AltMountain

Self-Storage Portfolio IX DST

Oak Brook, IL · CIK 1789375 · Sponsor: Inland Private Capital Corporation
Status: no Form D since May 2020. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Self-Storage Portfolio IX DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed May 7, 2020, it has sold $17,819,110 of interests to 51 investors since its first sale in Sep 2019. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Keith Lampi; Inland Private Capital Corporation; Self-Storage Portfolio IX Exhange, LLC.

Total raised
$17,819,110Cumulative sales reported on Form D
Investors
51
First sale
Sep 16, 2019
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Keith Lampi; Inland Private Capital Corporation; Self-Storage Portfolio IX Exhange, LLC
Latest Form D
May 7, 2020

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Self-Storage Portfolio IX DST

What is the minimum investment for Self-Storage Portfolio IX DST?

According to its latest Form D, filed May 7, 2020, the minimum investment Self-Storage Portfolio IX DST accepts from an outside investor is $25,000.

Who can invest in Self-Storage Portfolio IX DST?

Self-Storage Portfolio IX DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Self-Storage Portfolio IX DST raised?

Self-Storage Portfolio IX DST reports $17,819,110 sold from 51 investors on its Form D filed May 7, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Self-Storage Portfolio IX DST based?

Self-Storage Portfolio IX DST is based in Oak Brook, Illinois.

When did Self-Storage Portfolio IX DST launch?

Self-Storage Portfolio IX DST reports its first sale in Sep 2019.

Size compared with every real estate fund

Raised more than 84% of the 480 real estate funds based in Illinois, and more than 86% of all 7,348 that report sales.

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