BDP Southlake 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
$19M
Investors
60
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
BDP Southlake DST is a Delaware entity that first filed a Form D on August 24, 2022 and most recently amended it on September 15, 2023 in the Other Real Estate industry group. The offering claims Rule 506(c) and covers equity. BDP Southlake DST reported $19,204,483 sold from 60 investors of a $51,985,339 total offering as of the Form D filed September 15, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Arete Wealth Management, LLC (CRD 44856), associated with None; FNEX Capital, LLC (CRD 166316), associated with None; American Trust Investment Services, Inc. (CRD 3001), associated with None; Emerson Equity LLC (CRD 130032), associated with None and 7 others as recipients of sales compensation soliciting in all states. The issuer's address of record is 125 Glenridge Avenue, Unit 1347, Montclair, NJ 07042.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing September 15, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
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
dark
Investor
- 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.
BDP Holdings, LLC
Executive Officer · Montclair, NJ
Sponsor of the Issuer
BDP Southlake Depositor, LLC
Executive Officer · Montclair, NJ
Depositor of the Issuer
BDP Southlake DST Manager, LLC
Executive Officer · Montclair, NJ
Administrative Trustee of Issuer
David Placek
Executive Officer · Montclair, NJ
Manager of the Sole Manager of the Sponsor
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.
Arete Wealth Management, LLCCRD 44856 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in all states
FNEX Capital, LLCCRD 166316 on BrokerCheck
Associated broker-dealer: None · Indianapolis, IN · Soliciting in AZ, CA, OR, TX
American Trust Investment Services, Inc.CRD 3001 on BrokerCheck
Associated broker-dealer: None · Whiting, IN · Soliciting in CO, FL, KY, NV, WA
Emerson Equity LLCCRD 130032 on BrokerCheck
Associated broker-dealer: None · San Mateo, CA · Soliciting in CA, FL, OR, SC
Cabin Securities, Inc.CRD 137608 on BrokerCheck
Associated broker-dealer: None · Overland Park, KS · Soliciting in CA, GA, MT, NV, PA, TX, WA, WI
IBN Financial Services, Inc.CRD 42360 on BrokerCheck
Associated broker-dealer: None · Liverpool, NY · Soliciting in MA, NJ, NY
Great Point Capital LLCCRD 114203 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in WI
Patrick Capital Markets, LLCCRD 16518 on BrokerCheck
Associated broker-dealer: None · St. Louis, MO · Soliciting in CO, IL, TX, VA
Lightpath Capital, Inc.CRD 34617 on BrokerCheck
Associated broker-dealer: None · Southlake, TX · Soliciting in AZ, CA, NV
Saxony Securities, Inc.CRD 115547 on BrokerCheck
Associated broker-dealer: None · St. Louis, MO · Soliciting in CO
Capulent LLCCRD 155155 on BrokerCheck
Associated broker-dealer: None · Phoenix, AZ · Soliciting in AZ
Questions About BDP Southlake DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is BDP Southlake DST?
BDP Southlake DST is a Delaware entity that filed a Form D with the SEC on September 15, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c) for an offering of equity.
Is BDP Southlake DST legit?
AltStreet does not rate legitimacy; it reports the public record. BDP Southlake DST filed a Form D with the SEC on September 15, 2023 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $19,204,483 sold to 60 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 BDP Southlake 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 BDP Southlake DST claimed Rule 506(c) 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 BDP Southlake DST raised?
BDP Southlake DST reported $19,204,483 sold from 60 investors of a $51,985,339 total offering as of the Form D filed September 15, 2023.
Who can invest in BDP Southlake DST?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in BDP Southlake DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of September 15, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling BDP Southlake DST and how are they paid?
The Form D names Arete Wealth Management, LLC (CRD 44856), associated with None; FNEX Capital, LLC (CRD 166316), associated with None; American Trust Investment Services, Inc. (CRD 3001), associated with None; Emerson Equity LLC (CRD 130032), associated with None and 7 others as recipients of sales compensation soliciting in all states.
Who is behind BDP Southlake DST?
The Form D lists 4 related persons: BDP Holdings, LLC, executive officer (Sponsor of the Issuer); BDP Southlake Depositor, LLC, executive officer (Depositor of the Issuer); BDP Southlake DST Manager, LLC, executive officer (Administrative Trustee of Issuer); David Placek, executive officer (Manager of the Sole Manager of the Sponsor). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is BDP Southlake DST located?
The issuer's address on its SEC filings is 125 Glenridge Avenue, Unit 1347, Montclair, NJ 07042. Its phone number of record is 212-906-0124. It is organized under the laws of Delaware.
How long is the BDP Southlake DST offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
What is BDP Southlake DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
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.