SEC filing record
Primary Source · SEC.gov

Self-Storage Portfolio XV DST

2022 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

$120M

Investors

261

Min Invest

$250,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Self-Storage Portfolio XV DST is a Delaware entity that first filed a Form D on January 7, 2022 and most recently amended it on October 21, 2022 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. Self-Storage Portfolio XV DST reported $120,065,295 sold from 261 investors of a $120,065,295 total offering as of the Form D filed October 21, 2022. 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 $250,000. The Form D names Inland Securities Corporation (CRD 15807), associated with None; Calton & Associates, Inc. (CRD 20999), associated with None; Chelsea Financial Services (CRD 47770), associated with None; Concorde Investment Services, LLC (CRD 151604), 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 Number0001901727
Entity NameSelf-Storage Portfolio XV 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 Address2901 Butterfield Road, Oak Brook, IL 60523
Phone(888) 671-1031
Industry / Fund TypeOther Real Estate
Securities TypeEquity
First Sale DateJanuary 5, 2022
Filing DateOctober 21, 2022
Accession Number0001901727-22-000002
Total Offering Amount$120,065,295
Total Amount Sold$120,065,295
Amount Remaining$0
Total Investors261
Non-Accredited InvestorsNone
Minimum Investment$250,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count3 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

closed

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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

Sole Member of Signatory Trustee

Self-Storage XV Exchange, L.L.C.

Executive Officer · Oak Brook, IL

Signatory Trustee

Keith D. Lampi

Executive Officer · Oak Brook, IL

President of the Sole Member of the Signatory Trustee

D. Self-Storage Portfolio XV, L.L.C.

Executive Officer · Oak Brook, IL

Depositor

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

Calton & Associates, Inc.CRD 20999 on BrokerCheck

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

Chelsea Financial ServicesCRD 47770 on BrokerCheck

Associated broker-dealer: None · Staten Island, NY · Soliciting in FL

Concorde Investment Services, LLCCRD 151604 on BrokerCheck

Associated broker-dealer: None · Livonia, MI · Soliciting in AR, CA, LA, MA, MT, NC, NV, NY, OH, OR, TN

Arkadios CapitalCRD 282710 on BrokerCheck

Associated broker-dealer: None · Atlanta, GA · Soliciting in FL, GA, NC, NJ, TX, WI

Emerson Equity LLCCRD 130032 on BrokerCheck

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

McDermott Investment Services, LLCCRD 154926 on BrokerCheck

Associated broker-dealer: None · Bethlehem, PA · Soliciting in CA, FL

Thornhill Securities, Inc.CRD 22333 on BrokerCheck

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

Cambridge Investment Research, Inc.CRD 39543 on BrokerCheck

Associated broker-dealer: None · Fairfield, IA · Soliciting in AL, CO, FL, HI, IA, IL, LA, NC, NE, OH, RI, VA

Wilson-Davis & Co., Inc.CRD 3777 on BrokerCheck

Associated broker-dealer: None · Salt Lake City, UT · Soliciting in UT

Whitehall-Parker Securities, Inc.CRD 10608 on BrokerCheck

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

Colorado Financial Service CorporationCRD 104343 on BrokerCheck

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

National Securities CorporationCRD 7569 on BrokerCheck

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

Avantax Investment Services, Inc.CRD 13686 on BrokerCheck

Associated broker-dealer: None · Dallas, TX · Soliciting in AR, AZ, CA, CO, FL, IA, ID, IL, MO, NY, OR, PA, TX, UT

Cabot Lodge Securities LLCCRD 159712 on BrokerCheck

Associated broker-dealer: None · New York, NY · Soliciting in CA

NexTrend Securities, Inc.CRD 43710 on BrokerCheck

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

Stifel Nicolaus & Company, IncorporatedCRD 793 on BrokerCheck

Associated broker-dealer: None · St. Louis, MO · Soliciting in AZ, CA, FL, OH, OR, SD, TN, WA

DFPG Investments, LLCCRD 155576 on BrokerCheck

Associated broker-dealer: None · Sandy, UT · Soliciting in CA, CO, MO

Berthel, Fisher & Company Financial Services, Inc.CRD 13609 on BrokerCheck

Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in CA, MO

Independent Financial Group, LLCCRD 7717 on BrokerCheck

Associated broker-dealer: None · San Diego, CA · Soliciting in CA, NV, TX, WA

Kingswood Capital Partners, LLCCRD 28898 on BrokerCheck

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

The Strategic Financial Alliance, Inc.CRD 126514 on BrokerCheck

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

Ameritas Investment Company, LLCCRD 14869 on BrokerCheck

Associated broker-dealer: None · Lincoln, NE · Soliciting in NC

Cetera Advisor Networks LLCCRD 13572 on BrokerCheck

Associated broker-dealer: None · El Segundo, CA · Soliciting in MD, MO, NV, OR

Concourse Financial Group Securities, Inc.CRD 15708 on BrokerCheck

Associated broker-dealer: None · Birmingham, AL · Soliciting in AZ, MN

Kalos Capital, Inc.CRD 44337 on BrokerCheck

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

DAI Securities, LLCCRD 36673 on BrokerCheck

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

Purshe Kaplan Sterling InvestmentsCRD 35747 on BrokerCheck

Associated broker-dealer: None · Albany, NY · Soliciting in MO, OH

Lincoln Financial Advisors CorporationCRD 3978 on BrokerCheck

Associated broker-dealer: None · Fort Wayne, IN · Soliciting in CA, IL, MA, NC, OR

Great Point Capital LLCCRD 114203 on BrokerCheck

Associated broker-dealer: None · Chicago, IL · Soliciting in CO, NY

Sagepoint Financial, Inc.CRD 133763 on BrokerCheck

Associated broker-dealer: None · Phoenix, AZ · Soliciting in CA, FL

Woodbury Financial Services, Inc.CRD 421 on BrokerCheck

Associated broker-dealer: None · Oakdale, MN · Soliciting in IL, MO, NJ

Westpark Capital, Inc.CRD 39914 on BrokerCheck

Associated broker-dealer: None · Los Angels, CA · Soliciting in CA

First Allied Securities, Inc.CRD 32444 on BrokerCheck

Associated broker-dealer: None · San Diego, CA · Soliciting in AZ, FL, NC

Nationwide Planning Associates Inc.CRD 31029 on BrokerCheck

Associated broker-dealer: None · Paramus, NJ · Soliciting in CA, FL, VA

Lion Street Financial, LLCCRD 165828 on BrokerCheck

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

RCX Capital Group, LLCCRD 114290 on BrokerCheck

Associated broker-dealer: None · The Woodlands, TX · Soliciting in AZ, CA, WA, WY

M Holdings Securities, Inc.CRD 43285 on BrokerCheck

Associated broker-dealer: None · Portland, OR · Soliciting in FL

Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck

Associated broker-dealer: None · Jersey City, NJ · Soliciting in HI, NC, NY, OH

WealthForge Securities, LLCCRD 152550 on BrokerCheck

Associated broker-dealer: None · Richmond, VA · Soliciting in NY

Questions About Self-Storage Portfolio XV 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 XV DST?

Self-Storage Portfolio XV DST is a Delaware entity that filed a Form D with the SEC on October 21, 2022 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.

Is Self-Storage Portfolio XV DST legit?

AltStreet does not rate legitimacy; it reports the public record. Self-Storage Portfolio XV DST filed a Form D with the SEC on October 21, 2022 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 $120,065,295 sold to 261 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 XV 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 XV 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 XV DST raised?

Self-Storage Portfolio XV DST reported $120,065,295 sold from 261 investors of a $120,065,295 total offering as of the Form D filed October 21, 2022.

Who can invest in Self-Storage Portfolio XV 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 $250,000.

What is the minimum investment in Self-Storage Portfolio XV DST?

The Form D lists $250,000 as the minimum investment accepted from any outside investor as of October 21, 2022. Issuers can waive their own minimums, and the figure does not include fees.

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

The Form D names Inland Securities Corporation (CRD 15807), associated with None; Calton & Associates, Inc. (CRD 20999), associated with None; Chelsea Financial Services (CRD 47770), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 36 others as recipients of sales compensation soliciting in all states.

Who is behind Self-Storage Portfolio XV DST?

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

Where is Self-Storage Portfolio XV DST located?

The issuer's address on its SEC filings is 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is 888671-1031. It is organized under the laws of Delaware.

How long is the Self-Storage Portfolio XV 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; 2 amendments are on record for this CIK.

What is Self-Storage Portfolio XV 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.