Fund family · SEC Form D record
1031CF Portfolio DST funds
1031CF Portfolio DST has 5 vehicles on the SEC Form D record, in 5 numbered generations, filed from 2022 to 2024. The newest is 1031CF Portfolio 5 DST, first filed Sep 14, 2023.
- Vehicles
- 5
- Numbered generations
- 5
- First filing
- 2022
- Latest filing
- Sep 11, 2024
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund V
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| 1031CF Portfolio 5 DSTCIK 1993083 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| 1031CF Portfolio 4 DSTCIK 1963271 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| 1031CF Portfolio 3 DSTCIK 1938423 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| 1031CF Portfolio 2 DSTCIK 1922865 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| 1031CF Portfolio 1 DSTCIK 1904125 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the 1031CF Portfolio DST funds
- How many 1031CF Portfolio DST funds are there?
- The SEC Form D record shows 5 vehicles in 5 numbered generations, the earliest filed Jan 19, 2022 and the latest filing on Sep 11, 2024. By generation: Fund V (1031CF Portfolio 5 DST, first filed Sep 14, 2023); Fund IV (1031CF Portfolio 4 DST, first filed Feb 2, 2023); Fund III (1031CF Portfolio 3 DST, first filed Jul 18, 2022); Fund II (1031CF Portfolio 2 DST, first filed Apr 19, 2022); Fund I (1031CF Portfolio 1 DST, first filed Jan 19, 2022).
- What is the latest 1031CF Portfolio DST fund?
- 1031CF Portfolio 5 DST, which first filed a Form D on Sep 14, 2023 and last amended it on Sep 11, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the 1031CF Portfolio DST funds?
- AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
- How much have the 1031CF Portfolio DST funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.