SEC filing record
Primary Source · SEC.gov

Flatirons Self-Storage V DST

2023 vintageRule 506(c)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

Pre-open

Investors

—

Min Invest

None stated

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Flatirons Self-Storage V DST is a Delaware entity that first filed a Form D on December 27, 2022 and most recently amended it on April 20, 2023 in the Other Real Estate industry group. The offering claims Rule 506(c) and covers equity. Flatirons Self-Storage V DST reported that the first sale had not yet occurred as of the Form D filed April 20, 2023, so no amount sold or investor count is on file. The total offering amount is $68,112,743. 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 filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names Insight Investment Advisers LLC (CRD 286497), associated with None; McDermott Investment Services, LLC (CRD 154926), associated with None; Clark Wealth Strategies, Inc. (CRD 146090), associated with None; Emerson Equity LLC (CRD 130032), associated with None and 9 others as recipients of sales compensation soliciting in AZ, CA, KS, LA, MO, TX, WI. The issuer's address of record is Po Box 6338, Denver, CO 80206.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001959130
Entity NameFlatirons Self-Storage V DST
ExemptionRule 506(c)
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Issuer AddressPo Box 6338, Denver, CO 80206
Phone(612) 805-8400
Industry / Fund TypeOther Real Estate
Securities TypeEquity
First Sale DateNot yet occurred (as filed)
Filing DateApril 20, 2023
Accession Number0001959130-23-000002
Total Offering Amount$68,112,743
Total Amount Sold$0 (no sales yet)
Amount Remaining$68,112,743
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)TX
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

2

closed, pre_sale

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Flatirons Self-Storage V DST Manager, LLC

Director · Houston, TX

Trust Manager, Manager and Signatory Trustee of Issuer.

Flatirons Operating, LLC

Director · Houston, TX

Manager of the Manager of Issuer

Flatirons Asset Management, LLC

Director · Houston, TX

Manager of the Manager of the Manager of Issuer.

Scott Smith

Executive Officer · Houston, TX

Chief Executive Officer of the Manager of the Manager of the Manager of Issuer.

David Hollon

Director · Houston, TX

Director of the Manager of the Manager of the Manager of Issuer.

Trevor Brock

Director · Houston, TX

Director of the Manager of the Manager of the Manager of Issuer.

Jose Bolanos

Director · Houston, TX

Director of the Manager of the Manager of the Manager of Issuer.

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.

Insight Investment Advisers LLCCRD 286497 on BrokerCheck

Associated broker-dealer: None · Leawood, KS · Soliciting in AZ, CA, KS, LA, MO, TX, WI

McDermott Investment Services, LLCCRD 154926 on BrokerCheck

Associated broker-dealer: None · Bethlehem, PA · Soliciting in all states

Clark Wealth Strategies, Inc.CRD 146090 on BrokerCheck

Associated broker-dealer: None · Omaha, NE · Soliciting in IA, MN, NE, TX

Emerson Equity LLCCRD 130032 on BrokerCheck

Associated broker-dealer: None · San Mateo, CA · Soliciting in all states

RCX Capital Group, LLCCRD 114290 on BrokerCheck

Associated broker-dealer: None · The Woodlands, TX · Soliciting in all states

Colorado Financial Service CorporationCRD 104343 on BrokerCheck

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

Wealthforge Securities, LLCCRD 152550 on BrokerCheck

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

The Strategic Financial Alliance, Inc.CRD 126514 on BrokerCheck

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

Capulent LLCCRD 155155 on BrokerCheck

Associated broker-dealer: None · Phoenix, AZ · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV

FNEX Capital, LLCCRD 166316 on BrokerCheck

Associated broker-dealer: None · Indianapolis, IN · Soliciting in all states

Orchard Securities, LLCCRD 133378 on BrokerCheck

Associated broker-dealer: None · Pleasant Grove, UT · Soliciting in all states

Great Point Capital LLCCRD 114203 on BrokerCheck

Associated broker-dealer: None · Chicago, IL · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in all states

Questions About Flatirons Self-Storage 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 Flatirons Self-Storage V DST?

Flatirons Self-Storage V DST is a Delaware entity that filed a Form D with the SEC on April 20, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c) for an offering of equity.

Is Flatirons Self-Storage V DST legit?

AltStreet does not rate legitimacy; it reports the public record. Flatirons Self-Storage V DST filed a Form D with the SEC on April 20, 2023 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. 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 Flatirons Self-Storage 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 Flatirons Self-Storage V 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 Flatirons Self-Storage V DST raised?

Flatirons Self-Storage V DST reported that the first sale had not yet occurred as of the Form D filed April 20, 2023, so no amount sold or investor count is on file. The total offering amount is $68,112,743.

Who can invest in Flatirons Self-Storage V 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 filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Flatirons Self-Storage V DST?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Flatirons Self-Storage V DST and how are they paid?

The Form D names Insight Investment Advisers LLC (CRD 286497), associated with None; McDermott Investment Services, LLC (CRD 154926), associated with None; Clark Wealth Strategies, Inc. (CRD 146090), associated with None; Emerson Equity LLC (CRD 130032), associated with None and 9 others as recipients of sales compensation soliciting in AZ, CA, KS, LA, MO, TX, WI.

Who is behind Flatirons Self-Storage V DST?

The Form D lists 7 related persons: Flatirons Self-Storage V DST Manager, LLC, director (Trust Manager, Manager and Signatory Trustee of Issuer); Flatirons Operating, LLC, director (Manager of the Manager of Issuer); Flatirons Asset Management, LLC, director (Manager of the Manager of the Manager of Issuer); Scott Smith, executive officer (Chief Executive Officer of the Manager of the Manager of the Manager of Issuer); David Hollon, director (Director of the Manager of the Manager of the Manager of Issuer); Trevor Brock, director (Director of the Manager of the Manager of the Manager of Issuer); Jose Bolanos, director (Director of the Manager of the Manager of the Manager of Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Flatirons Self-Storage V DST located?

The issuer's address on its SEC filings is Po Box 6338, Denver, CO 80206. Its phone number of record is 612-805-8400. It is organized under the laws of Delaware.

How long is the Flatirons Self-Storage 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; 1 amendment is on record for this CIK.

What is Flatirons Self-Storage V 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.