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

Q: What is Self-Storage Portfolio III DST?

Self-Storage Portfolio III DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on August 22, 2017 in the Other Real Estate industry group. The filing claims Rule 506(b).

Q: Is Self-Storage Portfolio III DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio III DST filed a Form D with the SEC on August 22, 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 $20,001,613 sold to 66 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 III 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 III 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 III DST raised?

Self-Storage Portfolio III DST reported $20,001,613 sold from 66 investors of a $20,001,613 total offering as of the Form D filed August 22, 2017.

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

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of August 22, 2017. Issuers can waive their own minimums, and the figure does not include fees.

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

The Form D names Inland Securities Corporation (CRD 15807); Thomas J. Ealy (CRD 863042), associated with Investment Planners, Inc.; Robert S. Smith (CRD 1412333), associated with Concorde Investment Serivces, LLC; Christina S. Nielson (CRD 4866971), associated with Primex and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,000,081 and finders' fees as $0. Form D allows these to be estimates.

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

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

Q: Where is Self-Storage Portfolio III 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 III 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; 11 amendments are on record for this CIK.

AltStreetEDGAR DatabaseSelf-Storage Portfolio III DST
SEC filing record
Primary Source · SEC.gov
Self-Storage Portfolio III DST2017 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
$20M
Investors
66
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 III DST is a Delaware entity organized in 2016 that first filed a Form D on April 7, 2017 and most recently amended it on August 22, 2017 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio III DST reported $20,001,613 sold from 66 investors of a $20,001,613 total offering as of the Form D filed August 22, 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 Inland Securities Corporation (CRD 15807); Thomas J. Ealy (CRD 863042), associated with Investment Planners, Inc.; Robert S. Smith (CRD 1412333), associated with Concorde Investment Serivces, LLC; Christina S. Nielson (CRD 4866971), associated with Primex and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,000,081 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 Number0001702835
Entity NameSelf-Storage Portfolio III 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 DateMarch 23, 2017
Filing DateAugust 22, 2017
Accession Number0001702835-17-000010
Total Offering Amount$20,001,613
Total Amount Sold$20,001,613
Amount Remaining$0
Total Investors66
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Sales Commissions$1,000,081 (to Inland Securities Corporation and 39 others)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count12 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AAugust 22, 20170001702835-17-000010D/AJuly 20, 20170001704610-17-000007D/AJuly 10, 20170001702835-17-000009D/AJuly 6, 20170001702835-17-000008D/AJune 29, 20170001702835-17-000007D/AJune 19, 20170001702835-17-000006D/AMay 31, 20170001702835-17-000005D/AMay 23, 20170001701369-17-000009D/AMay 11, 20170001702835-17-000004D/AMay 2, 20170001702835-17-000003D/AApril 20, 20170001702835-17-000002DApril 7, 20170001702835-17-000001
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.
III, L.L.C. Self-Storage Portfolio
Promoter · Oak Brook, IL
Depositor of the Issuer.
Exchange, L.L.C. Self-Storage Portfolio III
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 III Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio III 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 Securities CorporationCRD 15807 on BrokerCheck 
Oak Brook, IL · Soliciting in IL
Thomas J. EalyCRD 863042 on BrokerCheck 
Associated broker-dealer: Investment Planners, Inc. (CRD 18557) · Champaign, IL · Soliciting in TX
Robert S. SmithCRD 1412333 on BrokerCheck 
Associated broker-dealer: Concorde Investment Serivces, LLC (CRD 151604) · Lake Oswego, OR · Soliciting in CA, NV
Christina S. NielsonCRD 4866971 on BrokerCheck 
Associated broker-dealer: Primex (CRD 29394) · Costa Mesa, CA · Soliciting in AZ, CA, FL
Silver Portal Capital LLCCRD 114290 on BrokerCheck 
San Diego, CA · Soliciting in IL, MN, WI
Michele E. TremblayCRD 4438927 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Timonium, MD · Soliciting in MD
Jonathan A. CreightonCRD 1495897 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Hingham, MA · Soliciting in MA
Paul B. AbbouCRD 4234153 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Alexandria, VA · Soliciting in MD
David K. HaysCRD 2434893 on BrokerCheck 
Associated broker-dealer: J.W. Cole Financial, Inc. (CRD 124583) · Bloomington, IN · Soliciting in IN
David B. LevinsonCRD 705929 on BrokerCheck 
Associated broker-dealer: Westpark Capital, Inc. (CRD 39914) · Irvine, CA · Soliciting in CA
James T. WalesaCRD 1061209 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Park Ridge, IL · Soliciting in TX
Nathaniel M. KuhnCRD 4624143 on BrokerCheck 
Associated broker-dealer: Concorde Investmetn Services, LLC (CRD 151604) · Arlington Heights, IL · Soliciting in IL
Mark G. KosankeCRD 2317906 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Troy, MI · Soliciting in FL, MI
Kathleen M. Williams-PriceCRD 2450125 on BrokerCheck 
Associated broker-dealer: Lowell & Company, Inc. (CRD 24913) · Lubbock, TX · Soliciting in OK
James C. ReedCRD 5545115 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Annandale, VA · Soliciting in VA
Jason D. StoneCRD 5455271 on BrokerCheck 
Associated broker-dealer: Crown Capital Securities, L.P. (CRD 6312) · Orange, CA · Soliciting in CA
Edward J. Waldron IIICRD 2216457 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · Bedford, MA · Soliciting in MA
Keith A. VanhoyCRD 4910722 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp, (CRD 30349) · Creve Coeur, MO · Soliciting in MO
Gary E. ConleyCRD 52159 on BrokerCheck 
Associated broker-dealer: American Investors Company (CRD 38) · Eugene, OR · Soliciting in OR
John L. PrzybyszCRD 6443645 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Fort Smith, AR · Soliciting in OK
Thomas G. JusticeCRD 2786145 on BrokerCheck 
Associated broker-dealer: Conover Securities Corporation (CRD 17129) · Bellevue, WA · Soliciting in WA
Brandon M. NelsonCRD 3125377 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · Salt Lake City, UT · Soliciting in UT
Jeremy P. PrickelCRD 4955689 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Eugene, OR · Soliciting in FL
James M. GambacciniCRD 4619759 on BrokerCheck 
Associated broker-dealer: The Strategic Financial Alliance, Inc. (CRD 126514) · Reston, VA · Soliciting in VA
April D. GuinchardCRD 1729146 on BrokerCheck 
Associated broker-dealer: Silver Portal Capital LLC (CRD 114290) · San Diego, CA · Soliciting in CA, IL
John R. MarshallCRD 2811801 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · Glendale, CA · Soliciting in CA
Rollance A. Verkennis Jr.CRD 2766877 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · Glendale, CA · Soliciting in CA
Brian E. KampbellCRD 421132 on BrokerCheck 
Associated broker-dealer: Voya Financial Advisors, Inc. (CRD 2882) · Tacoma, WA · Soliciting in WA
Gary G. BensonCRD 1182211 on BrokerCheck 
Associated broker-dealer: NPB Financial Group, LLC (CRD 137743) · Encino, CA · Soliciting in CA
Terrence J. ScrogginCRD 4583317 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Klamath Falls, OR · Soliciting in OR
Brian C. GreenbergCRD 2838651 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · Marlton, NJ · Soliciting in NJ
Timothy R. TehanCRD 3230535 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Bethesda, MD · Soliciting in VA
Evan B. DickensCRD 6001407 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Oregon, OR · Soliciting in OR
James S. RoofCRD 4694686 on BrokerCheck 
Associated broker-dealer: Financial Advisors Corporation (CRD 3978) · Raleigh, NC · Soliciting in NC
Edward C. RusnakCRD 4981734 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 3978) · San Ramon, CA · Soliciting in NV
Ducan EngCRD 4981734 on BrokerCheck 
Associated broker-dealer: Lincoln Financial Advisors Corporation (CRD 2536048) · San Ramon, CA · Soliciting in MT
John E. BishopCRD 866202 on BrokerCheck 
Associated broker-dealer: Colorado Financial Service Corporation (CRD 104343) · McLean, VA · Soliciting in MI, OH
Ann H. StewartCRD 2388888 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Loveland, CO · Soliciting in CO
James A. Parry Sr.CRD 1877092 on BrokerCheck 
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Frisco, TX · Soliciting in TX
Gregory P. HunterCRD 2867265 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Walnut Creek, CA · Soliciting in CA
Questions About Self-Storage Portfolio III 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 III DST?Self-Storage Portfolio III DST is a Delaware entity organized in 2016 that filed a Form D with the SEC on August 22, 2017 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio III DST legit?AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio III DST filed a Form D with the SEC on August 22, 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 $20,001,613 sold to 66 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 III 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 III 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 III DST raised?Self-Storage Portfolio III DST reported $20,001,613 sold from 66 investors of a $20,001,613 total offering as of the Form D filed August 22, 2017.
Who can invest in Self-Storage Portfolio III 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 III DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of August 22, 2017. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio III DST and how are they paid?The Form D names Inland Securities Corporation (CRD 15807); Thomas J. Ealy (CRD 863042), associated with Investment Planners, Inc.; Robert S. Smith (CRD 1412333), associated with Concorde Investment Serivces, LLC; Christina S. Nielson (CRD 4866971), associated with Primex and 36 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,000,081 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Self-Storage Portfolio III DST?The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); III, L.L.C. Self-Storage Portfolio, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio III, 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 III Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio III DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio III 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 III 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; 11 amendments are on record for this CIK.
What is Self-Storage Portfolio III 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.