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

Q: What is Self-Storage Portfolio IV DST?

Self-Storage Portfolio IV DST is a Delaware entity organized in 2017 that filed a Form D with the SEC on July 25, 2018 in the Other Real Estate industry group. The filing claims Rule 506(b).

Q: Is Self-Storage Portfolio IV DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio IV DST filed a Form D with the SEC on July 25, 2018 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 $26,755,741 sold to 45 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 IV 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 IV 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 IV DST raised?

Self-Storage Portfolio IV DST reported $26,755,741 sold from 45 investors of a $26,755,741 total offering as of the Form D filed July 25, 2018.

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

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of July 25, 2018. Issuers can waive their own minimums, and the figure does not include fees.

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

The Form D names Inland Private Capital Corporation (CRD 15807); Nathaniel M. Kuhn (CRD 4624143), associated with Concorde Investment Services, LLC; Timothy L. Stauffer (CRD 4178198), associated with Concordde Investment Services, LLC; Joseph G. Michaletz (CRD 1327534), associated with Cocncorde Investment Services, LLC and 28 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,337,787 and finders' fees as $0. Form D allows these to be estimates.

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

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

Q: Where is Self-Storage Portfolio IV 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 IV 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; 8 amendments are on record for this CIK.

AltStreetEDGAR DatabaseSelf-Storage Portfolio IV DST
SEC filing record
Primary Source · SEC.gov
Self-Storage Portfolio IV 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
$27M
Investors
45
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 IV DST is a Delaware entity organized in 2017 that first filed a Form D on April 28, 2017 and most recently amended it on July 25, 2018 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio IV DST reported $26,755,741 sold from 45 investors of a $26,755,741 total offering as of the Form D filed July 25, 2018. 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 Private Capital Corporation (CRD 15807); Nathaniel M. Kuhn (CRD 4624143), associated with Concorde Investment Services, LLC; Timothy L. Stauffer (CRD 4178198), associated with Concordde Investment Services, LLC; Joseph G. Michaletz (CRD 1327534), associated with Cocncorde Investment Services, LLC and 28 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,337,787 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 Number0001704610
Entity NameSelf-Storage Portfolio IV 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 Organized2017
Issuer Address2901 Butterfield Road, Oak Brook, IL 60523
Phone(630) 218-8000
Industry / Fund TypeOther Real Estate
Securities Type—
First Sale DateApril 17, 2017
Filing DateJuly 25, 2018
Accession Number0001704610-18-000001
Total Offering Amount$26,755,741
Total Amount Sold$26,755,741
Amount Remaining$0
Total Investors45
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Sales Commissions$1,337,787 (to Inland Private Capital Corporation and 31 others)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count9 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AJuly 25, 20180001704610-18-000001D/AAugust 29, 20170001704610-17-000008D/AJuly 20, 20170001704610-17-000006D/AJuly 7, 20170001704610-17-000005D/AJune 22, 20170001704610-17-000004D/AJune 20, 20170001704610-17-000003D/AJune 6, 20170001704610-17-000002D/AMay 17, 20170001701369-17-000007DApril 28, 20170001704610-17-000001
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.
IV, L.L.C. Self-Storage Portfolio
Promoter · Oak Brook, IL
Depositor of the Issuer.
Exchange, L.L.C. Self-Storage Portfolio IV
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 IV Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio IV 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 Private Capital CorporationCRD 15807 on BrokerCheck 
Oak Brook, IL · Soliciting in IL
Nathaniel M. KuhnCRD 4624143 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Arlington Heights, IL · Soliciting in IL, MA
Timothy L. StaufferCRD 4178198 on BrokerCheck 
Associated broker-dealer: Concordde Investment Services, LLC (CRD 151604) · Fort Wayne, IN · Soliciting in IN
Joseph G. MichaletzCRD 1327534 on BrokerCheck 
Associated broker-dealer: Cocncorde Investment Services, LLC (CRD 151604) · Mankato, MN · Soliciting in TX
Daniel P. RauppCRD 4079107 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Port Jefferson, NY · Soliciting in MD, NY
April D. GuinchardCRD 1723146 on BrokerCheck 
Associated broker-dealer: Silver Portal Capital LLC (CRD 1142920) · California, CA · Soliciting in CA
Debra J. SchleiningCRD 2768752 on BrokerCheck 
Associated broker-dealer: McDermott Investment Services, LLC (CRD 154926) · Omaha, NE · Soliciting in NE
Jason D. StoneCRD 5455271 on BrokerCheck 
Associated broker-dealer: Crown Capital Securites, L.P. (CRD 6312) · Orange, CA · Soliciting in CA
Peter CherinCRD 6787497 on BrokerCheck 
Associated broker-dealer: Sandlapper Securities, LLC (CRD 137906) · Greenville, SC · Soliciting in NY
Jonathan R. CreightonCRD 1495897 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Hingham, MA · Soliciting in NY
Gene A. BrehmCRD 2815437 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · San Antonio, TX · Soliciting in TX
Jason M. BakerCRD 2571121 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Charlotte, NC · Soliciting in NC
Preston P. MorkisCRD 5179201 on BrokerCheck 
Associated broker-dealer: Concorde Investmetnn Services, LLC (CRD 151604) · Raleigh, NC · Soliciting in NC
Craig E. FernslerCRD 5558907 on BrokerCheck 
Associated broker-dealer: Silver Portal Capital LLC (CRD 114290) · San Diego, CA · Soliciting in FL
Joel F. WoodsCRD 1470780 on BrokerCheck 
Associated broker-dealer: Concorde Investment Service, LLC (CRD 151604) · Fort Worth, TX · Soliciting in TX
Alan N. LichtensteinCRD 1877017 on BrokerCheck 
Associated broker-dealer: Concorde Investment Service, LLC (CRD 151604) · Port Jefferson, NY · Soliciting in NY
David A. LanganCRD 3183316 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Camp Hill, PA · Soliciting in PA
Bruce C. HatterCRD 2963171 on BrokerCheck 
Associated broker-dealer: Proequities, Inc. (CRD 15708) · Waynesboro, VA · Soliciting in VA
Jeffrey B. BakerCRD 2102752 on BrokerCheck 
Associated broker-dealer: Vanderbilt Securities, LLC (CRD 5953) · Newburgh, IN · Soliciting in IN
Robert S. SmithCRD 1412333 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Lake Oswego, OR · Soliciting in CA
Jeffrey A. KiesnoskiCRD 2688017 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Port Jefferson, NY · Soliciting in NJ, NY
Silver Portal Capital LLCCRD 114290 on BrokerCheck 
San Diego, CA · Soliciting in WI
Gary L. ChapmanCRD 5244594 on BrokerCheck 
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Indianapolis, IN · Soliciting in IN
Willard B. WellingsCRD 4436815 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Menlo Park, CA · Soliciting in CA
Juile L. BradsherCRD 5230771 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Falls Church, VA · Soliciting in VA
Ann H. StewartCRD 2388888 on BrokerCheck 
Associated broker-dealer: Cambridge Investment Research, Inc. (CRD 39543) · Loveland, CO · Soliciting in CO
David P. RobinsonCRD 1980643 on BrokerCheck 
Associated broker-dealer: FSC Securities Corporation (CRD 7461) · Austin, TX · Soliciting in TX
Jack W. StumpusCRD 2909689 on BrokerCheck 
Associated broker-dealer: Sagepoint Financial, Inc. (CRD 133763) · Santa Monica, CA · Soliciting in CA
Kevin M. SweeneyCRD 4281256 on BrokerCheck 
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Danville, CA · Soliciting in CA
Laurence A. IannarelliCRD 1221062 on BrokerCheck 
Associated broker-dealer: FSC Securities Corporation (CRD 7461) · Sarasota, FL · Soliciting in FL
David T. PhillipsCRD 3094195 on BrokerCheck 
Associated broker-dealer: Moloney Sercurities Co., Inc. (CRD 38535) · Gilbert, AZ · Soliciting in MA
Christian S. NielsonCRD 4866971 on BrokerCheck 
Associated broker-dealer: Primex (CRD 29394) · Costa Mesa, CA · Soliciting in VA
Questions About Self-Storage Portfolio IV 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 IV DST?Self-Storage Portfolio IV DST is a Delaware entity organized in 2017 that filed a Form D with the SEC on July 25, 2018 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio IV DST legit?AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio IV DST filed a Form D with the SEC on July 25, 2018 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 $26,755,741 sold to 45 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 IV 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 IV 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 IV DST raised?Self-Storage Portfolio IV DST reported $26,755,741 sold from 45 investors of a $26,755,741 total offering as of the Form D filed July 25, 2018.
Who can invest in Self-Storage Portfolio IV 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 IV DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of July 25, 2018. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio IV DST and how are they paid?The Form D names Inland Private Capital Corporation (CRD 15807); Nathaniel M. Kuhn (CRD 4624143), associated with Concorde Investment Services, LLC; Timothy L. Stauffer (CRD 4178198), associated with Concordde Investment Services, LLC; Joseph G. Michaletz (CRD 1327534), associated with Cocncorde Investment Services, LLC and 28 others as recipients of sales compensation soliciting in IL. Sales commissions are reported as $1,337,787 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Self-Storage Portfolio IV DST?The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); IV, L.L.C. Self-Storage Portfolio, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio IV, 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 IV Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio IV DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio IV 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 IV 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; 8 amendments are on record for this CIK.
What is Self-Storage Portfolio IV 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.