Self-Storage Portfolio XII 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
$31M
Investors
80
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 XII DST is a Delaware business trust that first filed a Form D on January 4, 2021 and most recently amended it on February 18, 2021 in the Other Real Estate industry group. The offering claims Rule 506(b). Self-Storage Portfolio XII DST reported $30,749,870 sold from 80 investors of a $30,958,907 total offering as of the Form D filed February 18, 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 Inland Securities Corporation (CRD 15807), associated with None; Ameritas Investment Corp. (CRD 14869), associated with None; Avantax Investment Services Inc (CRD 13686), associated with None; Berthel Fisher & Co Financial Svcs (CRD 13609), associated with None and 19 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
Sole Member of the Signatory Trustee
Self-Storage Portfolio XII Exchange, L.L.C.
Executive Officer · Oak Brook, IL
Signatory Trustee
Self-Storage Portfolio XII, L.L.C.
Executive Officer · Oak Brook, IL
Depositor
Keith D. Lampi
Executive Officer · Oak Brook, IL
President of the Sole Member of the Signatory Trustee
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
Ameritas Investment Corp.CRD 14869 on BrokerCheck
Associated broker-dealer: None · LINCOLN, NE · Soliciting in OH, TX
Avantax Investment Services IncCRD 13686 on BrokerCheck
Associated broker-dealer: None · DALLAS, TX · Soliciting in AZ, CA, MN, NY, OR, TX
Berthel Fisher & Co Financial SvcsCRD 13609 on BrokerCheck
Associated broker-dealer: None · CEDAR RAPIDS, IA · Soliciting in OR
Cambridge Investment ResearchCRD 39543 on BrokerCheck
Associated broker-dealer: None · FAIRFIELD, IA · Soliciting in CA, CO, MO, NE, NY, PA, UT
Centaurus Financial, Inc.CRD 30833 on BrokerCheck
Associated broker-dealer: None · ANAHEIM, CA · Soliciting in CA
Center Street Securities, Inc.CRD 26898 on BrokerCheck
Associated broker-dealer: None · NASHVILLE, TN · Soliciting in AZ, FL
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · LIVONIA, MI · Soliciting in CA, NC, OH
Crown Capital Securities L.P.CRD 6312 on BrokerCheck
Associated broker-dealer: None · ORANGE, CA · Soliciting in CA
DAI Securities LLCCRD 36673 on BrokerCheck
Associated broker-dealer: None · ATLANTA, GA · Soliciting in IL
Emerson Equity LLCCRD 130032 on BrokerCheck
Associated broker-dealer: None · SAN MATEO, CA · Soliciting in CA, OR
Lincoln Financial AdvisorsCRD 3978 on BrokerCheck
Associated broker-dealer: None · FORT WAYNE, IN · Soliciting in MN
Lincoln Financial Securities CorpCRD 3870 on BrokerCheck
Associated broker-dealer: None · FORT WAYNE, IN · Soliciting in NJ
MSC-BD LLCCRD 142927 on BrokerCheck
Associated broker-dealer: None · CUMMING, GA · Soliciting in FL
Nationwide Planning Associates, IncCRD 31029 on BrokerCheck
Associated broker-dealer: None · PARAMUS, NJ · Soliciting in FL, NY
NexTrend Securities IncCRD 43710 on BrokerCheck
Associated broker-dealer: None · AUSTIN, TX · Soliciting in IL
RCX CAPITAL GROUP, LLCCRD 114290 on BrokerCheck
Associated broker-dealer: None · THE WOODLANDS, TX · Soliciting in CA
Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck
Associated broker-dealer: None · JERSEY CITY, NJ · Soliciting in TN
Sagepoint Financial, Inc.CRD 133763 on BrokerCheck
Associated broker-dealer: None · PHOENIX, AZ · Soliciting in CA, NH
THE STRATEGIC FINANCIAL ALLIANCE, INC.CRD 126514 on BrokerCheck
Associated broker-dealer: None · ATLANTA, GA · Soliciting in CO, PA
Thornhill Securities IncCRD 22333 on BrokerCheck
Associated broker-dealer: None · AUSTIN, TX · Soliciting in CA, SC
Western International Securities IncCRD 39262 on BrokerCheck
Associated broker-dealer: None · PASADENA, CA · Soliciting in NE
Whitehall-Parker Securities, Inc.CRD 10608 on BrokerCheck
Associated broker-dealer: None · SAN RAFAEL, CA · Soliciting in MI
Questions About Self-Storage Portfolio XII 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 XII DST?
Self-Storage Portfolio XII DST is a Delaware business trust that filed a Form D with the SEC on February 18, 2021 in the Other Real Estate industry group. The filing claims Rule 506(b).
Is Self-Storage Portfolio XII DST legit?
AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio XII DST filed a Form D with the SEC on February 18, 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 $30,749,870 sold to 80 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 XII 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 XII 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 XII DST raised?
Self-Storage Portfolio XII DST reported $30,749,870 sold from 80 investors of a $30,958,907 total offering as of the Form D filed February 18, 2021.
Who can invest in Self-Storage Portfolio XII 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 XII DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of February 18, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Self-Storage Portfolio XII DST and how are they paid?
The Form D names Inland Securities Corporation (CRD 15807), associated with None; Ameritas Investment Corp. (CRD 14869), associated with None; Avantax Investment Services Inc (CRD 13686), associated with None; Berthel Fisher & Co Financial Svcs (CRD 13609), associated with None and 19 others as recipients of sales compensation soliciting in all states.
Who is behind Self-Storage Portfolio XII DST?
The Form D lists 4 related persons: Inland Private Capital Corporation, executive officer (Sole Member of the Signatory Trustee); Self-Storage Portfolio XII Exchange, L.L.C., executive officer (Signatory Trustee); Self-Storage Portfolio XII, L.L.C., executive officer (Depositor); Keith D. Lampi, executive officer (President of the Sole Member of the Signatory Trustee). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Self-Storage Portfolio XII 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 XII 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; 1 amendment is on record for this CIK.
What is Self-Storage Portfolio XII 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.