Self-Storage Portfolio IX 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
$18M
Investors
51
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 IX DST is a Delaware business trust that first filed a Form D on September 30, 2019 and most recently amended it on May 7, 2020 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio IX DST reported $17,819,110 sold from 51 investors of a $17,857,732 total offering as of the Form D filed May 7, 2020. 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; Mc Dermott Investment Services, LLC (CRD 154926), associated with None; WealthForge Securities LLC (CRD 152550), associated with None; RCX Capital Group LLC (CRD 114290), associated with None and 16 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.govFilings 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
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.
Inland Private Capital Corporation
Executive Officer · Oak Brook, IL
Sponsor of the Issuer
Self-Storage Portfolio IX, LLC
Executive Officer · Oak Brook, IL
Depositor of the Issuer
Self-Storage Portfolio IX Exhange, LLC
Executive Officer · Oak Brook, IL
Signatory Trustee of the Issuer
Keith D. 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
Mc Dermott Investment Services, LLCCRD 154926 on BrokerCheck
Associated broker-dealer: None · BETHLEHEM, PA · Soliciting in CA
WealthForge Securities LLCCRD 152550 on BrokerCheck
Associated broker-dealer: None · RICHMOND, VA · Soliciting in KS, OR
RCX Capital Group LLCCRD 114290 on BrokerCheck
Associated broker-dealer: None · THE WOODLANDS, TX · Soliciting in IL, WI
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · LIVONIA, MI · Soliciting in AZ, FL
JRL Capital CorporationCRD 10225 on BrokerCheck
Associated broker-dealer: None · NEWPORT BEACH, CA · Soliciting in ID
Cambridge Investment ResearchCRD 39543 on BrokerCheck
Associated broker-dealer: None · FAIRFIELD, IA · Soliciting in ID, KY
Arkadios CapitalCRD 282710 on BrokerCheck
Associated broker-dealer: None · ATLANTA, GA · Soliciting in NC, UT
Westpark Capital IncCRD 39914 on BrokerCheck
Associated broker-dealer: None · LOS ANGELES, CA · Soliciting in FL
Avantax Investment Services IncCRD 13686 on BrokerCheck
Associated broker-dealer: None · IRVING, TX · Soliciting in AZ, CA, CO, TX
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.CRD 18487 on BrokerCheck
Associated broker-dealer: None · HOLBROOK, NJ · Soliciting in NJ
Colorado Financial Service CorpCRD 104343 on BrokerCheck
Associated broker-dealer: None · CENTENNIAL, CO · Soliciting in CO, HI
Independent Financial Group, LLCCRD 7717 on BrokerCheck
Associated broker-dealer: None · SAN DIEGO, CA · Soliciting in WA
Triad Advisors, Inc.CRD 25803 on BrokerCheck
Associated broker-dealer: None · NORCROSS, GA · Soliciting in MA
DFPG Investments, Inc.CRD 155576 on BrokerCheck
Associated broker-dealer: None · SANDY, UT · Soliciting in CA
Securities America Inc.CRD 10205 on BrokerCheck
Associated broker-dealer: None · LAVISTA, NE · Soliciting in PA
SAGEPOINT FINANCIAL, INC.CRD 133763 on BrokerCheck
Associated broker-dealer: None · PHOENIX, AZ · Soliciting in CA
AUSDAL FINANCIAL PARTNERS, INC.CRD 7995 on BrokerCheck
Associated broker-dealer: None · DAVENPORT, IA · Soliciting in IL
Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck
Associated broker-dealer: None · JERSEY CITY, NJ · Soliciting in FL, NY
DAI Securities LLCCRD 36673 on BrokerCheck
Associated broker-dealer: None · ATLANTA, GA · Soliciting in CA
Questions About Self-Storage Portfolio IX 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 IX DST?
Self-Storage Portfolio IX DST is a Delaware business trust that filed a Form D with the SEC on May 7, 2020 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio IX DST legit?
AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio IX DST filed a Form D with the SEC on May 7, 2020 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 $17,819,110 sold to 51 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 IX 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 IX 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 IX DST raised?
Self-Storage Portfolio IX DST reported $17,819,110 sold from 51 investors of a $17,857,732 total offering as of the Form D filed May 7, 2020.
Who can invest in Self-Storage Portfolio IX 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 IX DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of May 7, 2020. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio IX DST and how are they paid?
The Form D names Inland Securities Corporation (CRD 15807), associated with None; Mc Dermott Investment Services, LLC (CRD 154926), associated with None; WealthForge Securities LLC (CRD 152550), associated with None; RCX Capital Group LLC (CRD 114290), associated with None and 16 others as recipients of sales compensation soliciting in all states.
Who is behind Self-Storage Portfolio IX DST?
The Form D lists 4 related persons: Inland Private Capital Corporation, executive officer (Sponsor of the Issuer); Self-Storage Portfolio IX, LLC, executive officer (Depositor of the Issuer); Self-Storage Portfolio IX Exhange, LLC, executive officer (Signatory Trustee of the Issuer); Keith D. 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 IX DST located?
The issuer's address on its SEC filings is 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is 8886711031. It is organized under the laws of Delaware.
How long is the Self-Storage Portfolio IX 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 IX 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.