0002000251-24-000005.txt : 20241017
0002000251-24-000005.hdr.sgml : 20241017
20241017114158
ACCESSION NUMBER: 0002000251-24-000005
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20241017
DATE AS OF CHANGE: 20241017
EFFECTIVENESS DATE: 20241017
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AEI Healthcare Portfolio V DST
CENTRAL INDEX KEY: 0002000251
ORGANIZATION NAME:
IRS NUMBER: 936713374
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-520716
FILM NUMBER: 241376521
BUSINESS ADDRESS:
STREET 1: 30 E 7TH STREET
STREET 2: SUITE 1300
CITY: ST. PAUL
STATE: MN
ZIP: 55101
BUSINESS PHONE: 651-227-7333
MAIL ADDRESS:
STREET 1: 30 E 7TH STREET
STREET 2: SUITE 1300
CITY: ST. PAUL
STATE: MN
ZIP: 55101
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0002000251
AEI Healthcare Portfolio V DST
30 E 7TH STREET
SUITE 1300
ST. PAUL
MN
MINNESOTA
55101
651-227-7333
DELAWARE
None
None
Other
Statutory Trust
true
2023
Marni
J
Nygard
30 E 7th Street
Suite 1300
St. Paul
MN
MINNESOTA
55101
Executive Officer
Director
President of the Issuer's Manager
Advisors, Inc.
AEI Trust
30 E 7th Street
Suite 1300
St. Paul
MN
MINNESOTA
55101
Promoter
Kevin
Steele
30 E 7th Street
Suite 1300
St. Paul
MN
MINNESOTA
55101
Executive Officer
Chief Operating Officer of the Issuer's Manager
Keith
Petersen
30 E 7th Street
Suite 1300
St. Paul
MN
MINNESOTA
55101
Executive Officer
Chief Financial Officer of the Issuer's Manager
Manager, LLC
AEI Trust
30 E 7th Street
Suite 1300
St. Paul
MN
MINNESOTA
55101
Promoter
Commercial
Decline to Disclose
- 06b
true
0002000251-24-000004
2024-08-02
false
true
false
25000
DFPG Investments, LLC
155576
None
None
9017 South Riverside Drive
Suite 210
Sandy
UT
UTAH
84070
All States
false
Concorde Investment Services, LLC
151604
None
None
3909 Research Park Drive
Suite 200
Ann Arbor
MI
MICHIGAN
48108
All States
false
Osaic FA, Inc.
3978
None
None
1301 South Harrison St
Suite 150
Fort Wayne
IN
INDIANA
46802
All States
false
AEI Securities, Inc.
6158
None
None
1300 Wells Fargo Place
30 East Seventh Street
St. Paul
MN
MINNESOTA
55101
AZ
ARIZONA
CA
CALIFORNIA
FL
FLORIDA
GA
GEORGIA
IL
ILLINOIS
IA
IOWA
MN
MINNESOTA
NE
NEBRASKA
NJ
NEW JERSEY
ND
NORTH DAKOTA
OR
OREGON
TX
TEXAS
UT
UTAH
VA
VIRGINIA
WA
WASHINGTON
WI
WISCONSIN
false
Arkadios Capital
282710
None
None
309 East Paces Ferry Road
Suite 1000
Atlanta
GA
GEORGIA
30305
All States
false
Emerson Equity LLC
130032
None
None
155 Bovet Road
Suite 725
San Mateo
CA
CALIFORNIA
94002
All States
false
Osaic Wealth, Inc.
23131
None
None
10 Exchange Place
Suite 1410
Jersey City
NJ
NEW JERSEY
07302
All States
false
Realized Financial, Inc.
22333
None
None
400 West 15th Street
Suite 700
Austin
TX
TEXAS
78701
All States
false
Ausdal Financial Partners, Inc.
7995
None
None
5187 Utica Ridge Road
Davenport
IA
IOWA
52807
All States
false
Ameritas Investment Company, LLC
14869
None
None
5900 "O" Street
Lincoln
NE
NEBRASKA
68510
All States
false
Avantax Investment Services, Inc.
13686
None
None
3200 Olympus Blvd
Dallas
TX
TEXAS
75019
All States
false
27820000
13477194
14342806
false
45
1391000
true
0
true
3492165
true
AEI Healthcare Portfolio V Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,479,365.
false
AEI Healthcare Portfolio V DST
THOMAS HERSTAD
THOMAS HERSTAD AUTHORIZED SIGNATORY FOR MARNI J NYGARD
PRESIDENT OF THE ISSUER'S MANAGER
2024-10-17