Self-Storage Portfolio XV 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
$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.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
closed
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 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.
