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 | Cypress Equipment Fund 17, LLC | 1480373 | 02/02/2011 | D/A | $35,000,000 | $33,009,723 |
| INVESTMENT PLANNERS, INC. | 18557 | East Coast Wholesale Portfolio DST | 1674809 | 07/28/2017 | D/A | $32,741,394 | $32,741,394 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 05/17/2017 | D/A | $54,858,510 | $32,319,097 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Equipment Fund 16, LLC | 1451787 | 01/29/2010 | D/A | $35,000,000 | $32,200,624 |
| INVESTMENT PLANNERS, INC. | 18557 | Colorado Multifamily Portfolio IV DST | 1734673 | 05/08/2018 | D/A | $115,374,057 | $32,133,372 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio VIII DST | 1786107 | 10/16/2019 | D/A | $97,179,813 | $31,992,602 |
| INVESTMENT PLANNERS, INC. | 18557 | Milwaukee MSA Multifamily Portfolio DST | 1678734 | 06/13/2017 | D/A | $30,662,168 | $30,662,168 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 09/23/2009 | D/A | $47,140,485 | $30,622,026 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 12/31/2019 | D/A | $39,280,105 | $30,387,972 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio II DST | 1552217 | 08/20/2013 | D/A | $30,351,220 | $30,351,220 |