address on its SEC filings is 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is 630-218-8000. It is organized under the laws of Delaware.
How long is the Self-Storage Portfolio I DST offering open?The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 10 amendments are on record for this CIK.
What is Self-Storage Portfolio I DST's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.