AEI Net Lease Portfolio 20 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
$32M
Investors
53
Min Invest
$50,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
AEI Net Lease Portfolio 20 DST is a Delaware entity that first filed a Form D on September 28, 2022 and most recently amended it on January 26, 2023 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. AEI Net Lease Portfolio 20 DST reported $31,523,692 sold from 53 investors of a $32,470,000 total offering as of the Form D filed January 26, 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 $50,000. The Form D names AEI Securities, Inc. (CRD 6158), associated with None; Avantax Investment Services, Inc. (CRD 13686), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Aurora Securities (CRD 46147), associated with None and 14 others as recipients of sales compensation soliciting in AZ, CA, FL, IA, IL, MN, TX, WI. The issuer's address of record is 30 E 7th Street, Suite 1300, St. Paul, MN 55101.
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 AEI Net Lease Portfolio DST family: 18 vehicles across 18 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.
Marni J Nygard
Executive Officer, Director · St. Paul, MN
President of the Issuer's Manager
Advisors, Inc. J AEI Trust
Promoter · St. Paul, MN
Manager, LLC J AEI Trust
Promoter · St. Paul, MN
20 Depositor, LLC J AEI Net Lease Portfolio
Promoter · St. Paul, MN
Keith J Petersen
Executive Officer · St. Paul, MN
Chief Financial Office of the Issuer's Manager
Kevin J Steele
Executive Officer · St. Paul, MN
Chief Operating Officer of the Issuer's Manager
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.
AEI Securities, Inc.CRD 6158 on BrokerCheck
Associated broker-dealer: None · St. Paul, MN · Soliciting in AZ, CA, FL, IA, IL, MN, TX, WI
Avantax Investment Services, Inc.CRD 13686 on BrokerCheck
Associated broker-dealer: None · Dallas, TX · Soliciting in all states
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · Livonia, MI · Soliciting in all states
Aurora SecuritiesCRD 46147 on BrokerCheck
Associated broker-dealer: None · Troy, MI · Soliciting in AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV
Berthel, Fisher & Company Financial Services, Inc.CRD 13609 on BrokerCheck
Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in all states
Lincoln Financial Advisors CorpCRD 3978 on BrokerCheck
Associated broker-dealer: None · Fort Wayne, IN · Soliciting in all states
McDermott Investment Services LLCCRD 154926 on BrokerCheck
Associated broker-dealer: None · Bethlehem, PA · Soliciting in all states
Metropolitan Capital Investment Banc, Inc.CRD 148820 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in all states
Royal Alliance Associates, IncCRD 23131 on BrokerCheck
Associated broker-dealer: None · Jersey City, NJ · Soliciting in all states
Arkadios CapitalCRD 282710 on BrokerCheck
Associated broker-dealer: None · Atlanta, GA · Soliciting in all states
Northland Securities, IncCRD 40258 on BrokerCheck
Associated broker-dealer: None · Minneapolis, MN · Soliciting in all states
Whitehall-Parker Securities, IncCRD 10608 on BrokerCheck
Associated broker-dealer: None · San Rafel, CA · Soliciting in AZ, CA, CO, CT, FL, GA, ID, IL, KS, MA, ME, MI, NJ, NM, NV, NY, OR, SC, TX, UT, WA
Harbour Investments, IncCRD 19258 on BrokerCheck
Associated broker-dealer: None · Madison, WI · Soliciting in all states
Patrick Capital Markets LLCCRD 16518 on BrokerCheck
Associated broker-dealer: None · St. Louis, MO · Soliciting in all states
Triad Advisors LLCCRD 25803 on BrokerCheck
Associated broker-dealer: None · Norcross, GA · Soliciting in all states
DFPG Investments, LLCCRD 155576 on BrokerCheck
Associated broker-dealer: None · Sandy, UT · Soliciting in all states
FNEX Capital, LLCCRD 166316 on BrokerCheck
Associated broker-dealer: None · Indianapolis, IN · Soliciting in all states
SagePoint Financial, Inc.CRD 133763 on BrokerCheck
Associated broker-dealer: None · Phoenix, AZ · Soliciting in all states
Questions About AEI Net Lease Portfolio 20 DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is AEI Net Lease Portfolio 20 DST?
AEI Net Lease Portfolio 20 DST is a Delaware entity that filed a Form D with the SEC on January 26, 2023 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.
Is AEI Net Lease Portfolio 20 DST legit?
AltStreet does not rate legitimacy; it reports the public record. AEI Net Lease Portfolio 20 DST filed a Form D with the SEC on January 26, 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 $31,523,692 sold to 53 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 AEI Net Lease Portfolio 20 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 AEI Net Lease Portfolio 20 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 AEI Net Lease Portfolio 20 DST raised?
AEI Net Lease Portfolio 20 DST reported $31,523,692 sold from 53 investors of a $32,470,000 total offering as of the Form D filed January 26, 2023.
Who can invest in AEI Net Lease Portfolio 20 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 $50,000.
What is the minimum investment in AEI Net Lease Portfolio 20 DST?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of January 26, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling AEI Net Lease Portfolio 20 DST and how are they paid?
The Form D names AEI Securities, Inc. (CRD 6158), associated with None; Avantax Investment Services, Inc. (CRD 13686), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Aurora Securities (CRD 46147), associated with None and 14 others as recipients of sales compensation soliciting in AZ, CA, FL, IA, IL, MN, TX, WI.
Who is behind AEI Net Lease Portfolio 20 DST?
The Form D lists 6 related persons: Marni J Nygard, executive officer, director (President of the Issuer's Manager); Advisors, Inc. J AEI Trust, promoter; Manager, LLC J AEI Trust, promoter; 20 Depositor, LLC J AEI Net Lease Portfolio, promoter; Keith J Petersen, executive officer (Chief Financial Office of the Issuer's Manager); Kevin J Steele, executive officer (Chief Operating Officer of the Issuer's Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is AEI Net Lease Portfolio 20 DST located?
The issuer's address on its SEC filings is 30 E 7th Street, Suite 1300, St. Paul, MN 55101. Its phone number of record is 651-227-7333. It is organized under the laws of Delaware.
How long is the AEI Net Lease Portfolio 20 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; 4 amendments are on record for this CIK.
What is AEI Net Lease Portfolio 20 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.