0001701369-17-000006.txt : 20170517
0001701369-17-000006.hdr.sgml : 20170517
20170517164531
ACCESSION NUMBER: 0001701369-17-000006
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20170517
DATE AS OF CHANGE: 20170517
EFFECTIVENESS DATE: 20170517
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: 17851981
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
0001701369-17-000005
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
MN
MINNESOTA
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
William S. Sheehan
2328614
DFPG Investments, Inc.
155576
2 Orr Hatch Drive
Conrwall
NY
NEW YORK
12518
PA
PENNSYLVANIA
false
Michael D. Puls
2671882
Woodbury Financial Services, Inc.
421
7431 O Street
Lincoln
NE
NEBRASKA
68510
NE
NEBRASKA
false
Robert S. Smith
1412333
Concorde Investment Services, LLC
151604
5000 Meadows Road, Suite 230
Lake Oswego
OR
OREGON
97035
CA
CALIFORNIA
OR
OREGON
false
Paul B. Abbou
4234153
1st Global Capital Corp.
30349
333 John Carlyle Street, Suite 620
Alexandria
VA
VIRGINIA
22314
MD
MARYLAND
false
Jason P. Connolly
4708924
DFPG Investments, Inc.
155576
1764 The Alameda
San Jose
CA
CALIFORNIA
95126
CA
CALIFORNIA
false
Darren P. Speight
5347461
DFPG Investments, Inc.
155576
1764 The Alameda
San Jose
CA
CALIFORNIA
95126
CA
CALIFORNIA
false
Kirk D. Dobson
4049865
Amertias Investment Corp.
14869
3150 Crow Canyon Place, #200
San Ramon
CA
CALIFORNIA
94583
CA
CALIFORNIA
false
David K. Hays
2434893
J.W. Cole Financial, Inc.
124583
674 S. Collega Ave.
Bloomington
IN
INDIANA
47403
IN
INDIANA
false
Karl L. Hambrecht
844047
Royal Alliance Associates, Inc.
23131
139 Indian Hill St.
West Newbury
MA
MASSACHUSETTS
01985
MA
MASSACHUSETTS
false
Christina S. Nielson
4866971
Primex
29394
650 Town Center Drive, Suite 1400
Costa Mesa
CA
CALIFORNIA
92626
CA
CALIFORNIA
false
David L. Cowguill
1275601
Woodbury Financial Services, Inc.
421
4255 Rec Drive
Marion
IA
IOWA
52302
IA
IOWA
false
Susan J. Gitt
5580509
Great Point Capital LLC
114203
200 West Jackson Blvd., Suite 1000
Chicago
IL
ILLINOIS
60606
MT
MONTANA
false
Curits S, Kreitzberg
2772736
Lincoln Financial Advisors Corporation
3978
333 Thornall Street 9th Floor
Edison
NJ
NEW JERSEY
08837
NJ
NEW JERSEY
false
Evan B. Dickens
6001407
1st Global Capital Corp.
30349
300 SW Columbia Street, Suite 201
Bend
OR
OREGON
97702
OR
OREGON
false
54858510
32319097
22539413
false
66
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
2017-05-17