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 | Self-Storage Portfolio III DST | 1702835 | 06/19/2017 | D/A | $20,001,613 | $14,152,109 |
| INVESTMENT PLANNERS, INC. | 18557 | Indianapolis Medical Office DST | 1686014 | 02/02/2017 | D/A | $13,897,674 | $13,897,674 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Equipment Fund 17, LLC | 1480373 | 06/15/2010 | D/A | $35,000,000 | $13,474,790 |
| INVESTMENT PLANNERS, INC. | 18557 | W Pharmacy I DST | 1561228 | 03/04/2013 | D/A | $13,430,703 | $13,430,703 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 03/30/2009 | D/A | $47,140,485 | $13,402,067 |
| INVESTMENT PLANNERS, INC. | 18557 | Fort Myers Multifamily DST | 1759531 | 05/01/2019 | D/A | $23,971,364 | $13,399,787 |
| INVESTMENT PLANNERS, INC. | 18557 | W Pharmacy I DST | 1561228 | 01/29/2013 | D/A | $13,825,153 | $13,279,828 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Growth Partners, L.P. | 1572702 | 03/07/2014 | D/A | $500,000,000 | $13,166,100 |
| INVESTMENT PLANNERS, INC. | 18557 | Indianapolis Medical Office DST | 1686014 | 01/24/2017 | D/A | $13,897,674 | $13,153,817 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 10/16/2019 | D/A | $39,280,105 | $13,045,368 |