Self-Storage Portfolio V DST
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
$16M
Investors
36
Min Invest
$25,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Self-Storage Portfolio V DST is a Delaware entity organized in 2017 that first filed a Form D on September 1, 2017 and most recently amended it on December 1, 2017 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio V DST reported $16,488,801 sold from 36 investors of a $16,488,801 total offering as of the Form D filed December 1, 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 Christina S. Nielson (CRD 4866971), associated with Primex; Timothy L. Stauffer (CRD 4178198), associated with Concorde Investment Services, LLC; Corbin S. Thomas (CRD 4234748), associated with McDermott Investment Services, LLC; Tom T. Teraoka (CRD 2780358), associated with 1st Global Capital Corp. and 20 others as recipients of sales compensation soliciting in CA, FL. Sales commissions are reported as $824,440 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.govFilings on Record
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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
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
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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.
V, L.L.C. Self-Storage Portfolio
Promoter · Oak Brook, IL
Depositor of the Issuer.
Exchange, L.L.C. Self-Storage Portfolio V
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 V Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio V 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.
Christina S. NielsonCRD 4866971 on BrokerCheck
Associated broker-dealer: Primex (CRD 29394) · Costa Mesa, CA · Soliciting in CA, FL
Timothy L. StaufferCRD 4178198 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Fort Wayne, IN · Soliciting in IN
Corbin S. ThomasCRD 4234748 on BrokerCheck
Associated broker-dealer: McDermott Investment Services, LLC (CRD 154926) · Huntington Beach, CA · Soliciting in MN
Tom T. TeraokaCRD 2780358 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Huntington Beach, CA · Soliciting in CA
Joseph G. MichaletzCRD 1327534 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Mankato, MN · Soliciting in MN, OH
Marcia A. GeltmanCRD 5540688 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Mount Arlington, NJ · Soliciting in NJ
Daniel P. RauppCRD 4079107 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Port Jefferson, NY · Soliciting in MO, NY
Damian J. DeringCRD 2854253 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Playa Del Rey, CA · Soliciting in CA
Bryon J. IshiwataCRD 4610456 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · San Jose, CA · Soliciting in CA
Delmar V. McKinney IICRD 1186853 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Taylor, TX · Soliciting in TX
Dominick J. SarinelliCRD 5409729 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Mount Arlington, NJ · Soliciting in CO
Preston P. MokrisCRD 5179201 on BrokerCheck
Associated broker-dealer: Concorde Investment Services, LLC (CRD 151604) · Raleigh, NC · Soliciting in SC
James T. WalesaCRD 1061209 on BrokerCheck
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Park Ridge, IL · Soliciting in TX
Maureen L. VerduynCRD 1239558 on BrokerCheck
Associated broker-dealer: Rance King Sercurities Corp. (CRD 15737) · Carlsbad, CA · Soliciting in CA
Nicholas J. GardnerCRD 5777904 on BrokerCheck
Associated broker-dealer: Rance King Sercurites Corp. (CRD 15737) · Carlsbad, CA · Soliciting in CA
Paul L. RogerCRD 6296495 on BrokerCheck
Associated broker-dealer: Silver Portal Capital LLC (CRD 114290) · San Diego, CA · Soliciting in IL
Inland Sercurities CorporationCRD 15807 on BrokerCheck
Associated broker-dealer: Inland Securities Corporation (CRD 15807) · Oak Brook, IN · Soliciting in IL
Mark L. LopezCRD 1128966 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Missoula, MT · Soliciting in MT
Justin C. LowyCRD 5935993 on BrokerCheck
Associated broker-dealer: Crown Capital Securitie, L.P. (CRD 6312) · Orange, CA · Soliciting in AK
Gregory P. HunterCRD 2867265 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Walnut Creek, CA · Soliciting in CA
James A. Parry Sr.CRD 1877092 on BrokerCheck
Associated broker-dealer: Triad Advisors, Inc. (CRD 25803) · Frisco, TX · Soliciting in TX
Richard M. Waters Jr,CRD 2421557 on BrokerCheck
Associated broker-dealer: Infinex Investments, Inc. (CRD 35371) · Dade City, FL · Soliciting in FL
Michael T. MoomawCRD 6236376 on BrokerCheck
Associated broker-dealer: 1st Global Capital Corp. (CRD 30349) · Hillsboro, OR · Soliciting in OR
Inland Securities CorporationCRD 15807 on BrokerCheck
Oak Brook, IL · Soliciting in IL
Questions About Self-Storage Portfolio V 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 V DST?
Self-Storage Portfolio V DST is a Delaware entity organized in 2017 that filed a Form D with the SEC on December 1, 2017 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio V DST legit?
AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio V DST filed a Form D with the SEC on December 1, 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 $16,488,801 sold to 36 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 V 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 V 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 V DST raised?
Self-Storage Portfolio V DST reported $16,488,801 sold from 36 investors of a $16,488,801 total offering as of the Form D filed December 1, 2017.
Who can invest in Self-Storage Portfolio V 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 V DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 1, 2017. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio V DST and how are they paid?
The Form D names Christina S. Nielson (CRD 4866971), associated with Primex; Timothy L. Stauffer (CRD 4178198), associated with Concorde Investment Services, LLC; Corbin S. Thomas (CRD 4234748), associated with McDermott Investment Services, LLC; Tom T. Teraoka (CRD 2780358), associated with 1st Global Capital Corp. and 20 others as recipients of sales compensation soliciting in CA, FL. Sales commissions are reported as $824,440 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Self-Storage Portfolio V DST?
The Form D lists 4 related persons: Capital Corporation Inland Private, promoter (Sponsor of the Issuer); V, L.L.C. Self-Storage Portfolio, promoter (Depositor of the Issuer); Exchange, L.L.C. Self-Storage Portfolio V, 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 V Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio V DST). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio V 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 V 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; 5 amendments are on record for this CIK.
What is Self-Storage Portfolio V DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.