SEC filing record
Primary Source · SEC.gov

Diversified Residential Portfolio DST

2020 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

$222M

Investors

433

Min Invest

$25,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Diversified Residential Portfolio DST is a Delaware entity that first filed a Form D on February 24, 2021 and most recently amended it on November 3, 2021 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. Diversified Residential Portfolio DST reported $221,999,204 sold from 433 investors of a $221,999,204 total offering as of the Form D filed November 3, 2021. 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 Nationwide Planning Associates Inc. (CRD 31029), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Avantax Investment Services, Inc. (CRD 13686), associated with None; DAI Securities, LLC (CRD 36673), associated with None and 36 others as recipients of sales compensation soliciting in FL, NJ, NY, VT. The issuer's address of record is C/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001831648
Entity NameDiversified Residential Portfolio 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
Issuer AddressC/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523
Phone(630) 218-8000
Industry / Fund TypeOther Real Estate
Securities TypeEquity
First Sale DateNovember 19, 2020
Filing DateNovember 3, 2021
Accession Number0001831648-21-000018
Total Offering Amount$221,999,204
Total Amount Sold$221,999,204
Amount Remaining$0
Total Investors433
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count21 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first (15 of 21). 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

closed

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Fund family Part of the Diversified Residential Portfolio DST family: 3 vehicles across 2 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

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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

Diversified Residential Portfolio Exchange, L.L.C.

Executive Officer · Oak Brook, IL

Signatory Trustee of the Issuer

Diversified Residential Portfolio Depositor, L.L.C.

Executive Officer · Oak Brook, IL

Depositor of the Issuer

Keith D. Lampi

Executive Officer · Oak Brook, IL

President of the sole member of the Signatory Trustee of the 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.

Nationwide Planning Associates Inc.CRD 31029 on BrokerCheck

Associated broker-dealer: None · Paramus, NJ · Soliciting in FL, NJ, NY, VT

Concorde Investment Services, LLCCRD 151604 on BrokerCheck

Associated broker-dealer: None · Livonia, MI · Soliciting in CA, IN, NY, OR, PA

Avantax Investment Services, Inc.CRD 13686 on BrokerCheck

Associated broker-dealer: None · Dallas, TX · Soliciting in AZ, CA, FL, HI, IL, ME, MN, MO, NJ, NV, NY, PA, TX, WA

DAI Securities, LLCCRD 36673 on BrokerCheck

Associated broker-dealer: None · Atlanta, GA · Soliciting in CA, FL, NY, OH, OR, TX

Emerson Equity LLCCRD 130032 on BrokerCheck

Associated broker-dealer: None · San Mateo, CA · Soliciting in CA, CO, MN, OR

DFPG Investments, LLCCRD 155576 on BrokerCheck

Associated broker-dealer: None · Sandy, UT · Soliciting in CA, CO, DC, ID, MA, MO, NJ, TX, UT, WY

Stonecrest Capital Markets, Inc.CRD 39616 on BrokerCheck

Associated broker-dealer: None · Austin, TX · Soliciting in NJ

Vanderbilt Securities, LLCCRD 5953 on BrokerCheck

Associated broker-dealer: None · Woodbury, NY · Soliciting in AZ, IN, NJ, NY, OH

Cambridge Investment Research, Inc.CRD 39543 on BrokerCheck

Associated broker-dealer: None · Fairfield, IA · Soliciting in AZ, CA, CO, FL, IA, ID, IN, KS, NC, NE, NJ, NY, PA, TX, UT, VA

Sagepoint Financial, Inc.CRD 133763 on BrokerCheck

Associated broker-dealer: None · Phoenix, AZ · Soliciting in AL, CA, CO, HI, KS, NE, NH, NV, TX, WA

Woodbury Financial Services, Inc.CRD 421 on BrokerCheck

Associated broker-dealer: None · Oakdale, MN · Soliciting in AZ, CA, CO, ID, LA, NE, PA, TX

Stifel, Nicolaus & Company, IncorporatedCRD 793 on BrokerCheck

Associated broker-dealer: None · St. Louis, MO · Soliciting in AZ, CA, CO, FL, MA, MI, NC, WA, WY

National Securities CorporationCRD 7569 on BrokerCheck

Associated broker-dealer: None · Boca Raton, FL · Soliciting in NJ, NY

Securities America, Inc.CRD 10205 on BrokerCheck

Associated broker-dealer: None · Lavista, NE · Soliciting in AR, CA, FL, IA, IL, NE, TX, UT

Arkadios CapitalCRD 282710 on BrokerCheck

Associated broker-dealer: None · Atlanta, GA · Soliciting in DC, IL

Independent Financial Group, LLCCRD 7717 on BrokerCheck

Associated broker-dealer: None · San Diego, CA · Soliciting in CA, FL, TX, UT

Lincoln Financial Advisors CorporationCRD 3978 on BrokerCheck

Associated broker-dealer: None · Fort Wayne, IN · Soliciting in AZ, CA, MA, MD, MN, NC, NJ, NY, OH, OR

Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck

Associated broker-dealer: None · Jersey City, NJ · Soliciting in CA, FL, ME, NJ, NY, TX, VA, WI

Triad Advisors LLCCRD 25803 on BrokerCheck

Associated broker-dealer: None · Norcross, GA · Soliciting in MN, NJ, NY, RI

Crown Capital Securities, L.P.CRD 6312 on BrokerCheck

Associated broker-dealer: None · Orange, CA · Soliciting in CA, IL, MI, MN

FSC Securities CorporationCRD 7461 on BrokerCheck

Associated broker-dealer: None · Atlanta, GA · Soliciting in CA, MN, NC, OR, WA

Cabin Securities, Inc.CRD 137608 on BrokerCheck

Associated broker-dealer: None · Overland Park, KS · Soliciting in CA

Lincoln Financial Securities CorporationCRD 3870 on BrokerCheck

Associated broker-dealer: None · Fort Wayne, IN · Soliciting in DE, NC, NJ, PA

JRL Capital CorporationCRD 10225 on BrokerCheck

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

American Trust Investment Services, Inc.CRD 3001 on BrokerCheck

Associated broker-dealer: None · Whiting, IN · Soliciting in CA, CO, FL

American Investors CompanyCRD 38 on BrokerCheck

Associated broker-dealer: None · San Ramon, CA · Soliciting in CA

McNally Financial Services CorporationCRD 121196 on BrokerCheck

Associated broker-dealer: None · San Antonio, TX · Soliciting in CA

Cetera Advisor Networks LLCCRD 13572 on BrokerCheck

Associated broker-dealer: None · El Segundo, CA · Soliciting in CO, DC, FL, MD, NC

RCX Capital Group, LLCCRD 114290 on BrokerCheck

Associated broker-dealer: None · Dallas, TX · Soliciting in CA, WA, WI

Harbour Investments, Inc.CRD 19258 on BrokerCheck

Associated broker-dealer: None · Madison, WI · Soliciting in WI

Ameritas Investment Company, LLCCRD 14869 on BrokerCheck

Associated broker-dealer: None · Lincoln, NE · Soliciting in CA, KS, NE, OH

Commonwealth Financial NetworkCRD 8032 on BrokerCheck

Associated broker-dealer: None · Waltham, MA · Soliciting in MA, OR

Saxony Securities, Inc.CRD 115547 on BrokerCheck

Associated broker-dealer: None · St. Louis, MO · Soliciting in TX

Purshe Kaplan Sterling InvestmentsCRD 35747 on BrokerCheck

Associated broker-dealer: None · Albany, NY · Soliciting in CA, MI

Whitehall-Parker Securities, Inc.CRD 10608 on BrokerCheck

Associated broker-dealer: None · San Rafael, CA · Soliciting in CA

Boustead Securities, LLCCRD 141391 on BrokerCheck

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

Kovack Securities Inc.CRD 44848 on BrokerCheck

Associated broker-dealer: None · Fort Lauderdale, FL · Soliciting in CA

Thornhill Securities, Inc.CRD 22333 on BrokerCheck

Associated broker-dealer: None · Austin, TX · Soliciting in AZ, CA, CO, DC, MO, PA, TX

American Portfolios Financial ServivcesCRD 18487 on BrokerCheck

Associated broker-dealer: None · Holbrook, NY · Soliciting in MN, NY

Colorado Financial Service CorporationCRD 104343 on BrokerCheck

Associated broker-dealer: None · Centennial, CO · Soliciting in NV

Questions About Diversified Residential Portfolio DST

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Diversified Residential Portfolio DST?

Diversified Residential Portfolio DST is a Delaware entity that filed a Form D with the SEC on November 3, 2021 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.

Is Diversified Residential Portfolio DST legit?

AltStreet does not rate legitimacy; it reports the public record. Diversified Residential Portfolio DST filed a Form D with the SEC on November 3, 2021 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 $221,999,204 sold to 433 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 Diversified Residential Portfolio 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 Diversified Residential Portfolio 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 Diversified Residential Portfolio DST raised?

Diversified Residential Portfolio DST reported $221,999,204 sold from 433 investors of a $221,999,204 total offering as of the Form D filed November 3, 2021.

Who can invest in Diversified Residential Portfolio 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 Diversified Residential Portfolio DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of November 3, 2021. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Diversified Residential Portfolio DST and how are they paid?

The Form D names Nationwide Planning Associates Inc. (CRD 31029), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Avantax Investment Services, Inc. (CRD 13686), associated with None; DAI Securities, LLC (CRD 36673), associated with None and 36 others as recipients of sales compensation soliciting in FL, NJ, NY, VT.

Who is behind Diversified Residential Portfolio DST?

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

Where is Diversified Residential Portfolio DST located?

The issuer's address on its SEC filings is C/O Inland Private Capital Corporation, 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 Diversified Residential Portfolio 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; 15 amendments are on record for this CIK.

What is Diversified Residential Portfolio 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.