Form D · Residential
BT Mankato Student Housing DST
Madison, WI · CIK 0001961436
Offering snapshot reported Mar 19, 2024 · SEC filing
- Reported sold
- $17.1M Offering amount: $49.7M
- Investors reported
- 52 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Aug 3, 2023 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$2,466,232 → $17,060,568
- Reported investors5 → 52
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 19, 2024 | Amendment | $17,060,568 | $14,594,336vs Aug 29, 2023 | 52 | SEC filing |
| Aug 29, 2023 | Amendment | $2,466,232 | No comparison | 5 | SEC filing |
| Jan 9, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.6M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-470004
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| GREEN VISTA CAPITAL, LLC | 293630 | |
| Daniel Coral Goodwin | 5752768 | AAG CAPITAL, INC. · CRD 188 |
| CONCORDE INVESTMENT SERVICES, LLC | 151604 | |
| DAI SECURITIES, LLC | 36673 | |
| DFPG INVESTMENTS, LLC | 155576 | |
| Kristin Marie Pearson | 4522677 | INVICTA CAPITAL LLC · CRD 288101 |
| Trawnegan Gall | 6266415 | WEALTHFORGE SECURITIES, LLC · CRD 152550 |
| Amr Tenney | 5506866 | Realized Financial, Inc. · CRD 22333 |
Source: Form D, filed Mar 19, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Bt Mankato Student Housing Depositor, Llc | Promoter |
| N/A Bt Mankato Student Housing Manager, Llc | Promoter |
| Todd Carpenter | Executive |
| Charles Droege | Director |
| Michael Fitzpatrick | Executive |
| Angela Mac Phee | Promoter |
| Theresa Meiners | Director |
| Tracey Nguyen | Director |
Issuer details
Industry: Residential (See others in industry)
Address:
4807 Innovate Lane
Madison, WI, 53718
Madison, WI, 53718