0001652677-15-000005.txt : 20151124 0001652677-15-000005.hdr.sgml : 20151124 20151123175432 ACCESSION NUMBER: 0001652677-15-000005 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20151124 DATE AS OF CHANGE: 20151123 EFFECTIVENESS DATE: 20151124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Healthcare Portfolio DST CENTRAL INDEX KEY: 0001652677 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-249534 FILM NUMBER: 151250671 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 0001652677 Healthcare Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2015 Capital Corporation Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. Portfolio, L.L.C. Healthcare 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Portfolio Exchange, L.L.C. Healthcare 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 Healthcare Portfolio Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio DST. Other Real Estate Decline to Disclose 06b true 0001652677-15-000004 2015-09-28 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 Craig M. Rollins 1896698 DFPG Investments, Inc. 155576 742 North 530 East Orem UT UTAH 84097 UT UTAH false Donald P. Westerhoff 2367692 Commonwealth Financial Network 8032 5550 26th Street West, Suite 3 Bradenton FL FLORIDA 34207 FL FLORIDA false Gary L. Chapman 5244594 Berthel, Fisher & Company Financial Services, Inc. 13609 111 Monument Circle, Suite 2700 Indianapolis IN INDIANA 46204 IN INDIANA false James A. Davenport 2200818 Triad Advisors, Inc. 25803 505 Olive Street Winston-Salem NC NORTH CAROLINA 27103 NC NORTH CAROLINA false Jason M. Nelson 3069330 Coordinated Capital Securities, Inc. 14762 11311 Cornell Park Drive Cornell Center, Suite 114 Cincinnati OH OHIO 45242 KY KENTUCKY false Robert R. Tweed 2339324 Concorde Investment Services, LLC 151604 2060 Huntington Drive, Suite 1 San Marino CA CALIFORNIA 91108 CA CALIFORNIA TX TEXAS false Leslie M. Pappas 1735372 Lightpath Capital, Inc. 34617 1453 Third Street Promenade, Suite 315 Los Angeles CA CALIFORNIA 90401 CA CALIFORNIA false John H. Scully 803539 Centaurus Financial, Inc. 30833 450 Skokie Boulevard, Suite 301 Northbrook IL ILLINOIS 60062 IL ILLINOIS false Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 633 Georgetown Road Raleigh NC NORTH CAROLINA 27608 NC NORTH CAROLINA false Mark T. Maund 3012539 Purshe Kaplan Sterling Investments 35747 1029 Greene Street Augusta GA GEORGIA 30901 GA GEORGIA false William S. Sheehan 2328614 DFPG Investments, Inc. 155576 2 Orr Hatch Road Cornwall NJ NEW JERSEY 12518 CA CALIFORNIA NJ NEW JERSEY false Danny K. Cochran 2020952 HD Vest Investment Services 13686 313 North Union Shawnee OK OKLAHOMA 74801 OK OKLAHOMA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 CA CALIFORNIA false Charles C. Shafe 1277113 Transam Securities, Inc. 18923 1111 Douglas Avenue Altamonte Springs FL FLORIDA 32714 GA GEORGIA false Corbin S. Thomas 4234748 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false Mitchell E. Glicksman 2580633 Commonwealth Financial Network 8032 8180 North Hayden Road, Suite D203 Scottsdale AZ ARIZONA 85258 NJ NEW JERSEY false Joseph M. Insalaco 2978175 Concorde Investment Services, LLC 151604 201 Bordeaux Lane Cary NC NORTH CAROLINA 27511 NY NEW YORK false Ivan M. West 4921015 Sandlapper Securities, LLC 137906 Sandlapper Financial Center 800 East North Street, 2nd Floor Greenville SC SOUTH CAROLINA 29601 UT UTAH false Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 1120 East Long Lake Road, Suite 250 Troy MI MICHIGAN 48085 MI MICHIGAN false Joseph A. Nugent 4019776 Concorde Investment Services, LLC 151604 3457 Binghurst Road Suwanee GA GEORGIA 30024 FL FLORIDA GA GEORGIA false Richard L. Argotsinger 1514971 Woodbury Financial Services, Inc. 421 2740 Timerchase Trail Highlands Ranch CO COLORADO 80126 CO COLORADO false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montgomery Street, Suite 631 San Francisco CA CALIFORNIA 94101 CA CALIFORNIA false Bruce A. Carroll 1319858 Harbour Investments, Inc. 19258 125 South Main Street, Suite 2 Verona WI WISCONSIN 53593 WI WISCONSIN false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 CA CALIFORNIA false David L. Funk 2901355 1st Global Capital Corp. 30349 4306 East State Boulevard Fort Wayne IN INDIANA 46815 IN INDIANA false Pat A. Mallozzi 3224500 HD Vest Investment Services 13686 66 New Hyde Park, Suite 204 Garden City NY NEW YORK 11530 NY NEW YORK false Jennifer K. Arnold 4973672 1st Global Capital Corp. 30349 915 North Jefferson Avenue Mt. Pleasant TX TEXAS 75455-3259 TX TEXAS false Steve J. Markey 2591317 Investacorp, Inc. 7684 559 East Huiache Avenue San Antonio TX TEXAS 78212 TX TEXAS false Patrick J. Lynch, III 1632895 Investacorp, Inc. 7684 559 East Huisache Avenue San Antonio TX TEXAS 78212 TX TEXAS false Timothy W. Greer 731658 Triad Advisors, Inc. 25803 100 Winners Circle North, Suite 105 Brentwood TN TENNESSEE 37027-1064 TN TENNESSEE false Mitchal D. O'Hare 4561108 Transamerica Financial Advisors, Inc. 16164 515 South Howes Street Fort Collins CO COLORADO 80521 NE NEBRASKA false Sigrid A. Daugaard 5481583 Transamerica Financial Advisors, Inc. 16164 515 South Howes Street Fort Collins CO COLORADO 80521 NE NEBRASKA false Thomas J. Ealy 863042 Investment Planners, Inc. 18557 1802 Fox Drive Champaign IL ILLINOIS 61821 IL ILLINOIS false Joseph G. Michaletz 1327534 Triad Advisors, Inc. 25803 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 IA IOWA false David B. Levinson 705929 Newport Coast Securities, Inc. 16944 18872 Macarthur Boulevard, Suite 100 Irvine CA CALIFORNIA 92612 NY NEW YORK false Thomas J. Goodson 1332233 Sagepoint Financial, Inc. 133763 3700 State Street, Suite 310 Santa Barbara CA CALIFORNIA 93105 CA CALIFORNIA false Brian G. Brown 810068 The Strategic Financial Alliance, Inc. 126514 Century Springs East 6100 Lake Forest Drive, Suite 485 Atlanta GA GEORGIA 30328 GA GEORGIA false Brody R. Bray 4727529 The Strategic Financial Alliance, Inc. 126514 Century Springs East 6100 Lake Forrest Drive, Suite 485 Atlanta GA GEORGIA 30328 GA GEORGIA false Dean P. McDermott 1731834 McDermott Investment Services LLC 154926 26 West Broad Street Bethlehem PA PENNSYLVANIA 18018 PA PENNSYLVANIA false Daniel E. Nemeth 6150953 McDermott Investment Services LLC 154926 26 West Braod Street Bethlehem PA PENNSYLVANIA 18018 PA PENNSYLVANIA false Robert B. Charlton II 4410333 1st Global Capital Corp. 30349 11 Lawerence Road Newton NJ NEW JERSEY 07860 NJ NEW JERSEY false Leon Rousso 1012746 Centaurus Financial, Inc. 30833 3585 Maple Street, Suite #222 Ventura CA CALIFORNIA 93003 CA CALIFORNIA false David C. Gossling 2545451 Lincoln Financial Advisors Corporation 3978 4900 N. Scottsdale Road, Suite 3700 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 104 West 40th St 5th Floor New York NY NEW YORK 10018 OK OKLAHOMA false David E. Stone 2280955 Lincoln Financial Advisors Corporation 3978 1013 Galleria Boulevard, Suite 270 Roseville CA CALIFORNIA 95678 CA CALIFORNIA false Michael A. Bendix 5379777 DFPG Investment, Inc, 155576 903 Springwood Lane Encinitas CA CALIFORNIA 92024 CA CALIFORNIA false Thomas J. Povinelli 1326492 Royal Alliance Associates, Inc. 23131 1445 East Putnam Avenue Old Greenwich CT CONNECTICUT 06870 NJ NEW JERSEY false David C. Gossling 2545451 Lincoln Financial Advisors Corporation 3978 4900 N. Scottsdale Road, Suite 3700 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false Terry L. Owens 1817623 Lincoln Financial Advisors Corporation 3870 515C Midland Road Southern Pines NC NORTH CAROLINA 28387 NC NORTH CAROLINA false Thomas J. Kieffer 1531908 IBN Financial Services, Inc. 42360 8035 Oswrgo Road Liverpool NY NEW YORK 13090 FL FLORIDA false Cythnia A. Selfridge 4215878 Lincoln Financial Advisors Corporation 3978 5001 California Avenue, Suite 125 Bakersfield CA CALIFORNIA 93309 CA CALIFORNIA false Matthew E. Roberson 3090052 Lincoln Financial Advisors Corporation 3978 2105 S. Bascom Avenue, Suite 300 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false Lloyd M. Johnson 1626695 Capital Financial Services, Inc. 8408 9701 Apollo Drive, Suite 301 Largo MD MARYLAND 20774 MD MARYLAND false Ann H. Stewart 2388888 Cambridge Investment Research, Inc. 39543 2114 N. Lincoln Ave., #206 Loveland CO COLORADO 80538 CO COLORADO false Karen Fleming 1142002 Sagepoint Financial, Inc. 133763 820 N. Main, Suite 101 Wichita KS KANSAS 67203 KS KANSAS false Donovan T. Kelly 2622366 Financial Group, LLC 7717 3115 1st Avenue N Billings MT MONTANA 59102 MT MONTANA false Geraldine L. Cherrey Diamond 2394497 Cambridge Investment Research, Inc. 39543 1312 Margarette Ave Towson MD MARYLAND 21286 MD MARYLAND false Carol B. Holm 1178157 Centaurus Financial, Inc. 30833 494 N. Meridian Blackfoot ID IDAHO 83221 ID IDAHO false Daniel J. Luke 4324353 DFPG Investments, Inc. 155576 406 W. South Jordan PKWY, STE 200 406 W. South Jordan PKWY, STE 240 South Jordan UT UTAH 84095 UT UTAH false Eric P. Scruggs 6082402 The Strategic Financial Alliance, Inc. 126514 1875 Campus Commons Drive, Suite 100 Reston VA VIRGINIA 20191 MA MASSACHUSETTS false Jarrod F. Hirschfield 4666092 Ameritas Investments 14869 3400 Executive Parkway Toledo OH OHIO 43606 OH OHIO false Elliot V. Hill 5778698 McDermott Investment Services LLC 154926 Liberty Plaza, 890 Portland Road, STE 3 Saco ME MAINE 04072 ME MAINE false Bryon E. Martinsen 1621649 Centaurus Financial, Inc. 30833 220 Fort Salonga Road, STE #301C Northport NY NEW YORK 11768 NY NEW YORK false William J. Bugdon 5720121 Investacorp, Inc. 7684 Centaral Park East 222 New Road, Suite 505 Linwood NJ NEW JERSEY 08221 NJ NEW JERSEY false Stacey J. Morimoto 4420782 DFPG Investments, Inc. 155576 4445 East Gate Mall, Suite 200 San Diego CA CALIFORNIA 92121 CA CALIFORNIA false John Kwasny 1059113 Woodbury Financial Services, Inc. 421 195 W Joe ORR Road, Suite 202 Chicago Heights IL ILLINOIS 60411 IL ILLINOIS false Elizabeth A. Liechty 3215809 Lincoln Financial Advisors Corporation 3978 8638 Veterns Highways, Suite 301 Millersville MD MARYLAND 21108 MD MARYLAND false Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 CA CALIFORNIA false Kurt E. Eakin 4071149 Commonwealth Financial Network 8032 3914 Murphy Canyon Road Suite A100 San Diego CA CALIFORNIA 92123 CA CALIFORNIA false Joseph G. Michaletz 1327534 Concorde Investment Services, LLC 151604 150 St. Andrews Ct., Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Arthur G. Katz 1840055 Lincoln Financial Advisors Corporation 3978 61 South Paramus Road, STE 425 Parmus NJ NEW JERSEY 07652 NJ NEW JERSEY false Michael A. Bruggemann 5500983 Sagepoint Financial, Inc. 133763 1001 Bishop Street, STE 2300 Honolulu HI HAWAII 96813 HI HAWAII false Troy T. Wada 5636479 Sagepoint Financial, Inc. 133763 1001 Bishop Street, STE 2300 Honolulu HI HAWAII 96813 HI HAWAII false Matthew E. Roberson 3090052 Lincoln Financial Advisors Corporation 3978 2105 S. Bascom Avenue, STE 300 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false 35708329 34221641 1486688 false 47 1785416 true 0 This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid. 1236856 true false Healthcare Portfolio DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2015-11-23