Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | 18557 | Waycross Long/Short Opportunity Fund, L.P. | 1566253 | 01/28/2020 | D/A | Indefinite | $28,056,669 |
| INVESTMENT PLANNERS, INC. | 18557 | Waycross Long/Short Opportunity Fund, L.P. | 1566253 | 04/19/2021 | D/A | Indefinite | $28,056,669 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio DST | 1652677 | 10/23/2015 | D/A | $35,708,329 | $27,482,327 |
| INVESTMENT PLANNERS, INC. | 18557 | LV M VENTURE HOLDINGS DST | 1448276 | 11/19/2010 | D/A | $37,789,715 | $26,549,468 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 11/22/2019 | D/A | $39,280,105 | $26,449,394 |
| INVESTMENT PLANNERS, INC. | 18557 | Pacific Oak Opportunity Zone Fund I, LLC | 1782022 | 01/30/2020 | D/A | $250,000,000 | $26,179,705 |
| INVESTMENT PLANNERS, INC. | 18557 | East Coast Wholesale Portfolio DST | 1674809 | 10/27/2016 | D/A | $32,741,394 | $25,994,154 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 05/04/2017 | D/A | $54,858,510 | $25,926,564 |
| INVESTMENT PLANNERS, INC. | 18557 | National Multifamily Portfolio I DST | 1685331 | 11/17/2016 | D/A | $120,096,882 | $25,896,354 |