Broker-dealer · Form D Item 12
Osaic FA, Inc.
Osaic FA, Inc. (FINRA CRD 3978) is named in Item 12 of the Form D filings for 26 DST offerings with a Top1031 record, from 2009 to 2025.
- FINRA CRD
- 3978
- DST offerings
- 26
- Sponsors
- 2
- First named
- 2009
- Latest named
- 2025
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2024 | 5 |
| 2023 | 4 |
| 2022 | 8 |
| 2012 | 4 |
| 2011 | 3 |
| 2009 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 5 |
| Inland Private Capital | 21 |
Offerings that name Osaic FA, Inc.
Historical (26)
$49.9MAug 29, 2024
Sold out
IPC Self-Storage Portfolio XXI (Devon Self Storage)Inland Private CapitalSelf-storageSEC filing, Jan 3, 2025
$37.7MJun 14, 2024Sold out
$77.2MApr 24, 2024
Sold out
$25.1MFeb 15, 2024
Historical
$76.8MDec 8, 2023
Sold out
$54.5MOct 27, 2023
Sold out
$23.6MAug 31, 2023
Historical
$46.2MJul 14, 2023
Sold out
$77.8MNov 23, 2022
Historical
$164.0MAug 17, 2022
Sold out
$209.3MJul 8, 2022
Historical
$275.9MJun 7, 2022
Historical
$22.1MMay 17, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$10.0MAug 9, 2012
Historical
$24.5MMar 1, 2012
Sold out
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011Historical
$11.8MJul 7, 2011
Historical
$21.0MFeb 4, 2011
Historical
$37.8MMar 31, 2009
Historical
$11.3MMar 30, 2009
Historical
Show all 26 offeringsShow fewer
Data updated Sep 6, 2026