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

Q: What is Self-Storage Portfolio II DST?

Self-Storage Portfolio II DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on October 5, 2017 in the Other Real Estate industry group. The filing claims Rule 506(b).

Q: Is Self-Storage Portfolio II DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio II DST filed a Form D with the SEC on October 5, 2017 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 $21,384,982 sold to 86 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 II 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 II 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 II DST raised?

Self-Storage Portfolio II DST reported $21,384,982 sold from 86 investors of a $21,384,982 total offering as of the Form D filed October 5, 2017.

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

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 5, 2017. Issuers can waive their own minimums, and the figure does not include fees.

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

The Form D names Lois A. Leynse (CRD 2949395), associated with HD Vest Investment Servics; David B. Levinson (CRD 705929), associated with Westpark Capital, Inc.; Eric S. Scaff (CRD 5281210), 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 CA. Sales commissions are reported as $1,062,249 and finders' fees as $0. Form D allows these to be estimates.

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

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

Q: Where is Self-Storage Portfolio II 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 II 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; 13 amendments are on record for this CIK.

AltStreetEDGAR DatabaseSelf-Storage Portfolio II DST
SEC filing record
Primary Source · SEC.gov
Self-Storage Portfolio II 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
$21M
Investors
86
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
Claim freeVerify, $480/yr
What this filing shows·Every sentence is a value as filed on SEC Form D
Self-Storage Portfolio II DST is a Delaware entity organized in 2016 that first filed a Form D on December 6, 2016 and most recently amended it on October 5, 2017 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio II DST reported $21,384,982 sold from 86 investors of a $21,384,982 total offering as of the Form D filed October 5, 2017. 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 Lois A. Leynse (CRD 2949395), associated with HD Vest Investment Servics; David B. Levinson (CRD 705929), associated with Westpark Capital, Inc.; Eric S. Scaff (CRD 5281210), 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 CA. Sales commissions are reported as $1,062,249 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 Number0001691225
Entity NameSelf-Storage Portfolio II 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 DateNovember 23, 2016
Filing DateOctober 5, 2017
Accession Number0001691225-17-000010
Total Offering Amount$21,384,982
Total Amount Sold$21,384,982
Amount Remaining$0
Total Investors86
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Sales Commissions$1,062,249 (to Lois A. Leynse and 39 others)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count14 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AOctober 5, 20170001691225-17-000010D/AAugust 23, 20170001691225-17-000009D/AJune 9, 20170001691225-17-000008D/AApril 5, 20170001691188-17-000004D/AMarch 20, 20170001691225-17-000007D/AMarch 6, 20170001691225-17-000006D/AFebruary 24, 20170001691225-17-000004D/AFebruary 16, 20170001691225-17-000003D/AFebruary 6, 20170001691225-17-000002D/AJanuary 9, 20170001691225-17-000001D/ADecember 29, 20160001691225-16-000004D/ADecember 21, 20160001691225-16-000003D/ADecember 13, 20160001691225-16-000002DDecember 6, 20160001691225-16-000001
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
Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.
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
Pro
This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
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
II, L.L.C. Self-Storage Portfolio
Promoter · Oak Brook, IL
Depositor of the Issuer.
Exchange, L.L.C. Self-Storage Portfolio II
Promoter · Oak Brook, IL
Signatory Trustee of the Issuer.
Keith Lampi
Executive Officer · Oak Brook, IL
Mr. Lampi if the President of Inland Private Capital Corporation, the Member of Self-Storage Portfolio Ii Exchange, L.L.C. the Signatory Trustee of Self-Storage Portfolio II 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.
Lois A. LeynseCRD 2949395 on BrokerCheck 
Associated broker-dealer: HD Vest Investment Servics (CRD 13686) · Oakland, CA · Soliciting in CA
David B. LevinsonCRD 705929 on BrokerCheck 
Associated broker-dealer: Westpark Capital, Inc. (CRD 39914) · Irvine, CA · Soliciting in CA
Eric S. ScaffCRD 5281210 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · San Francisco, CA · Soliciting in CA
Robert S. SmithCRD 1412333 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Lake Oswego, OR · Soliciting in OR
David A. SchleinCRD 4334470 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Buffalo, NY · Soliciting in NY
Nathaniel M. KuhnCRD 4624143 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Arlington Heights, IL · Soliciting in IL, MA
Scott P. InabnetCRD 4603481 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Englewood, CO · Soliciting in CO
Edwin T. SuzukiCRD 4851317 on BrokerCheck 
Associated broker-dealer: Westpark Capital Inc. (CRD 39914) · Irvine, CA · Soliciting in CA
Mark L. LopezCRD 1128966 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Missoula, MT · Soliciting in MT
John G. ChessCRD 4812430 on BrokerCheck 
Associated broker-dealer: Investcorp, Inc. (CRD 7684) · Columbus, OH · Soliciting in AR, OH
Jeffery S. PowellCRD 3181500 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Mount Pleasant, SC · Soliciting in SC
William S. SheehanCRD 2328614 on BrokerCheck 
Associated broker-dealer: DFPG Investments, Inc. (CRD 155576) · Conrwall, NY · Soliciting in MA
Robert J. RounsfullCRD 5261739 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Glenview, IL · Soliciting in IL
Martin H. Mc FarlinCRD 2838151 on BrokerCheck 
Associated broker-dealer: Kalos Capital, Inc. (CRD 44337) · Murgreesboro, TN · Soliciting in TN
Joseph G. MichaletzCRD 1327534 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Mankato, MN · Soliciting in MN
Lawrence J. HowardCRD 6451974 on BrokerCheck 
Associated broker-dealer: Silver Portal Capital LLC (CRD 114290) · San Diego, CA · Soliciting in IL
Inland Securities CorporationCRD 15807 on BrokerCheck 
Oak Brook, IL · Soliciting in AZ
John W. GoffCRD 1919761 on BrokerCheck 
Associated broker-dealer: Investacorp, Inc. (CRD 7684) · Lincoln, NE · Soliciting in IA
Silver Portal Capital LLCCRD 114290 on BrokerCheck 
San Diego, CA · Soliciting in MN, WA
Gene A. BrehmCRD 2815437 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · San Antonio, TX · Soliciting in TX
James S. WarringCRD 3198200 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Rockville, MD · Soliciting in MD
Thomas EalyCRD 863042 on BrokerCheck 
Associated broker-dealer: Investment Planners, Inc. (CRD 18557) · Champaign, IL · Soliciting in TX
David C. OrtizCRD 2832023 on BrokerCheck 
Associated broker-dealer: Investacorp, Inc. (CRD 7684) · Coral Gables, FL · Soliciting in FL
Preston P. MokrisCRD 5179201 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Raleigh, NC · Soliciting in NC
Christina S. NielsonCRD 4866971 on BrokerCheck 
Associated broker-dealer: Primex (CRD 29394) · Costa Mesa, CA · Soliciting in CA
Martin H. Mc FarlinCRD 2838151 on BrokerCheck 
Associated broker-dealer: Kalos Capital, Inc. (CRD 44337) · Murfreesboro, TN · Soliciting in TN
Patrick B. HealeyCRD 2816003 on BrokerCheck 
Associated broker-dealer: Kalos Capital, Inc, (CRD 44337) · Jersey City, NJ · Soliciting in NJ
Jason D. LandersCRD 4568522 on BrokerCheck 
Associated broker-dealer: Keel Point Capital, LLC (CRD 6769) · Huntsville, AL · Soliciting in AL
Daniel P. RauppCRD 4079107 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Port Jefferson, NY · Soliciting in NY
Steven M. NetzelCRD 2863170 on BrokerCheck 
Associated broker-dealer: Kalos Capital Inc. (CRD 44337) · Chandler, AZ · Soliciting in AZ, NE
David M. NelsonCRD 2120855 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Clinton, IA · Soliciting in IL
Joseph R. BroadbentCRD 3132498 on BrokerCheck 
Associated broker-dealer: DFPG Investments, Inc. (CRD 155576) · Sandy, UT · Soliciting in CO
Kenneth M. NelsonCRD 3231051 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Clinton, IA · Soliciting in IL
Chin PoCRD 2646769 on BrokerCheck 
Associated broker-dealer: HD Vest Investment Services (CRD 13686) · Arlington, TX · Soliciting in TX
Marco A. ScalcoCRD 5610626 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Los Alamitos, CA · Soliciting in CA
Carl Edwards Jr.CRD 5550414 on BrokerCheck 
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · Charlotte, NC · Soliciting in NC
Robert R. TweedCRD 2339324 on BrokerCheck 
Associated broker-dealer: Cabot Lodge Securities, LLC (CRD 23224) · San Marino, CA · Soliciting in CA
Jason T. LambertCRD 6155850 on BrokerCheck 
Associated broker-dealer: Madison Avenue Securities, LLC (CRD 23224) · Vancouver, WA · Soliciting in WA
Marco A. SeehermanCRD 1131557 on BrokerCheck 
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · New York, NY · Soliciting in CA
Jason P. ConnollyCRD 4708924 on BrokerCheck 
Associated broker-dealer: DFPG Investments, Inc. (CRD 155576) · San Jose, CA · Soliciting in CA
Questions About Self-Storage Portfolio II 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 II DST?Self-Storage Portfolio II DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on October 5, 2017 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio II DST legit?AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio II DST filed a Form D with the SEC on October 5, 2017 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 $21,384,982 sold to 86 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 II 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 II 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 II DST raised?Self-Storage Portfolio II DST reported $21,384,982 sold from 86 investors of a $21,384,982 total offering as of the Form D filed October 5, 2017.
Who can invest in Self-Storage Portfolio II 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 II DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 5, 2017. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio II DST and how are they paid?The Form D names Lois A. Leynse (CRD 2949395), associated with HD Vest Investment Servics; David B. Levinson (CRD 705929), associated with Westpark Capital, Inc.; Eric S. Scaff (CRD 5281210), 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 CA. Sales commissions are reported as $1,062,249 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Self-Storage Portfolio II DST?The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); II, L.L.C. Self-Storage Portfolio, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio II, promoter (Signatory Trustee of the Issuer); Keith Lampi, executive officer (Mr. Lampi if the President of Inland Private Capital Corporation, the Member of Self-Storage Portfolio Ii Exchange, L.L.C. the Signatory Trustee of Self-Storage Portfolio II DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio II 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 II 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; 13 amendments are on record for this CIK.
What is Self-Storage Portfolio II DST's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Claim this profile, freeVerify this entity, $480/yr
Also filed in October 2017
Eagle Point CLO Equity Fund I LLC
$100MEquityZen Growth Technology Fund LLC - Series 142
$1MEquityZen Growth Technology Fund LLC - Series 146
$458KEquityZen Growth Technology Fund LLC - Series 150
$422KOurCrowd (Investment in Panorama) L.P.
$900Horror Equity Fund, Inc.
—Devotion Spirits, Inc.
—
Largest other real estate filers, this year and last
Prologis Targeted U.S. Logistics Holdings, L.P.206 investors
$18.2BPrologis European Logistics Fund231 investors
$11.4BTA Realty Core Property Fund, LP368 investors
$5.3BVentas Life Science & Healthcare Real Estate Fund, L.P.32 investors
$2.1BPrologis Targeted U.S. Logistics REIT, Inc.301 investors
$1.9BPrologis China Core Logistics Fund, LP12 investors
$1.8BWheelock Street Real Estate Long Term Value Fund, LP45 investors
$1.3BNorthPoint Industrial Fund VII, LP627 investors
$1.3BNorthPoint Growth & Income Partners, LP392 investors
$1.3BCapital Fund II, LLC1,149 investors
$1.0BHoward Hughes Holdings Inc.1 investors
$1000MRMS Evergreen US Forestland Fund LP20 investors
$828M
All other real estate issuers →Filed in October 2017 →
EDGAR Links
All FilingsEDGAR Full Text SearchSEC Submissions API
Understand This Filing
How Form D private placements workAccredited investor requirementsAlternative-investment glossary
AltStreet Pro
Compare across asset classes
Pro subscribers access the Intelligence Terminal - normalized comparison of 100+ platforms across every alternative asset class.
Terminal plans from $149/month 
Data Methodology
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.