AIREX Portfolio V 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
$320M
Investors
164
Min Invest
$500,000
What this filing shows
·Every sentence is a value as filed on SEC Form D
AIREX Portfolio V DST is a Delaware business trust that first filed a Form D on March 25, 2022 and most recently amended it on May 4, 2023 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. AIREX Portfolio V DST reported $320,200,000 sold from 164 investors of a $320,200,000 total offering as of the Form D filed May 4, 2023. 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 $500,000. The Form D names Ares Wealth Management Solutions, LLC (CRD 119546), associated with None; Morgan Stanley (CRD 14977), associated with None; Commonwealth Financial Network (CRD 8032), associated with None; Rockefeller Financial LLC (CRD 291361), associated with None and 2 others as recipients of sales compensation soliciting in all states. The issuer's address of record is C/O Ares Management, Tabor Center, 1200 17th St., Suite 2900, Denver, CO 80202.
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.
Fund Family
Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.
Fund family
AIREX Portfolio DST9 vehicles · 9 generations · since 2022 · $1.60B sold across the family
This issuer is in Fund V · Fund IV has sold $288.9M to date across its vehicles
| Vehicle | Role | First filed | Status | Sold | Investors |
|---|---|---|---|---|---|
| Fund XII · first filed 2026-10-14 · 1 vehicle | |||||
| AIREX Portfolio 12 DST | 2026-10-14 | pre sale | $0 | 0 | |
| Fund XI · first filed 2026-04-13 · 1 vehicle | |||||
| AIREX Portfolio 11 DST | 2026-04-13 | pre sale | $0 | 0 | |
| Fund X · first filed 2025-10-07 · 1 vehicle · $223.9M sold · 108 investors | |||||
| AIREX Portfolio 10 DST | 2025-10-07 | closed | $223.9M | 108 | |
| Fund IX · first filed 2025-07-02 · 1 vehicle · $115.0M sold · 60 investors | |||||
| AIREX Portfolio 9 DST | 2025-07-02 | closed | $115.0M | 60 | |
| Fund VIII · first filed 2024-06-10 · 1 vehicle · $117.5M sold · 83 investors | |||||
| Airex Portfolio 8 DST | 2024-06-10 | closed | $117.5M | 83 | |
| Fund VII · first filed 2023-08-23 · 1 vehicle · $219.2M sold · 159 investors | |||||
| AIREX Portfolio 7 DST | 2023-08-23 | closed | $219.2M | 159 | |
| Fund VI · first filed 2022-11-15 · 1 vehicle · $316.3M sold · 125 investors | |||||
| AIREX Portfolio VI DST | 2022-11-15 | closed | $316.3M | 125 | |
| Fund V · first filed 2022-03-25 · 1 vehicle · $320.2M sold · 164 investors | |||||
| AIREX Portfolio V DSTthis issuer | 2022-03-25 | closed | $320.2M | 164 | |
| Fund IV · first filed 2022-02-24 · 1 vehicle · $288.9M sold · 163 investors | |||||
| AIREX Portfolio IV DST | 2022-02-24 | closed | $288.9M | 163 | |
Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.
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
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Ares Industrial Real Estate Exchange LLC
Executive Officer · Denver, CO
Sponsor of the Issuer
AIREX Portfolio V Manager LLC
Executive Officer · Denver, CO
Manager
AIREX Portfolio V TRS LLC
Executive Officer · Denver, CO
Depositor
Joshua J. Widoff
Executive Officer · Denver, CO
CLO of the indirect parent of AIREX Portfolio V Manager LLC, which is the manager 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.
Ares Wealth Management Solutions, LLCCRD 119546 on BrokerCheck
Associated broker-dealer: None · Denver, CO · Soliciting in all states
Morgan StanleyCRD 14977 on BrokerCheck
Associated broker-dealer: None · Purchase, NY · Soliciting in AK, AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, ND, NE, NH, NJ, NV, NY, OH, PA, TN, TX, UT, VA, WA, WI
Commonwealth Financial NetworkCRD 8032 on BrokerCheck
Associated broker-dealer: None · Waltham, MA · Soliciting in AZ, FL
Rockefeller Financial LLCCRD 291361 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in CO, MI
Hightower Securities, LLCCRD 116681 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in GA
UBS Financial Services Inc.CRD 8174 on BrokerCheck
Associated broker-dealer: None · Weehawken, NJ · Soliciting in NH
Questions About AIREX Portfolio V DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is AIREX Portfolio V DST?
AIREX Portfolio V DST is a Delaware business trust that filed a Form D with the SEC on May 4, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.
Is AIREX Portfolio V DST legit?
AltStreet does not rate legitimacy; it reports the public record. AIREX Portfolio V DST filed a Form D with the SEC on May 4, 2023 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 $320,200,000 sold to 164 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 AIREX Portfolio V 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 AIREX Portfolio V 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 AIREX Portfolio V DST raised?
AIREX Portfolio V DST reported $320,200,000 sold from 164 investors of a $320,200,000 total offering as of the Form D filed May 4, 2023.
Who can invest in AIREX Portfolio V 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 $500,000.
What is the minimum investment in AIREX Portfolio V DST?
The Form D lists $500,000 as the minimum investment accepted from any outside investor as of May 4, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling AIREX Portfolio V DST and how are they paid?
The Form D names Ares Wealth Management Solutions, LLC (CRD 119546), associated with None; Morgan Stanley (CRD 14977), associated with None; Commonwealth Financial Network (CRD 8032), associated with None; Rockefeller Financial LLC (CRD 291361), associated with None and 2 others as recipients of sales compensation soliciting in all states.
Who is behind AIREX Portfolio V DST?
The Form D lists 4 related persons: Ares Industrial Real Estate Exchange LLC, executive officer (Sponsor of the Issuer); AIREX Portfolio V Manager LLC, executive officer (Manager); AIREX Portfolio V TRS LLC, executive officer (Depositor); Joshua J. Widoff, executive officer (CLO of the indirect parent of AIREX Portfolio V Manager LLC, which is the manager of the Signatory Trustee). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is AIREX Portfolio V DST located?
The issuer's address on its SEC filings is C/O Ares Management, Tabor Center, 1200 17th St., Suite 2900, Denver, CO 80202. Its phone number of record is 866-324-7348. It is organized under the laws of Delaware.
How long is the AIREX Portfolio V 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 AIREX Portfolio V DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your offering?
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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.