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 | LV M VENTURE HOLDINGS DST | 1448276 | 01/06/2011 | D/A | $37,789,715 | $30,116,601 |
| INVESTMENT PLANNERS, INC. | 18557 | East Coast Wholesale Portfolio DST | 1674809 | 01/06/2017 | D/A | $32,741,394 | $30,008,637 |
| INVESTMENT PLANNERS, INC. | 18557 | Pacific Oak Opportunity Zone Fund I, LLC | 1782022 | 01/14/2021 | D/A | $250,000,000 | $29,805,706 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio II DST | 1552217 | 06/19/2013 | D/A | $30,351,220 | $29,714,446 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio DST | 1652677 | 11/12/2015 | D/A | $35,708,329 | $29,482,010 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 12/18/2019 | D/A | $39,280,105 | $29,161,991 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 08/19/2009 | D/A | $47,140,485 | $28,967,656 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Equipment Fund 18, LLC | 1480374 | 12/14/2011 | D/A | $35,000,000 | $28,854,963 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio II DST | 1552217 | 04/09/2013 | D/A | $30,351,220 | $28,358,069 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 12/06/2019 | D/A | $39,280,105 | $28,135,041 |