SEC filing record
Primary Source · SEC.gov

Self-Storage Portfolio VIII DST

2019 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

$73M

Investors

178

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 VIII DST is a Delaware business trust that first filed a Form D on August 22, 2019 and most recently amended it on November 21, 2019 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio VIII DST reported $73,230,712 sold from 178 investors of a $97,179,813 total offering as of the Form D filed November 21, 2019. 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), associated with None; MADISON AVENUE SECURITIES, LLC (CRD 23224), associated with None; PRIMEX (CRD 29394), associated with None; 1st Global Capital Corporation (CRD 30349), associated with None and 36 others as recipients of sales compensation soliciting in all states. 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 Number0001786107
Entity NameSelf-Storage Portfolio VIII 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 TypeBusiness Trust
Jurisdiction of OrganizationDelaware
Issuer Address2901 Butterfield Road, Oak Brook, IL 60523
Phone(888) 671-1031
Industry / Fund TypeOther Real Estate
Securities Type—
First Sale DateAugust 13, 2019
Filing DateNovember 21, 2019
Accession Number0001734696-19-000008
Total Offering Amount$97,179,813
Total Amount Sold$73,230,712
Amount Remaining$23,949,101
Total Investors178
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count7 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

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

lapsed

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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

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.

Inland Private Capital Corporation

Executive Officer · Oak Brook, IL

Sponsor of the Issuer

Self-Storage Portfolio VIII, L.L.C.

Executive Officer · Oak Brook, IL

Depositor of the Issuer

Self-Storage Portfolio VIII Exchange, L.L.C.

Executive Officer · Oak Brook, IL

Signatory Trustee of the Issuer

Keith Lampi

Executive Officer · Oak Brook, IL

President of Sole Member of the Signatory Trustee of Issuer

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

Associated broker-dealer: None · OAK BROOK, IL · Soliciting in all states

MADISON AVENUE SECURITIES, LLCCRD 23224 on BrokerCheck

Associated broker-dealer: None · SAN DIEGO, CA · Soliciting in all states

PRIMEXCRD 29394 on BrokerCheck

Associated broker-dealer: None · NEW YORK, NY · Soliciting in CA

1st Global Capital CorporationCRD 30349 on BrokerCheck

Associated broker-dealer: None · DALLAS, TX · Soliciting in OR

Concorde Investment Services, LLCCRD 151604 on BrokerCheck

Associated broker-dealer: None · LIVONIA, MI · Soliciting in PA, WA

DFPG Investments, Inc.CRD 155576 on BrokerCheck

Associated broker-dealer: None · SANDY, UT · Soliciting in CA

International Assets Advisory, LLCCRD 10645 on BrokerCheck

Associated broker-dealer: None · ORLANDO, FL · Soliciting in FL

Nationwide Planning Associates, IncCRD 31029 on BrokerCheck

Associated broker-dealer: None · PARAMUS, NJ · Soliciting in NY

AMERITAS INVESTMENT CORP.CRD 14869 on BrokerCheck

Associated broker-dealer: None · LINCOLN, NE · Soliciting in CA

CABIN SECURITIES, INC.CRD 137608 on BrokerCheck

Associated broker-dealer: None · OVERLAND PARK, KS · Soliciting in CA

SAGEPOINT FINANCIAL, INC.CRD 133763 on BrokerCheck

Associated broker-dealer: None · PHOENIX, AZ · Soliciting in NY

MCDERMOTT INVESTMENT SERVICES, LLCCRD 154926 on BrokerCheck

Associated broker-dealer: None · BETHLEHEM, PA · Soliciting in UT

Avantax Investment Services IncCRD 13686 on BrokerCheck

Associated broker-dealer: None · IRVING, TX · Soliciting in AZ, CA, NJ, NV, NY, VA

Cetera Advisors, LLCCRD 10299 on BrokerCheck

Associated broker-dealer: None · DENVER, CO · Soliciting in CA

Crown Capital Securities L.P.CRD 6312 on BrokerCheck

Associated broker-dealer: None · ORANGE, CA · Soliciting in CA

Emerson Equity LLCCRD 130032 on BrokerCheck

Associated broker-dealer: None · SAN MATEO, CA · Soliciting in FL

FSC Securities CorporationCRD 7461 on BrokerCheck

Associated broker-dealer: None · ATLANTA, GA · Soliciting in TX

Investacorp, Inc.CRD 7684 on BrokerCheck

Associated broker-dealer: None · MIAMI, FL · Soliciting in IL

Investment Planners, Inc.CRD 18557 on BrokerCheck

Associated broker-dealer: None · DECATUR, IL · Soliciting in KS

Kalos CapitalCRD 44337 on BrokerCheck

Associated broker-dealer: None · ALPHARETTA, GA · Soliciting in FL

M Holdings SecuritiesCRD 43285 on BrokerCheck

Associated broker-dealer: None · PORTLAND, OR · Soliciting in CO

Muriel Siebert & Co., IncCRD 5376 on BrokerCheck

Associated broker-dealer: None · NEW YORK, NY · Soliciting in NY

RCX Capital Group LLCCRD 114290 on BrokerCheck

Associated broker-dealer: None · THE WOODLANDS, TX · Soliciting in FL

Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck

Associated broker-dealer: None · JERSEY CITY, NJ · Soliciting in NJ, WI

Tfs Securities, Inc.CRD 20626 on BrokerCheck

Associated broker-dealer: None · LINCROFT, NJ · Soliciting in NJ

Triad Advisors, Inc.CRD 25803 on BrokerCheck

Associated broker-dealer: None · NORCROSS, GA · Soliciting in GA, WI

Vanderbilt Securities, LLCCRD 5953 on BrokerCheck

Associated broker-dealer: None · WOODBURY, NY · Soliciting in NY

WealthForge Securities LLCCRD 152550 on BrokerCheck

Associated broker-dealer: None · RICHMOND, VA · Soliciting in CA, KS, OH

Woodbury Financial Services, Inc.CRD 421 on BrokerCheck

Associated broker-dealer: None · OAKDALE, MN · Soliciting in CA

American Investors CompanyCRD 38 on BrokerCheck

Associated broker-dealer: None · SAN RAMON, CA · Soliciting in OR

Arkadios CapitalCRD 282710 on BrokerCheck

Associated broker-dealer: None · ATLANTA, GA · Soliciting in TX

Callaway Financial Services IncCRD 104003 on BrokerCheck

Associated broker-dealer: None · HOUSTON, TX · Soliciting in TX

Cambridge Investment ResearchCRD 39543 on BrokerCheck

Associated broker-dealer: None · FAIRFIELD, IA · Soliciting in ID, MO, NH, OH

Capulent LLCCRD 155155 on BrokerCheck

Associated broker-dealer: None · PHOENIX, AZ · Soliciting in OR

Cetera Advisors, LLCCRD 10299 on BrokerCheck

Associated broker-dealer: None · DENVER, CO · Soliciting in CA

Concorde Investment Services, LLCCRD 151604 on BrokerCheck

Associated broker-dealer: None · LIVONIA, MI · Soliciting in AZ, CA, FL, IL, IN, NV, OR, PA, WA

Crown Capital Securities L.P.CRD 6312 on BrokerCheck

Associated broker-dealer: None · ORANGE, CA · Soliciting in CA

Galt Financial Group, Inc.CRD 146976 on BrokerCheck

Associated broker-dealer: None · WEST LAKE VILLAGE, CA · Soliciting in AZ

Harbour Investments, Inc.CRD 19258 on BrokerCheck

Associated broker-dealer: None · MADISON, WI · Soliciting in AZ

LINCOLN FINANCIAL ADVISORS CORPORATIONCRD 3978 on BrokerCheck

Associated broker-dealer: None · EDINA, MN · Soliciting in MN

Questions About Self-Storage Portfolio VIII 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 VIII DST?

Self-Storage Portfolio VIII DST is a Delaware business trust that filed a Form D with the SEC on November 21, 2019 in the Other Real Estate industry group. The filing claims Rule 506(b).

Is Self-Storage Portfolio VIII DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio VIII DST filed a Form D with the SEC on November 21, 2019 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 $73,230,712 sold to 178 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 VIII 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 VIII 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 VIII DST raised?

Self-Storage Portfolio VIII DST reported $73,230,712 sold from 178 investors of a $97,179,813 total offering as of the Form D filed November 21, 2019.

Who can invest in Self-Storage Portfolio VIII 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 VIII DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of November 21, 2019. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Self-Storage Portfolio VIII DST and how are they paid?

The Form D names INLAND SECURITIES CORPORATION (CRD 15807), associated with None; MADISON AVENUE SECURITIES, LLC (CRD 23224), associated with None; PRIMEX (CRD 29394), associated with None; 1st Global Capital Corporation (CRD 30349), associated with None and 36 others as recipients of sales compensation soliciting in all states.

Who is behind Self-Storage Portfolio VIII DST?

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

Where is Self-Storage Portfolio VIII DST located?

The issuer's address on its SEC filings is 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is 888-671-1031. It is organized under the laws of Delaware.

How long is the Self-Storage Portfolio VIII 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; 6 amendments are on record for this CIK.

What is Self-Storage Portfolio VIII 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.