Zero Coupon Essential Portfolio DST
Zero Coupon Essential Portfolio DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed Apr 21, 2025, it has sold $35,914,017 of interests to 199 investors since its first sale in Nov 2022. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include ZC Essential Portfolio Exchange, L.L.C; Keith Lampi; Zero Coupon Essential Portfolio, L.L.C.
- Total raised
- $35,914,017Cumulative sales reported on Form D
- Investors
- 199
- First sale
- Nov 22, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- ZC Essential Portfolio Exchange, L.L.C; Keith Lampi; Zero Coupon Essential Portfolio, L.L.C
- Latest Form D
- Apr 21, 2025
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 Zero Coupon Essential Portfolio DST
What is the minimum investment for Zero Coupon Essential Portfolio DST?
According to its latest Form D, filed Apr 21, 2025, the minimum investment Zero Coupon Essential Portfolio DST accepts from an outside investor is $25,000.
Who can invest in Zero Coupon Essential Portfolio DST?
Zero Coupon Essential Portfolio 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 Zero Coupon Essential Portfolio DST raised?
Zero Coupon Essential Portfolio DST reports $35,914,017 sold from 199 investors on its Form D filed Apr 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Zero Coupon Essential Portfolio DST based?
Zero Coupon Essential Portfolio DST is based in Oak Brook, Illinois.
When did Zero Coupon Essential Portfolio DST launch?
Zero Coupon Essential Portfolio DST reports its first sale in Nov 2022, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 88% of the 481 real estate funds based in Illinois, and more than 92% of all 7,350 that report sales.