0001734673-18-000018.txt : 20181030
0001734673-18-000018.hdr.sgml : 20181030
20181030132959
ACCESSION NUMBER: 0001734673-18-000018
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20181030
DATE AS OF CHANGE: 20181030
EFFECTIVENESS DATE: 20181030
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Florida Multifamily Portfolio DST
CENTRAL INDEX KEY: 0001741029
IRS NUMBER: 326505861
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-312908
FILM NUMBER: 181146312
BUSINESS ADDRESS:
STREET 1: C/- INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
BUSINESS PHONE: 6302184916
MAIL ADDRESS:
STREET 1: C/- INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001741029
Florida Multifamily Portfolio DST
C/- INLAND PRIVATE CAPITAL CORPORATION
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
6302184916
DELAWARE
None
None
Business Trust
true
2018
n/a
Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Sponsor of the Issuer
N/A
Florida Multifamily Exchange, LLC
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Signatory Trustee of the Issuer
N/A
Florida Multifamily Portfolio, LLC
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Depositor of the Issuer
Mitchell
A
Sabshon
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Director
Director and Chairman of the Board of the Sponsor
Keith
D
Lampi
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Director, President and Chief Operating Officer of the Sponsor
Rahul
Sehgal
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Director and Chief Investment Officer of the Sponsor
Daniel
L
Goodwin
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Director
Director of the Sponsor
Catherine
S
Lynch
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Director
Director of the Sponsor
Roberta
S
Matlin
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Director
Director of the Sponsor
Robert
D
Parks
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Director
Director of the Sponsor
Other Real Estate
Decline to Disclose
- 06b
true
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2018-05-07
false
true
false
25000
Troy Thomas
4691720
Mc Dermott Investment Services, LLC
154926
ONE WEST BROAD STREET
11TH FLOOR
BETHLEHEM
PA
PENNSYLVANIA
18018
CA
CALIFORNIA
MA
MASSACHUSETTS
TN
TENNESSEE
false
Peter Finnegan
1336798
Huntwicke Securities LLC
146993
6 PARK STREET
4265211
TOPSFIELD
MA
MASSACHUSETTS
01983
FL
FLORIDA
false
Chris Boynton
4265211
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
CA
CALIFORNIA
false
Corbin Thomas
4234748
Mc Dermott Investment Services, LLC
154926
ONE WEST BROAD STREET
11TH FLOOR
BETHLEHEM
PA
PENNSYLVANIA
18018
CA
CALIFORNIA
CO
COLORADO
false
Inland Securities Corporation
15807
None
None
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
IL
ILLINOIS
false
James Lamont
2846228
Whitehall-Parker Securities, Inc.
10608
477 PACIFIC AVENUE-2ND FLOOR
SAN FRANCISCO
CA
CALIFORNIA
94133
CA
CALIFORNIA
false
Iaian Filippini
4708877
RCX Capital Group LLC
114290
12707 HIGH BLUFF DRIVE
SUITE #200
SAN DIEGO
CA
CALIFORNIA
92130
CA
CALIFORNIA
false
Scott Sheehan
2328614
DFPG Investments, Inc.
155576
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY,
UT
UTAH
84070
RI
RHODE ISLAND
false
Justin Lowy
5935993
Crown Capital Securities L.P.
6312
725 TOWN & COUNTRY ROAD
SUITE 530
ORANGE
CA
CALIFORNIA
92868
CA
CALIFORNIA
false
David Levinson
705929
Westpark Capital Inc
39914
1900 AVENUE OF THE STARS
SUITE 310
LOS ANGELES
CA
CALIFORNIA
90067
FL
FLORIDA
WA
WASHINGTON
false
Biho Cha
4330839
Mc Dermott Investment Services, LLC
154926
ONE WEST BROAD STREET
11TH FLOOR
BETHLEHEM
PA
PENNSYLVANIA
18018
CA
CALIFORNIA
false
Ronald Cole
1434325
Colorado Financial Service Corp
104343
304 INVERNESS WAY SOUTH
SUITE 355
CENTENNIAL
CO
COLORADO
80112
CT
CONNECTICUT
false
John Jenkins
1163851
Arete Wealth Management, LLC.
44856
1101 W LAKE STREET
1ST FLOOR
CHICAGO
IL
ILLINOIS
60607
CA
CALIFORNIA
false
Edward Fernandez
2956661
Capulent LLC
155155
4144 N 44TH STREET
STE 3
PHOENIX
AZ
ARIZONA
85018
MO
MISSOURI
false
David Dahill
6581024
WealthForge Securities LLC
152550
6800 PARAGON PLACE
SUITE 200
RICHMOND
VA
VIRGINIA
23230
CA
CALIFORNIA
NC
NORTH CAROLINA
TX
TEXAS
false
Timothy Whipple
2829688
DFPG Investments, Inc.
155576
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY
UT
UTAH
84070
UT
UTAH
false
Alexander Haviland
6364128
DFPG Investments, Inc.
155576
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY
UT
UTAH
84070
UT
UTAH
false
Jeff Graumlich
4816380
Colorado Financial Service Corp
104343
304 INVERNESS WAY SOUTH
SUITE 355
CENTENNIAL
CO
COLORADO
80112
KY
KENTUCKY
false
Brian Kampbell
4211321
Voya Financial Advisors
2882
699 WALNUT STREET
SUITE 1000
DES MOINES
IA
IOWA
50309
WA
WASHINGTON
false
Adam Bryan
5443986
Mc Dermott Investment Services, LLC
154926
ONE WEST BROAD STREET
11TH FLOOR
BETHLEHEM
PA
PENNSYLVANIA
18018
CA
CALIFORNIA
false
Trawnegan Gall
6266415
Sandlapper Securities, LLC
137906
SANDLAPPER FINANCIAL CENTER
800 E. NORTH STREET, 2ND FLOOR
GREENVILLE
SC
SOUTH CAROLINA
29601
NJ
NEW JERSEY
false
Christina Nielson
4866971
Primex Prime Electronic Execution Inc
29394
54 WEST 21ST STREET
12TH FLOOR
NEW YORK
NY
NEW YORK
10010
CA
CALIFORNIA
false
Mark Gopen
2989672
National Securities Corp.
7569
ONE UNION SQUARE 600 UNIVERSITY STREET
SUITE 2900
SEATTLE
WA
WASHINGTON
98101
NJ
NEW JERSEY
false
Brian Vosberg
4476509
Centaurus Financial, Inc.
30833
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM
CA
CALIFORNIA
92806
CA
CALIFORNIA
false
James Watkins
4972335
Simmons First Investment Group Inc
47439
11700 CANTRELL ROAD
Little Rock
AR
ARKANSAS
72223
AR
ARKANSAS
false
Shelley Cole
2554859
Voya Financial Advisors
2882
699 WALNUT STREET
SUITE 1000
DES MOINES
IA
IOWA
50309
CA
CALIFORNIA
false
Robert Charlton
4410333
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
NJ
NEW JERSEY
false
Ivan West
4921015
Westpark Capital Inc
39914
1900 AVENUE OF THE STARS
SUITE 310
Los Angeles
CA
CALIFORNIA
90067
AZ
ARIZONA
false
Evan Dickens
6001407
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
OR
OREGON
false
Thomas Paine
2285372
Centaurus Financial, Inc.
30833
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM
CA
CALIFORNIA
92806
CA
CALIFORNIA
false
Dan Werry
4721789
Lighthouse Capital Group LLC
169135
1055 E. COLORADO BLVD., SUITE 310
PASADENA
CA
CALIFORNIA
91106
SD
SOUTH DAKOTA
false
Michael Franklin
5390262
DFPG Investments, Inc.
155576
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY
UT
UTAH
84070
CA
CALIFORNIA
false
Lois Leynse
2949395
H.D. Vest Investment Securites Inc
13686
6333 NORTH STATE HIGHWAY 161
4TH FLOOR
IRVING
TX
TEXAS
75038-2200
PA
PENNSYLVANIA
false
Andres Ichaso
6265351
Lighthouse Capital Group LLC
169135
1055 E. COLORADO BLVD., SUITE 310
PASADENA
CA
CALIFORNIA
91106
CA
CALIFORNIA
HI
HAWAII
PA
PENNSYLVANIA
false
Dinesh Gupta
6469999
Lightpath Capital Inc.
34617
1453 THIRD STREET PROMENADE
SUTIE 315
Los Angeles
CA
CALIFORNIA
90401
CA
CALIFORNIA
false
Grant Conness
4778193
Madison Avenue Securities, LLC
23224
15050 AVENUE OF SCIENCE
SUITE 150
San Diego
CA
CALIFORNIA
92128
FL
FLORIDA
false
Kyle Imholte
5448950
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
MN
MINNESOTA
false
Konstantin Chrenow
4175488
Kovack Securities, Inc.
44848
6451 N. FEDERAL HWY.
SUITE 1201
FT. LAUDERDALE
FL
FLORIDA
33308
TX
TEXAS
false
Jeffrey Bangerter
1687028
Berthel Fisher & Co Financial Svcs
13609
4201 42nd Street NE
Suite 100
Cedar Rapids
IA
IOWA
52402
CA
CALIFORNIA
false
Jody Otto
1587943
Securities America Inc.
10205
12325 Port Grace Blvd
Lavista
NE
NEBRASKA
68128
IL
ILLINOIS
false
Ronald Pompei
1439110
Crown Capital Securities LP
6312
725 Town & Country Road
Suite 530
Orange
CA
CALIFORNIA
92868
NY
NEW YORK
false
Stephen Holt
5900842
Lighthouse Capital Group LLC
169135
1055 E. Colorado Blvd
Suite 310
Pasadena
CA
CALIFORNIA
91106
CA
CALIFORNIA
false
Douglas Langley
4177405
1st Global Capital Corporation
30349
12750 Merit Drive
Suite 1200
Dallas
TX
TEXAS
75251
GA
GEORGIA
false
Nir Regev
1847410
DFPG Investments, Inc.
155576
9017 S Riverside Drive
Suite 210
Sandy
UT
UTAH
94070
MO
MISSOURI
false
John Vento
2082971
H.D Vest Investment Securities Inc
13686
6333 North State Highway 161
4th Floor
Irving
TX
TEXAS
75038-2200
PA
PENNSYLVANIA
false
Lynn Rotz
5884398
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
PA
PENNSYLVANIA
false
Timur Mezhlumov
3194023
H.D Vest Investment Securities Inc
13686
6333 North State Hwy 161
4th Floor
Irving
TX
TEXAS
75038-2200
TX
TEXAS
false
Ryan Haag
2432783
Lincoln Financial Advisors
3978
1300 South Clinton Street
Suite 150
Fort Wayne
IN
INDIANA
46802
MN
MINNESOTA
false
Terry Shea
1654953
Whitehall-Parker Securities Inc.
10608
477 Pacific Avenue
2nd Floor
San Francisco
CA
CALIFORNIA
94133
CA
CALIFORNIA
false
Keith Patterson
2131574
Investacorp, Inc
7684
4400 Biscayne Blvd
11th Floor
Miami
FL
FLORIDA
33137
TX
TEXAS
false
Jason McMurtry
2871788
Westpark Capital Inc
39914
1900 Avenue of the Stars
Suite 310
Los Angeles
CA
CALIFORNIA
90067
CA
CALIFORNIA
false
James Walesa
1061209
Triad Advisors, Inc
118583
3623 N. Elm Street
Suite 102
Greensboro
NC
NORTH CAROLINA
27455
IL
ILLINOIS
false
Barbara Larson
3069515
H.D. Vest Investment Securites Inc
13686
6333 NORTH STATE HIGHWAY 161
4TH FLOOR
IRVING
TX
TEXAS
75038-2200
CO
COLORADO
false
John Azzara
1050458
Lincoln Financial Securities Corp
3870
1300 S Clinton Street
Fort Wayne
IN
INDIANA
46802
NJ
NEW JERSEY
false
Andrew Martz
5118326
Western International Secs Inc
39262
70 South Lake Avenue
Suite 700
Pasadena
CA
CALIFORNIA
91101
CA
CALIFORNIA
false
Eric Bicknese
2829451
Nationwide Planning Associates, Inc
31029
115 WEST CENTURY ROAD
SUITE 360
PARAMUS
NJ
NEW JERSEY
07652
NY
NEW YORK
false
Adam Young
6640146
Nationwide Planning Associates,
31029
115 WEST CENTURY ROAD
SUITE 360
PARAMUS
NJ
NEW JERSEY
07652
NY
NEW YORK
false
Scott Sheehan
2328614
DFPG Investments, Inc.
155576
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY
UT
UTAH
84070
MA
MASSACHUSETTS
false
Carmen Morrone
1898874
Investacorp, Inc.
7684
4400 BISCAYNE BLVD
11TH FLOOR
Miami
FL
FLORIDA
33137
NJ
NEW JERSEY
false
Marcel Pahmer
4565391
Centaurus Financial, Inc.
30833
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM,
CA
CALIFORNIA
92806
CA
CALIFORNIA
false
Roger Gamble
1577458
Client One Securities LLC
152974
11460 TOMAHAWK CREEK PARKWAY
LEAWOOD
KS
KANSAS
66211
NE
NEBRASKA
false
James Parry
1877092
Triad Advisors, Inc
118583
3623 N. ELM STREET SUITE 102
GREENSBORO
NC
NORTH CAROLINA
27455
TX
TEXAS
false
Edward Waldron
2216457
Lincoln Financial Advisors
3978
1300 SOUTH CLINTON STREET
SUITE 150
FORT WAYNE
IN
INDIANA
46802
MA
MASSACHUSETTS
false
Bryan Decker
5527656
1st Global Capital Corporation
30349
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX
TEXAS
75251
MA
MASSACHUSETTS
false
Wil Felix
2693672
Primex Prime Electronic Execution Inc
29394
54 WEST 21ST STREET
12TH FLOOR
NEW YORK
NY
NEW YORK
10010
CO
COLORADO
false
Joshua Koehnen
4551444
Independent Financial Group, LLC
7717
12671 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO
CA
CALIFORNIA
92130
CA
CALIFORNIA
false
George Vieth
1925999
Voya Financial Advisors
2882
699 WALNUT STREET
SUITE 1000
Des Moines
IA
IOWA
50309
TN
TENNESSEE
false
Peter Mc Neil
4378567
Concorde Investment Services, LLC
151604
19500 VICTOR PARKWAY
SUITE 550
LIVONIA
MI
MICHIGAN
48152
CA
CALIFORNIA
false
Christopher Halbleib
6369710
H.D. Vest Investment Securites Inc
13686
6333 NORTH STATE HIGHWAY 161
4TH FLOOR
IRVING
TX
TEXAS
75038-2200
CO
COLORADO
false
Jared Sutton
5600742
Voya Financial Advisors
2882
699 Walnut Street
Suite 1000
Des Moines
IA
IOWA
50309
IN
INDIANA
false
John Chess
4812430
Investacorp, Inc.
7584
4400 Biscayne Blvd
11th Floor
Miami
FL
FLORIDA
33137
OH
OHIO
false
Patrick Conway
1337831
Investacorp, Inc.
7584
4400 Biscayne Blvd
11th Floor
Miami
FL
FLORIDA
33137
IL
ILLINOIS
false
Rohn Hein
1386094
American Portfolio Financial Svcs
18487
4250 Veterans Memorial Hwy
4th Floor East
Holbrook
NY
NEW YORK
11741
NJ
NEW JERSEY
false
Carl Worden
3130121
Centaurus Financial, Inc.
30833
2300 E. Katella Ave
Suite 200
Anaheim
CA
CALIFORNIA
92806
NV
NEVADA
false
Warren Thomas
2299254
Lighthouse Capital Group LLC
169135
1055 E. Colorado Blvd
Suite 310
Pasadena
CA
CALIFORNIA
91106
CA
CALIFORNIA
false
36472643
36438160
34483
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
false
113
3246065
true
0
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fee that may be paid to one or more Related Persons.
1799585
true
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons
false
Florida Multifamily Portfolio DST
/s/ Keith D. Lampi
Keith D. Lampi
President of Member of Signatory Trustee of the Issuer
2018-10-30