Broker-dealer · Form D Item 12
Private Client Services, LLC
Private Client Services, LLC (FINRA CRD 120222) is named in Item 12 of the Form D filings for 16 DST offerings with a Top1031 record, from 2022 to 2026.
- FINRA CRD
- 120222
- DST offerings
- 16
- Sponsors
- 5
- First named
- 2022
- Latest named
- 2026
- 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 |
|---|---|
| 2026 | 1 |
| 2025 | 3 |
| 2024 | 2 |
| 2023 | 2 |
| 2022 | 8 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 1 |
| Ares (ADREX) | 2 |
| Cantor Fitzgerald | 3 |
| Hines | 5 |
| Inland Private Capital | 5 |
Offerings that name Private Client Services, LLC
Active (1)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
$107.6MMar 9, 2026
Historical (15)
$590.6MDec 15, 2025
Historical
$199.8MMay 29, 2025
Sold out
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025Historical
$124.7MFeb 14, 2024
Sold out
$27.6MFeb 13, 2023
Historical
$32.6MSep 20, 2022
Historical
$28.5MAug 30, 2022
Historical
$164.0MAug 17, 2022
Sold out
$58.5MJun 28, 2022
Historical
$69.8MMay 23, 2022
Historical
$19.6MMay 19, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
Data updated Oct 15, 2026