0001793634-20-000011.txt : 20200429 0001793634-20-000011.hdr.sgml : 20200429 20200429100929 ACCESSION NUMBER: 0001793634-20-000011 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phoenix Senior Living DST CENTRAL INDEX KEY: 0001793634 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-354937 FILM NUMBER: 20827944 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: (630) 218-4916 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0708 D/A LIVE 0001793634 Phoenix Senior Living DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 (630) 218-4916 DELAWARE None None Other Delaware Statutory Trust true 2019 n/a Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Sponsor of the Issuer n/a Phoenix Senior Living Exchange, L.L.C. c/o Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Signatory Trustee of the Issuer n/a Phoenix Senior Living, L.L.C. c/o Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Depositor of the Issuer Keith D. Lampi c/o Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer President of the Sole Member of the Signatory Trustee of the Issuer Joseph E. Binder c/o Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer Other Real Estate Decline to Disclose 06b true 0001793634-20-000010 2019-11-22 false true false 25000 Arkadios Capital 282710 None None 309 EAST PACES FERRY ROAD SUITE 1000 ATLANTA GA GEORGIA 30305 TX TEXAS UT UTAH false Lightpath Capital Inc. 34617 None None 1453 THIRD STREET PROMENADE SUITE 315 LOS ANGELES CA CALIFORNIA 90401 CA CALIFORNIA false DAI Securities LLC 36673 None None 150 ST ANDREWS COURT SUITE 210 MANKATO MN MINNESOTA 56001 CA CALIFORNIA FL FLORIDA ME MAINE MA MASSACHUSETTS MN MINNESOTA NH NEW HAMPSHIRE NY NEW YORK OH OHIO SC SOUTH CAROLINA TX TEXAS false Avantax Investment Services Inc 13686 None None 6333 NORTH STATE HIGHWAY 161 4TH FLOOR IRVING TX TEXAS 75038 CA CALIFORNIA MD MARYLAND NE NEBRASKA NJ NEW JERSEY OR OREGON TX TEXAS UT UTAH WA WASHINGTON false RCX Capital Group LLC 114290 None None 2002 TIMBERLOCH PLACE SUITE 200 THE WOODLANDS TX TEXAS 77380 CA CALIFORNIA IL ILLINOIS MN MINNESOTA WA WASHINGTON false DFPG Investments, Inc. 155576 None None 9017 S RIVERSIDE DRIVE SUITE 210 SANDY UT UTAH 84070 CA CALIFORNIA CO COLORADO CT CONNECTICUT MO MISSOURI NY NEW YORK false Concorde Investment Services, LLC 151604 None None 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 CA CALIFORNIA IL ILLINOIS IN INDIANA NV NEVADA NH NEW HAMPSHIRE OR OREGON UT UTAH WI WISCONSIN false Thornhill Securities Inc 22333 None None 5906 OLD FREDERICKSBURG RD. STE. 201 AUSTIN TX TEXAS 78749 CA CALIFORNIA CO COLORADO FL FLORIDA TX TEXAS false Cambridge Investment Research 39543 None None 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 CA CALIFORNIA ID IDAHO WA WASHINGTON false JRL Capital Corporation 10225 None None 20371 IRVINE AVE SUITE A-140 NEWPORT BEACH CA CALIFORNIA 92660 CA CALIFORNIA false Nationwide Planning Associates, Inc 31029 None None 115 WEST CENTURY ROAD SUITE 360 PARAMUS NJ NEW JERSEY 07652 CA CALIFORNIA false Lincoln Financial Advisors 3978 None None 1300 SOUTH CLINTON STREET SUITE 150 FORT WAYNE IN INDIANA 46802 CA CALIFORNIA CO COLORADO MA MASSACHUSETTS MN MINNESOTA NJ NEW JERSEY SC SOUTH CAROLINA false Stax Capital 300607 None None 4901 MORENA BLVD SUITE 121 SAN DIEGO CA CALIFORNIA 92117 CA CALIFORNIA false Securities America Inc. 10205 None None 12325 PORT GRACE BLVD. LAVISTA NE NEBRASKA 68128 CA CALIFORNIA PA PENNSYLVANIA TN TENNESSEE false Sagepoint Financial, Inc. 133763 None None 20 E THOMAS RD SUITE 2000 PHOENIX AZ ARIZONA 85012 CA CALIFORNIA HI HAWAII MN MINNESOTA false Ausdal Financial Partners, Inc. 7995 None None 5187 UTICA RIDGE RD DAVENPORT IA IOWA 52807 IL ILLINOIS false Cabin Securities Inc 137608 None None 6240 W 135TH STREET SUITE 214 OVERLAND PARK KS KANSAS 66223 CA CALIFORNIA false International Assets Advisory, LLC 10645 None None 390 North Orange Avenue Suite 750 Orlando FL FLORIDA 32801 MI MICHIGAN false Invicta Capital LLC 288101 None None 2790 Mosside Boulevard Suite 530 Monroeville PA PENNSYLVANIA 15146 MD MARYLAND false Crown Capital Securities, L.P. 6312 None None 725 Town & Country Road Suite 530 Orange CA CALIFORNIA 92868 CA CALIFORNIA WA WASHINGTON false American Portfolios Financial Services, Inc. 18487 None None 4250 Veterans Memorial Highway 4th Floor East Holbrook NY NEW YORK 11741 NY NEW YORK false Cabot Lodge Securities LLC 159712 None None 200 Vesey Street 24th Floor New York NY NEW YORK 10281 CA CALIFORNIA false Lincoln Financial Securities Corporation 3870 None None 1300 South Clinton Street Fort Wayne IN INDIANA 46802 NC NORTH CAROLINA false Madison Avenue Securities, LLC 23224 None None 15050 Avenue of Science Suite 150 San Diego CA CALIFORNIA 92128 FL FLORIDA false Western International Securities, Inc. 39262 None None 70 S. Lake Avenue Suite 700 Pasadena CA CALIFORNIA 91101 CA CALIFORNIA false Triad Advisors LLC 25803 None None 5155 Peachtree Parkway Suite 3220 Norcross GA GEORGIA 30092 AZ ARIZONA TX TEXAS VA VIRGINIA false Independent Financial Group, LLC 7717 None None 12671 High Bluff Drive Suite 200 San Diego CA CALIFORNIA 92130 CA CALIFORNIA UT UTAH false Stifel, Nicolaus & Company, Incorporated 793 None None 5001 North Broadway St. Louis MO MISSOURI 63102 CA CALIFORNIA ID IDAHO false Berthel, Fisher & Company Financial Services, Inc. 13609 None None 4201 42nd Street NE Suite 100 Cedar Rapids IA IOWA 52402 GA GEORGIA false Third Seven Capital LLC 160209 None None 1901 Main Street Lake Como NJ NEW JERSEY 07719 FL FLORIDA false The Strategic Financial Alliance 126514 None None 2200 Century Parkway Suite 500 Atlanta GA GEORGIA 30344 FL FLORIDA NY NEW YORK false 53544255 48788956 4755299 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 143 4229996 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. 1621599 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 Phoenix Senior Living DST /s/ Keith D. Lampi Keith D. Lampi President of the Member of the Trustee of the Issuer 2020-04-29