0001673678-16-000009.txt : 20161108 0001673678-16-000009.hdr.sgml : 20161108 20161108162541 ACCESSION NUMBER: 0001673678-16-000009 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20161108 DATE AS OF CHANGE: 20161108 EFFECTIVENESS DATE: 20161108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Self-Storage Portfolio I DST CENTRAL INDEX KEY: 0001673678 IRS NUMBER: 387156068 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-262594 FILM NUMBER: 161981582 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 0001673678 Self-Storage Portfolio I DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2016 Capital Corporation Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. Portfolio I, L.L.C. Self-Storage 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Exchange, L.L.C. Self-Storage Portfolio I 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 Self-Storage Portfolio I Exchange, L.L.C., the Signatory Trustee of Self-Storage Portfolio I DST. Other Real Estate Decline to Disclose 06b true 0001673678-16-000008 2016-04-22 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 Inland Securites Corporation 15807 Inland Securites Corporation 15807 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 IL ILLINOIS false Silver Portal Capital, LLC 114290 Silver Portal Capital, LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 FL FLORIDA MN MINNESOTA false Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 633 Georgetown Road Raleigh NC NORTH CAROLINA 27608 FL FLORIDA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 CA CALIFORNIA NV NEVADA OR OREGON WA WASHINGTON false Steve J. Markey 2591317 Investacorp, Inc. 7684 559 E. Huisache Ave San Antonio TX TEXAS 78212 TX TEXAS false Patrick J. Lynch IV 4603507 Investocorp, Inc. 7684 559 E. Huisache Ave San Antonio TX TEXAS 78212 TX TEXAS false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 CA CALIFORNIA FL FLORIDA NV NEVADA false Kyle H. Imhotle 5448950 1st Global Capital Corp. 30349 1215 Washington Avenue S Detroit Lakes MN MINNESOTA 56502 ND NORTH DAKOTA SD SOUTH DAKOTA false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false Robert S. Paul 1883555 1st Global Capital Corp. 30349 1442 Irvine Blvd., Suite 234 Tustin CA CALIFORNIA 92780 CA CALIFORNIA false Jennifer A. Wildman 4973672 1st Global Capital Corp. 30349 915 N. Jefferson Avenue MT Pleasant TX TEXAS 75455 TX TEXAS false Joseph G. Michaletz 1327534 Concorde Investment Services, LLC 151604 150 St. Andrews Ct., Suite 210 Mankato MN MINNESOTA 56001 CO COLORADO GA GEORGIA IA IOWA MN MINNESOTA NE NEBRASKA TX TEXAS false James T. Walesa 1061209 Triad Advisors, Inc. 25803 1460 Renaissance Dr., Suite 212 Park Ridge IL ILLINOIS 60068 CO COLORADO IL ILLINOIS TX TEXAS false Robert L. Boggess 5007422 Sandlapper Sercurites, LLC 137906 2312 Eastlake Ave E Seattle WA WASHINGTON 98103 CA CALIFORNIA false John Goff 1919761 Investcorp, Inc. 7684 770 North Cotner Blvd, Suite 401 Lincoln NE NEBRASKA 68505 NE NEBRASKA false Dennis I. Weiss 462338 American Investors Company 38 8569 Cordes Circle, Suite 1 Germantown TN TENNESSEE 38139 FL FLORIDA TN TENNESSEE WA WASHINGTON false Carol S. Grasso 1635604 Moloney Sercurties Co., Inc. 38535 501 St. Vrain Lane, Suite 100 Estes Park CO COLORADO 80517 CO COLORADO false Gary E. Conley 52159 American Investors Company 38 1600 Valley River Drive, Suite 385 Eugene OR OREGON 97401 OR OREGON false Timothy E. Tehan 3230535 Triad Advisors, Inc. 25803 7735 Old Georgetown Rd., Suite 800 Bethesda MD MARYLAND 20814 MD MARYLAND false Jeanne E. Morelli 4706430 1st Global Capital Corp. 30349 1000 First Federal Plaza Rochester NY NEW YORK 14614 CA CALIFORNIA false Stephen J. Sanders 2802569 Cambridge Investment Research, Inc. 39543 1509 Mart Drive, Suite B Little Rock AZ ARIZONA 72202 AZ ARIZONA false Nathaniel M. Kuhn 4624143 Concorde Investments Services, LLC 151604 120 W. Easstman, Suite 300 Arlington Heights IL ILLINOIS 60004 IL ILLINOIS false Eric S. Scaff 5281210 Concorde Investments Services, LLC 151604 300 Montomery Street, Suite 631 San Francisco CO COLORADO 94101 CA CALIFORNIA false Roger W. Bowlin 1905652 Concorde Investments Services, LLC 151604 507 SE Andrews Street Issaquah WA WASHINGTON 98027 WA WASHINGTON false John W. Kenny 268043 American Investors Company 38 24121 Wine Country Court Sonoma CA CALIFORNIA 95746 CA CALIFORNIA false Michael A. Bendix 5379777 Cedar Crest Advisors, LLC 187514 406 W S Jordan Pkwy #200 South Jordan UT UTAH 84095 CA CALIFORNIA NV NEVADA false Molly M. Grubb 5647291 Cambridge Investment Research, Inc. 39543 454 E. Main Street, Suite 215 Columbus OH OHIO 43215 OH OHIO false Patrick T. Shea 1654953 Whitehall-Parker Securites, Inc. 10608 250 Bel Marin Keys Blvd., Suite F3 Novato CA CALIFORNIA 94949 CO COLORADO false Richard A. Rupp 2459269 First Financial Equity Corporation 16507 5230 Carroll Canyon Road, Suite 214 San Diego CA CALIFORNIA 92121 CA CALIFORNIA false Bryon E. Martinsen 1621649 Centaurus Financial, Inc. 30833 220 Fort Salonga Road, Suite #301C Northport NY NEW YORK 11768 NY NEW YORK false Thomas D. Sanders 1280319 Cambridge Investment Research, Inc. 39543 1509-B Mart Drive Little Rock AR ARKANSAS 72202 AR ARKANSAS false Bryan A. Decker 5527656 1st Global Capital Corp. 30349 5635 NE Elam Young Parkway, Suite 100 Hillsboro OR OREGON 97124 OR OREGON false Brett F. Ewing 2904608 Centaurus Financial, Inc. 30833 2528 Barrington Circle, Suite #1 Tallahassee FL FLORIDA 32308 FL FLORIDA false William H. Lowell 1158722 Lowell & Company, Inc. 24913 4021 84th St, Suite 100 Lubbock TX TEXAS 79423 TX TEXAS false Lamar D. Law III 5952938 1st Global Capital Corp. 30349 1134 Kennebec Drive Chamberburg PA PENNSYLVANIA 17201 PA PENNSYLVANIA false James J. Schipper 2636447 Triad Advisors, Inc. 25803 125 Ottawa Avenue, Suite 357 Grand Rapids MI MICHIGAN 49503 MI MICHIGAN false Steven M. Osterink Sr. 1019935 Triad Advisors, Inc. 25803 125 Ottawa Avenue, Suite 357 Grand Rapids MI MICHIGAN 49503 MI MICHIGAN false Clemont L. Bevill 1790971 Silver Oak Sercurities, Incorporated 46947 301 Oak Street, Suite 2-24 Quincy IL ILLINOIS 62301 IL ILLINOIS false Carl F. Worden III 3130121 Centaurus Financial, Inc. 30833 3031 Tish Way, Suite #901 San Jose CA CALIFORNIA 95128 CA CALIFORNIA false Robert A. Horning 2311640 Centaurus Financial, Inc. 30833 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 CA CALIFORNIA false James K. Johnston 1689783 Arete Wealth Management, LLC 44856 775 Ridge Lake Blvd., Suite 150 Memphis TN TENNESSEE 38120 TN TENNESSEE false David J. Segarra 4482059 Centraurus Financial, Inc. 30833 2777 Paradise Road, Suite #2002 Las Vegas NV NEVADA 89109 NV NEVADA false Andrew P. Wittich 4913069 Cambridge Investment Research, Inc. 39543 920 Poeyfarre #427 New Orleans LA LOUISIANA 70130 LA LOUISIANA false Gordon T. Hamilton 5028789 Parkland Securities, LLC 115368 5875 Leham Drive, Suite 201E Colorado Springs CO COLORADO 80918 CO COLORADO false Timothy L. Stauffer 4178198 Concorde Investment Services, LLC 151604 333 Fiddlers Cove Fort Wayne IN INDIANA 46825 IN INDIANA false John G. Montemarano 1089597 Sigma Financial Corporation 14303 3490 East Lake Road, Suite B Palm Harbor FL FLORIDA 34685 FL FLORIDA false Douglas A. Henrickson 869607 Triad Advisors, Inc. 25803 6290 Jupiter Avenue, Suite B Belmont MI MICHIGAN 49306 FL FLORIDA false Thomas M. Hess 4957892 DFPG Investments, Inc. 155576 2104 Vista Laredo Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false Jonathan R. Creighton 1495897 Concorde Investment Servics, LLC 151604 350 Lincoln Street, Suite 2400 Hingham MA MASSACHUSETTS 02043 CT CONNECTICUT MA MASSACHUSETTS false Lawrence R. Greenfield 4056913 Arete Wealth Management, LLC 44856 20750 Ventura Blvd., Suite 202 Woodland Hills CA CALIFORNIA 91634 CA CALIFORNIA false Carl Edwards Jr. 550414 Calton & Associates, Inc. 20999 6404 Carmel Rd., Suite 201 Charlotte NC NORTH CAROLINA 28266 NC NORTH CAROLINA false Blayne A. Andersen 5727397 Parkland Securities, LLC 115368 810 Pancheri Drive Idaho Falls ID IDAHO 83402 CA CALIFORNIA false James D. Kent Jr. 2255753 Newport Coast Securities, Inc. 16944 4551 Mainland Blvd. W., Suite D Pinellas Park FL FLORIDA 33782 FL FLORIDA false David A. Schlein 4334470 1st Global Capital Corp. 30349 369 Franklin Street, Cyclorama Building Buffalo NY NEW YORK 14202 NY NEW YORK false Debra J. Schleining 2768752 McDermott Investment Services, LLC 154926 13530 Parker Street Omaha NE NEBRASKA 68154 NC NORTH CAROLINA false John G. Chess 4812430 Investacorp, Inc. 7684 4263 Gavin Lane Columbus OH OHIO 43220 OH OHIO false John H. Scully 803539 Centaurus Financial, Inc. 30833 450 Skokie Blvd., Suite #301 Northbrook IL ILLINOIS 60062 IL ILLINOIS false Kate M. King 4654157 Centaurus Financial, Inc. 30833 4000 Barranca Parkway, Suite #250 Irvine CA CALIFORNIA 92604 CA CALIFORNIA false Jerome O. Jacobs 2160630 1st Global Capital Corp. 30349 10500 Little Patuxent Parkway, Suite 710 Columbia MD MARYLAND 21044 NV NEVADA 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 Robert R. Tweed 2339324 Cabot Lodge Securities LLC 159712 2060 Huntington Drive, Suite 1 San Marino CA CALIFORNIA 91108 CA CALIFORNIA false Patrick R. Conway 1337831 Investacorp, Inc. 7684 2901 Butterfield Rd. Oak Brook IL ILLINOIS 60523 IL ILLINOIS false Steven B. Shaiman 4114227 Calton & Associates, Inc. 20999 838 East Cherry Street, Suite One Vineland NJ NEW JERSEY 08360 NJ NEW JERSEY false John S. Weiss 1097536 Crown Capital Securities, L.P. 6312 29222 Rancho Viejo Rd., Suite 126-B San Juan Capistrano CO COLORADO 92675 CO COLORADO CT CONNECTICUT IA IOWA MD MARYLAND false Duane M. Toney 4627140 Cambridge Investment Research, Inc. 39543 6465 S 3000 E, Suite 200 Salt Lake City UT UTAH 84121 ID IDAHO false Noah P. Bergeron Jr. 1056146 Sigma Financial Corporation 14303 35030 Michelle Drive Romulus MI MICHIGAN 48174 AL ALABAMA false Thomas J. Ealy 863042 Investment Planners, Inc. 18557 2911 Crossing Court #102 Champaign IL ILLINOIS 61822 MA MASSACHUSETTS false David G. Meachan 1045678 Centaurus Financial, Inc. 30833 16571 N. 109th Street Scottsdale AZ ARIZONA 85255 AZ ARIZONA false Carl F. Worden III 3130121 Centaurus Financial, Inc. 30833 3031 Tisch Way, Suite #901 San Jose CA CALIFORNIA 95128 AZ ARIZONA false Carl A. Linquist 4426314 JRL Capital Corporation 10225 20371 Irvine Ave, Suite A-140 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false Timothy J. Kissling 2515918 Madison Avenue Securities, LLC 23224 5117 Erie Street New Castle PA PENNSYLVANIA 16102 FL FLORIDA PA PENNSYLVANIA false Marcel Pahmer 4565391 Centaurus Financial, Inc. 30833 2900 Bristol Street, Suite# B-104 Costa Mesa CA CALIFORNIA 92626 ID IDAHO false Richard M. Waters 2421557 Infinex Investments, Inc. 35371 14033 8th Street Dade City FL FLORIDA 33525 FL FLORIDA false Edwin T. Suzuki 4851317 Westpark Capital, Inc. 39914 18872 MacArthur Blvd., 1st Floor Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Joseph A. Graziano 2442582 TFS Securities, Inc. 20626 847 Broadway Bayonne NJ NEW JERSEY 07002 NJ NEW JERSEY false Kris R. Keller 5393440 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 IL ILLINOIS false David C. Pitcher 4484820 1st Global Capital Corp. 30349 1000 First Federal Plaza Rochester NY NEW YORK 14614 ME MAINE false 49364432 48106903 1257529 false 139 2468222 true 0 This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid. 4074301 true false Self-Storage Portfolio I DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2016-11-08