0001701369-17-000004.txt : 20170424 0001701369-17-000004.hdr.sgml : 20170424 20170424133425 ACCESSION NUMBER: 0001701369-17-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20170424 DATE AS OF CHANGE: 20170424 EFFECTIVENESS DATE: 20170424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Healthcare Portfolio II DST CENTRAL INDEX KEY: 0001701369 IRS NUMBER: 367692563 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-283174 FILM NUMBER: 17777857 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 0001701369 Healthcare Portfolio II 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 2901Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. II, L.L.C. Healthcare Portfolio 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Exchange, L.L.C. Healthcare Portfolio II 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 II Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio II DST. Other Real Estate Decline to Disclose 06b true 0001701369-17-000003 2017-03-09 false true Beneficial Interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 David B. Levinson 705929 Westpark Capital, Inc. 39914 18872 MacArthur Blvd., 1st Floor Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 WA WASHINGTON false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montomery Street, Suite 631 San Franciso CA CALIFORNIA 94101 CA CALIFORNIA false Thomas J. Ealy 863042 Investment Planners, Inc, 18557 2911 Crossing Court #102 Champaign IL ILLINOIS 61822 TX TEXAS false James P. Cunningham 3038854 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Gregory T. Shields 3115350 Commonwealth Financial Network 8032 8888 Keystone Crossing, Suite 960 Indianapolis IN INDIANA 46240 IN INDIANA false Nathaniel M. Kuhn 4624143 Concorde Investment Services, LLC 151604 120 W. Eastman, Suite 300 Arlington Heights IL ILLINOIS 60004 IL ILLINOIS false Jeffrey F. Hatfield 1984720 Woodbury Financial Services, Inc. 421 1370 Valley Vista Drive, Suite 221 Diamond Bar CA CALIFORNIA 91765 CA CALIFORNIA false Kenneth C. Carrico 1021435 Sagepoint Financial, Inc. 133763 229 South Main Street Waterloo IL ILLINOIS 62298 IL ILLINOIS false William A. Morrow 836500 Independent Financial Group, LLC 7717 5075 Shoreham Place, Suite 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Timothy L. Stauffer 4178198 Concorde Investment Services, LLC 7717 333 Fiddlers Cove Fort Wayne IN INDIANA 46825 IN INDIANA false Michael J D'Epagnier 2067061 Sagepoint Financial, Inc. 133763 193 S. 27th Avenue, Suite 300 Brighton CO COLORADO 80601 CO COLORADO false Daniel P. Raupp 4079107 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 NY NEW YORK false Kurt W. Whitesell 1675434 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Peter A. Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 633 Georgetown Road Raleigh NC NORTH CAROLINA 27608 NC NORTH CAROLINA false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 AZ ARIZONA CA CALIFORNIA false Jeffrey J. Arburn 1475817 Whitehall-Parker Securities, Inc. 10608 880 East Campbell Avenue, Suite #206 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false Dieter G. Bollman 4247975 First Financial Equity Corporation 16507 7373 N. Scottsdale Road., D120 Scottsdale AZ ARIZONA 85253 AZ ARIZONA false Daniel J. Mercer 6698392 Colorado Financial Service Corporation 104343 4020 East Saint Joseph Way Phoenix AZ ARIZONA 85018 AZ ARIZONA false Manuel Ramos 1956224 Centaurus Financial, Inc. 30833 8141 E. 2nd Street, Suite #608-A Downey CA CALIFORNIA 90214 CA CALIFORNIA false Kyle H. Imholte 5448950 1st Global Capital Corp. 30349 1215 Washington Avenue S Detriot Lakes MN MINNESOTA 56502 MN MINNESOTA false Brian D. Vosberg 4476509 Centaurus Financial, Inc. 30833 715 W. Foothill Blvd. Glendora CA CALIFORNIA 91741 CA CALIFORNIA false Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 104 West 40th St., 5th Floor New York NY NEW YORK 10018 CO COLORADO false Ronald L. Gay 5647263 IMS Sercurites, Inc. 35567 1825 Brothers Blvd. College Station TX TEXAS 77845 TX TEXAS false Roger B. Deal 2263476 Geneos Wealth Management, Inc. 120894 3154 18th Ave., Suite 7 Columbus NE NEBRASKA 68601 NE NEBRASKA false James L. Duchene Jr. 4655062 Lincoln Financial Advisors Corporation 3978 4900 N. Scottsdale Road, Suite 3700 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false Jonathan R. Creighton 1495897 Concorde Investment Services, LLC 151604 350 Lincoln Street, Suite 2400 Hingham MA MASSACHUSETTS 02043 NY NEW YORK false Dennis F. Baker 2180472 Woodbury Financial Services, Inc. 421 351 Prairie Heights Drive Verona WI WISCONSIN 53593 WI WISCONSIN false Craig R. Sicker 4222992 1st Global Capital Corp. 30349 2215 Route 9W Lake Katrine NY NEW YORK 12449 NY NEW YORK false Michele E. Tremblay 4438927 1st Global Capital Corp. 30349 2011 West Padonia Road, Suite 600 Timonium MD MARYLAND 21093 MD MARYLAND false Elizabeth L. Friant 2122446 Colorado Financial Service Corporation 104343 1101 Pennsylvania Avenue, NW, Suite 300 Washington DC DISTRICT OF COLUMBIA 20004 MD MARYLAND false Steven S. Meahan 1234042 DFPG Investments, Inc. 155576 3039 Woodside Meadow Pleasant Hill CA CALIFORNIA 27609 NC NORTH CAROLINA false Jason Steele 2674860 Prospera Financial Services, Inc, 10740 4700 Falls of Neuse Rd., Suite 440 Raleigh NC NORTH CAROLINA 27609 NC NORTH CAROLINA false Armando G. Roman 4414526 Independent Financial Group, LLC 7717 7373 E. Doubletree Ranch Road, Suite 170 Scottsdale AZ ARIZONA 85258 AZ ARIZONA false Leon H. Levinson 1251194 Lincoln Financial Advisors Corporation 3870 4848 Loop Central Drive, Suite 1005 Houston TX TEXAS 77081 AZ ARIZONA false 54858510 17525644 37332866 false 46 2742925 true 0 3425852 true Estimate of certain fees, including Dealer fee & Placement Agent Fee, and offering organizational expenses that may accrue to one or more Related Persons. false Healthcare Portfolio II DST /s/ Keith Lampi Keith Lampi President of the Memeber of the Signatory Trustee 2017-04-24