0001628724-15-000009.txt : 20150430 0001628724-15-000009.hdr.sgml : 20150430 20150430084236 ACCESSION NUMBER: 0001628724-15-000009 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20150430 DATE AS OF CHANGE: 20150430 EFFECTIVENESS DATE: 20150430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colorado Multifamily Portfolio DST CENTRAL INDEX KEY: 0001628724 IRS NUMBER: 300846066 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-231772 FILM NUMBER: 15815457 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 630-218-8000 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0707 D/A LIVE 0001628724 Colorado Multifamily Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2014 Capital Corporation Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. Portfolio, L.L.C. Colorado Multifamily 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Portfolio Exchange, L.L.C. Colorado Multifamily 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Signatory Trustee of the Issuer. Keith Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Colorado Multifamily Portfolio Exchange, L.L.C., the Signatory Trustee of Colorado Multifamily Portfolio DST. Other Real Estate Decline to Disclose 06b true 0001628724-15-000008 2014-12-29 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 Inland Securities Corporation 15807 Inland Securities Corporation 15807 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 IL ILLINOIS false Dwight K. Kay 5376903 Concorde Investment Services, Inc. 151604 927 Deep Valley Drive, Suite 196 Rolling Hills Estates CA CALIFORNIA 90274 CA CALIFORNIA FL FLORIDA PA PENNSYLVANIA false Ryan P. Joyce 2889224 B.B. Graham & Company, Inc. 41533 4800 Bee Cave Drive Austin TX TEXAS 78746 CA CALIFORNIA false William S. Sheehan 2328614 DFPG Investments, Inc. 155576 2 Orr Hatch Drive Cornwall NY NEW YORK 12518 CT CONNECTICUT MA MASSACHUSETTS NJ NEW JERSEY PA PENNSYLVANIA RI RHODE ISLAND VT VERMONT false Mark T. Maund 3012539 Purshe Kaplan Sterling Investments 35747 1029 Greene Street Augusta GA GEORGIA 30901 SC SOUTH CAROLINA false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA CO COLORADO false Joseph R. Broadbent 3132498 DFPG Investments, Inc. 155576 406 West South Jordan Parkway Suite 200 South Jordan UT UTAH 84095 CA CALIFORNIA false Tyrone H. Wynfield 1341666 Hagen Securities, Inc. 27353 2112 Century Park Lane, Suite 415 Los Angeles CA CALIFORNIA 90067 CA CALIFORNIA false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montgomery Street, Suite 631 San Francisco CA CALIFORNIA 94101 CA CALIFORNIA false Nathaniel M. Kuhn 4624143 Concorde Investment Services, LLC 151604 1100 West Northwest Highway, Suite 114 Mt. Prospect IL ILLINOIS 60056 IL ILLINOIS false Byron J. Ishiwata 4610456 1st Global Capital Corp. 30349 160 West Santa Clara Street, Suite 900 San Jose CA CALIFORNIA 95113-1700 CA CALIFORNIA false Michael A. Bendix 5379777 DFPG Investments, Inc. 155576 903 Springwood Lane Encinitas CA CALIFORNIA 92024 AZ ARIZONA CA CALIFORNIA false Linda J. Wimsatt 1401802 VFG Securities, Inc. 15121 2173 Salk Avenue, Suite 250 Carlsbad CA CALIFORNIA 92008 CA CALIFORNIA false Steven D. Meahan 1234042 DFPG Investments, Inc. 155576 3039 Woodside Meadow Pleasant Hill CA CALIFORNIA 94523 CA CALIFORNIA false Debra J. Schleining 2768752 Colorado Financial Service Corporation 104343 13530 Parker Street Omaha NE NEBRASKA 68154-3834 CA CALIFORNIA false Edwin T. Suzuki 4851317 Newport Coast Securities, Inc. 16944 18872 Macarthur Boulevard, Suite 100 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false James T. Walesa 1061209 Triad Advisors, Inc. 25803 1460 Renaissance Drive, Suite 212 Park Ridge IL ILLINOIS 60068 IL ILLINOIS TX TEXAS WI WISCONSIN false William LaPiana 4580411 Newbridge Securities Corporation 104065 225 West 35th Street 16th Floor, Suite 100 New York NY NEW YORK 10001 NY NEW YORK false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 AZ ARIZONA CA CALIFORNIA NM NEW MEXICO false Joral T. Schmalle 4491484 Sigma Financial Corporation 14303 1009 Amito Drive Berkeley CA CALIFORNIA 94705 CA CALIFORNIA false David B. Levinson 705929 Newport Coast Securities, Inc. 16944 18872 Macarthur Boulevard, Suite 100 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false William J. Connaker 5853942 Newport Coast Securities, Inc. 16944 18872 Macarthur Boulevard, Suite 100 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Robert J. Zamecki 475757 Colorado Financial Service Corporation 104343 9351 Holt Road Carmel CA CALIFORNIA 93923 CA CALIFORNIA false Stacey J. Morimoto 4420782 DFPG Investments, Inc. 155576 4445 East Gate Mall, Suite 200 San Diego CA CALIFORNIA 92067 CA CALIFORNIA FL FLORIDA false Kyle M. Imholte 5448950 1st Global Capital Corp. 30349 1215 Washington Avenue South Detroit Lakes MN MINNESOTA 56502 ND NORTH DAKOTA false Daniel L. Whittenburg 2181920 Lincoln Financial Advisors Corporation 3978 3165 East Millrock Drive Suites 300 and 325 Salt Lake City UT UTAH 84121 UT UTAH false Terry L. Daniels 4309671 Madison Avenue Securities, Inc. 23224 1661 US 231 South Crawfordsville IN INDIANA 47933 IN INDIANA false Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 633 Georgetown Road Raleigh NC NORTH CAROLINA 27608 NC NORTH CAROLINA false Norman D. Loofbourrow 1310725 American Investors Company 38 2410 Camino Ramon, Suite 185 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Joseph G. Michaletz 1327534 Triad Advisors, Inc. 25803 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Robert C. Meyer 5262157 Berthel, Fisher & Company Financial Services, Inc. 13609 4114 Sugar Pine Way Livermore CA CALIFORNIA 94551-6782 CA CALIFORNIA false David M. Nelson 2120855 Cambridge Investment Research, Inc. 39543 880 13th Avenue North Clinton IA IOWA 52732 UT UTAH false Kenneth M. Nelson 3231051 Cambridge Investment Research, Inc. 39543 880 13th Avenue North Clinton IA IOWA 52732 UT UTAH false Larry K. Manuel 1698280 Lincoln Financial Advisors Corporation 3978 4250 Executive Square, Suite 700 La Jolla CA CALIFORNIA 92037 CA CALIFORNIA false Darrin W. Gustafson 3227510 Lincoln Financial Advisors Corporation 3978 4250 Executive Square, Suite 700 La Jolla CA CALIFORNIA 92037 CA CALIFORNIA false Bradley A. Levin 2457718 Commonwealth Financial Network 8032 21031 Ventura Boulevard, Suite 103 Woodland Hills CA CALIFORNIA 91364 CA CALIFORNIA false Carol L. King 4890394 1st Global Capital Corp. 30349 40 North French Broad Avenue Asheville NC NORTH CAROLINA 28801 NC NORTH CAROLINA false Adam J. Bryan 5443986 Centaurus Financial, Inc. 30833 6633 South Halm Avenue Los Angeles CA CALIFORNIA 90056 CA CALIFORNIA WA WASHINGTON false Robert R. Tweed 2339324 Concorde Financial Services, LLC 151604 2060 Huntington Drive, Suite 1 San Marino CA CALIFORNIA 91108 CA CALIFORNIA false Cathie M. Callahan Ditri 1000657 Western International Securities, Inc. 39262 27201 Puerto Real, Suite 300 Mission Viejo CA CALIFORNIA 92691 CA CALIFORNIA false Alexandro L. Filippini 5043549 Silver Portal Capital LLC 114290 12265 El Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 CA CALIFORNIA false John C. Nelson 1667811 Securities America, Inc. 10205 1375 Lenoir Rhyne Boulevard SE Suite 101 Hickory NC NORTH CAROLINA 28602-5171 NC NORTH CAROLINA false Thomas D. Sanders 1280319 Cambridge Investment Research, Inc. 39543 1509 Mart Drive, Suite B Little Rock AR ARKANSAS 72202 AR ARKANSAS MO MISSOURI false James D. Warring 3198200 Triad Advisors, Inc. 25803 11 North Washington Street, Suite 720 Rockville MD MARYLAND 20850 MD MARYLAND false Tedric E. Hoornstra 3152018 J.W. Cole Financial, Inc. 124583 411 15th Avenue North St. Petersburg FL FLORIDA 33704 GA GEORGIA false Habib M. Iskander 2326918 Sagepoint Financial, Inc. 133763 7700 Irvine Center Drive, Suite 800 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false John W. Posey 5165747 Cambridge Investment Research, Inc. 39543 615 West 1st Street Grand Island NE NEBRASKA 68801 NE NEBRASKA false Randy A. Barmache 4607939 Newport Coast Securities, Inc. 16944 4035 East Thousand Oaks Boulevard Suite 232 Westlake Village CA CALIFORNIA 91362 CA CALIFORNIA false Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 1120 East Long Lake Road, Suite 250 Troy MI MICHIGAN 48085 MI MICHIGAN false John P. Harvey, Jr. 4227692 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 CA CALIFORNIA false Darren C. Brooks 2601668 Commonwealth Financial Network 8032 7201 Center Street Mentor OH OHIO 44060 OH OHIO false Tony R. Price 2695786 Royal Alliance Securities, Inc. 23131 750 Old Hickory Boulevard Brentwood TN TENNESSEE 37027 TN TENNESSEE false Jae E. Waters 3277409 Royal Alliance Securities, Inc. 23131 750 Old Hickory Boulevard Brentwood TN TENNESSEE 37027 TN TENNESSEE false Nancy L. Congdon 2136551 Cambridge Investment Research, Inc. 39543 9755 SW Barnes Road, Suite 610 Portland OR OREGON 97225 OR OREGON false Molly M. Grubb 5647291 Cambridge Investment Research, Inc. 39543 4656 Executive Drive, Suite 100 Columbus OH OHIO 43220 OH OHIO false Larry D. Queen 851743 Cambridge Investment Research, Inc. 39543 4656 Executive Drive, Suite 100 Columbus OH OHIO 43220 OH OHIO false Joseph A. Graziano 2442582 TFS Securities, Inc. 20626 847 Broadway Bayonne NJ NEW JERSEY 07002 NY NEW YORK false Scott D. Offerman 4619093 Concorde Investment Services, LLC 151604 28 West 44th Street, Suite 902 New York NY NEW YORK 10036 NY NEW YORK false Kirk D. Dobson 4049865 Ameritas Investment Corp. 14869 3150 Crow Canyon Place, Suite 200 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Daniel P. Raupp 4079107 J.P. Turner & Company, L.L.C. 43177 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 NY NEW YORK false Derek N. Eichenwald 4613771 J.P. Turner & Company, L.L.C. 43177 1610 Wynkoop Street, Suite 550 Denver CO COLORADO 80202 CO COLORADO false Mark A. Keen 3178657 The Strategic Financial Alliance, Inc. 126514 10300 Eaton Place, Suite 470 Fairfax VA VIRGINIA 22030 VA VIRGINIA false Harold E. Briggs, Jr. 4404074 1st Global Capital Corp. 30349 117 Metro Center Boulevard, Suite 3000 Warwick RI RHODE ISLAND 02886 RI RHODE ISLAND false Frances R. Bowen 872513 Winslow, Evans & Crocker, Inc. 29686 175 Federal Street, 6th Floor Boston MA MASSACHUSETTS 02110 GA GEORGIA false Gregory C. Mottau 341596 FSC Securities Corporation 7461 3819 NE Columbia Boulevard Portland OR OREGON 97211 OR OREGON false Jeffrey M. Warren 5616071 Crown Capital Securities, L.P. 6312 29222 Rancho Viejo Road, Suite 126-B San Juan Capistrano CA CALIFORNIA 92675 CA CALIFORNIA false Larry R. Law 1273118 JRL Capital Corporation 10225 20371 Irvine Avenue, Suite A-140 Newport Beach CA CALIFORNIA 92660 CO COLORADO false John J. Aguilera 2066720 Sagepoint Financial, Inc. 133763 4755 Oceanside Boulevard, Suite 140 Oceanside CA CALIFORNIA 92056 CA CALIFORNIA false Willard B. Wellings 4436815 1st Global Capital Corp. 30349 695 Oak Grove Avenue, Suite 100 Menlo Park CA CALIFORNIA 94025 CA CALIFORNIA false Jon Paul Cirelli 4729737 J.P. Turner & Company, L.L.C. 43177 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 FL FLORIDA false Theresa M. Hall 1404084 Securities America, Inc. 10205 1730 Burnt Boat Loop Bismarck ND NORTH DAKOTA 58502-1914 ND NORTH DAKOTA false Alan N. Lichtenstein 1877017 J.P. Turner & Company, L.L.C. 43177 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 CT CONNECTICUT false Donald S. Meredith 1867703 Concorde Investment Services, LLC 151604 16921-C Via Santa Fe Rancho Santa Fe CA CALIFORNIA 92067 CA CALIFORNIA false Christopher R. Rubano 1571187 First Allied Securities, Inc. 32444 101 Tyrellan Avenue, Suite 400 Staten Island NY NEW YORK 10309 NY NEW YORK false David A. Bastoni 2451452 Securities America, Inc. 10205 2600 East Bidwell Street, Suite 260 Folsom CA CALIFORNIA 95630 CA CALIFORNIA false David E. Stone 2280955 Lincoln Financial Advisors Corporation 3978 1013 Galleria Boulevard, Suite 270 Roseville CA CALIFORNIA 95678 CA CALIFORNIA false James T. Mabbott 2270546 J.P. Turner & Company, L.L.C. 43177 3 Marchin Drive Coto De Caza CA CALIFORNIA 92679 CA CALIFORNIA false Marc A. Bongiorno 2843043 Royal Alliance Associates, Inc. 23131 194-02 Northern Boulevard, Suite LL2 Flushing NY NEW YORK 11358 NY NEW YORK false Luis A. Ramos 2998787 Royal Alliance Securities, Inc. 23131 194-02 Northern Boulevard, Suite LL2 Flushing NY NEW YORK 11358 NY NEW YORK false Derek B. Ferriera 1290274 Lincoln Financial Advisors Corporation 3978 2105 South Bascom Avenue, Suite 300 Campbell CA CALIFORNIA 95008 TX TEXAS false Matthew E. Roberson 3090052 Lincoln Financial Advisors Corporation 3978 2105 South Bascom Avenue, Suite 300 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false Alec B. Abbott 1414999 Sagepoint Financial, Inc. 133763 4100 Newport Place, Suite 600 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false Curtis R. Ile 4009787 Ameritas Investment Corp. 14869 12614 East 500 Road Mt. Carmel IL ILLINOIS 62863 IL ILLINOIS false Jason H. Freeman 2995587 Triad Advisors, Inc. 25803 8 Pelham Road Greenville SC SOUTH CAROLINA 29615 WA WASHINGTON false Bryon E. Martinsen 1621649 Centaurus Financial, Inc. 30833 220 Fort Salonga Road, Suite 301C Northport NY NEW YORK 11768 CA CALIFORNIA false Larry M. Pence 359671 Cetera Advisors LLC 10299 2425 South 144th Street, Suite 201 Omaha NE NEBRASKA 68144 NE NEBRASKA false Brian A. Dawidowicz 4473563 Royal Alliance Associates, Inc. 23131 7777 Alvarado Road, Suite 300 La Mesa CA CALIFORNIA 91942 CA CALIFORNIA false Ann H. Stewart 2388888 Cambridge Investment Research, Inc. 39543 2114 North Lincoln Avenue, Suite 206 Loveland CO COLORADO 80538 CO COLORADO false Allen G. Yee 1934271 First Allied Securities, Inc. 32444 1499 Huntington Drive, Suite 303 South Pasadena CA CALIFORNIA 91030 CA CALIFORNIA false Michael J. D'Epagnier 2067061 Sagepoint Financial, Inc. 133763 193 South 127th Avenue, Suite 300 Brighton CO COLORADO 80601 CO COLORADO false Lawrin W. Van Keuren, II 2435150 ARI Financial Services, Inc. 137608 9120 West 135th Street, Suite 212 Overland Park KS KANSAS 66221 CO COLORADO false Kathryn L. Young 1625217 Cambridge Investment Research, Inc. 39543 1405 West Main Street Boise ID IDAHO 83702 ID IDAHO false Cornelius G. McAuliffe, III 1787693 Crown Capital Securities, L.P. 6312 2660 Townsgate Road, Suite 160 Westlake Village CA CALIFORNIA 91361 CA CALIFORNIA false Michael L. Markey 320042 American Investors Company 38 1655 North Main Street, Suite 270 Walnut Creek CA CALIFORNIA 94596 CA CALIFORNIA false 91015551 54285351 36730200 false 134 5460933 true 0 This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid. 6849412 true false Colorado Multifamily Portfolio DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2015-04-28