0001982755-23-000010.txt : 20231122
0001982755-23-000010.hdr.sgml : 20231122
20231122103329
ACCESSION NUMBER: 0001982755-23-000010
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(5)
FILED AS OF DATE: 20231122
DATE AS OF CHANGE: 20231122
EFFECTIVENESS DATE: 20231122
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Algonquin Senior Living DST
CENTRAL INDEX KEY: 0001982755
IRS NUMBER: 926315687
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-486897
FILM NUMBER: 231430610
BUSINESS ADDRESS:
STREET 1: C/O INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
BUSINESS PHONE: (630) 218-8000
MAIL ADDRESS:
STREET 1: C/O 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
0001982755
Algonquin Senior Living DST
C/O INLAND PRIVATE CAPITAL CORPORATION
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
(630) 218-8000
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2023
N/A
Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Sponsor of the Issuer
N/A
Algonquin 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
Algonquin 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/Chief Executive Officer of the Sponsor of the Issuer
Other Real Estate
Decline to Disclose
- 06b
- 3C
- 3C.5
true
0001982755-23-000009
2023-07-03
false
true
true
false
25000
NexTrend Securities, Inc.
43710
None
None
PO Box 12108
Austin
TX
TEXAS
78711
CA
CALIFORNIA
false
Concorde Investment Services, LLC
151604
None
None
19500 Victor Parkway
Suite 550
Livonia
MI
MICHIGAN
48152
CA
CALIFORNIA
DE
DELAWARE
MI
MICHIGAN
NY
NEW YORK
NC
NORTH CAROLINA
OR
OREGON
false
Emerson Equity LLC
130032
None
None
155 Bovet Road
Suite 725
San Mateo
CA
CALIFORNIA
94402
CA
CALIFORNIA
CO
COLORADO
NV
NEVADA
OR
OREGON
false
Realized Financial, Inc.
22333
None
None
400 W. 15th Street
Suite 700
Austin
TX
TEXAS
78701
CA
CALIFORNIA
CO
COLORADO
HI
HAWAII
false
Lincoln Financial Advisors Corporation
3978
None
None
1301 South Harrison Street
Fort Wayne
IN
INDIANA
46802
CA
CALIFORNIA
MA
MASSACHUSETTS
NJ
NEW JERSEY
false
DFPG Investments, LLC
155576
None
None
9017 S Riverside Drive
Suite 210
Sandy
UT
UTAH
84070
IL
ILLINOIS
false
DAI Securities, LLC
36673
None
None
2200 Century Parkway NE
Suite 435
Atlanta
GA
GEORGIA
30345
CA
CALIFORNIA
FL
FLORIDA
MO
MISSOURI
NJ
NEW JERSEY
false
Great Point Capital LLC
114203
None
None
200 West Jackson Boulevard
Suite 1000
Chicago
IL
ILLINOIS
60606
CO
COLORADO
NC
NORTH CAROLINA
false
Avantax Investment Services Inc.
13686
None
None
3200 Olympus Boulevard
Suite 100
Dallas
TX
TEXAS
75019
AR
ARKANSAS
CA
CALIFORNIA
GA
GEORGIA
ID
IDAHO
MD
MARYLAND
NJ
NEW JERSEY
NY
NEW YORK
WA
WASHINGTON
false
Cambridge Investment Research, Inc.
39543
None
None
1776 Pleasant Plain Road
Fairfield
IA
IOWA
52556
AZ
ARIZONA
CO
COLORADO
CT
CONNECTICUT
FL
FLORIDA
MO
MISSOURI
NC
NORTH CAROLINA
UT
UTAH
false
Arkadios Capital
282710
None
None
309 East Paces Ferry Road
Suite 1000
Atlanta
GA
GEORGIA
30305
FL
FLORIDA
MN
MINNESOTA
NC
NORTH CAROLINA
VA
VIRGINIA
false
Crescent Securities Group, Inc.
114993
None
None
4975 Preston Park Boulevard
Suite 820
Plano
TX
TEXAS
75093
FL
FLORIDA
false
American Investors Company
38
None
None
12667 Alcosta Boulevard
Suite 160
San Ramon
CA
CALIFORNIA
94583
OR
OREGON
false
Crown Capital Securities, L.P.
6312
None
None
725 Town & Country Road
Suite 530
Orange
CA
CALIFORNIA
92868
CA
CALIFORNIA
false
Nationwide Planning Associates Inc.
31029
None
None
32-16 Broadway Avenue
2nd Floor
Fair Lawn
NJ
NEW JERSEY
07410
NY
NEW YORK
false
Independent Financial Group, LLC
7717
None
None
12671 High Bluff Drive
Suite 200
San Diego
CA
CALIFORNIA
92130
CA
CALIFORNIA
WI
WISCONSIN
false
Sagepoint Financial, Inc.
133763
None
None
20 E. Thomas Road
Suite 2000
Phoenix
AZ
ARIZONA
85012
AL
ALABAMA
CO
COLORADO
FL
FLORIDA
HI
HAWAII
NV
NEVADA
NY
NEW YORK
false
Triad Advisors LLC
25803
None
None
5155 Peachtree Parkway
Suite 3220
Norcross
GA
GEORGIA
30092
MD
MARYLAND
false
Securities America, Inc.
10205
None
None
12325 Port Grace Boulevard
Lavista
NE
NEBRASKA
68128
IL
ILLINOIS
false
Peak Brokerage Services, LLC
157045
None
None
1070 East Indiantown Road
Suite 208-210
Jupiter
FL
FLORIDA
33477
NY
NEW YORK
false
Centaurus Financial, Inc.
30833
None
None
2300 E. Katella Avenue
Suite #200
Anaheim
CA
CALIFORNIA
92806
UT
UTAH
false
Ameritas Investment Company, LLC
14869
None
None
5900 "O" Street
Lincoln
NE
NEBRASKA
68510
CA
CALIFORNIA
false
Lightpath Capital, Inc.
34617
None
None
1560 E. Southlake Boulevard
Suite 100
Southlake
TX
TEXAS
76092
CA
CALIFORNIA
false
46208179
46146134
62045
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
false
114
3650446
true
0
true
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.
1997805
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
Algonquin Senior Living DST
/s/ Keith D. Lampi
Keith D. Lampi
President/Chief Executive Officer of the Sponsor of Issuer
2023-11-22