Invest Direct Management
DST Sponsor · SEC filing history and documented Program outcomes
Website not on recordSponsor-reported, from SEC filings and cited sources.
What is on this sponsor’s record?
1 program on record; a record card needs 3.
The Programs remain public below while this sponsor builds enough filing history for a Record Card.
Which Programs are on the record?
A Program is one filing-level offering record associated with this Sponsor. Results are public and stay next to their source.
Active offerings
Active means the sponsor’s SEC filings show the offering still raising money. It does not confirm you can still buy in.
No active offerings are on record for this sponsor.
Who is behind this record?
Invest Direct Management is the sponsor name attached to one tracked Delaware statutory trust program, Invest Direct Storage I, DST, which carries SEC Central Index Key 1829457 and a first filing year of 2020. An October 22, 2020 filing for that program names ID Management LLC and Wellings Capital Management LLC as executive officers and managers of the sponsor, with Matthew Ricciardella managing ID Management LLC and Paul Moore and Benjamin Kahle managing Wellings Capital Management LLC. Wellings Capital's investments page lists Invest Direct Storage I DST as a self-storage program pursuing tax deferral and income.
Sponsor-stated figures are as reported by the sponsor.Sources: Top1031 sponsor record · Wellings Capital · sec.gov
Tracked DST program
Invest Direct Management's tracked Delaware statutory trust activity consists of one program, Invest Direct Storage I, DST, which carries SEC Central Index Key 1829457 and a first filing year of 20201. Wellings Capital's investments page lists that program with an asset type of self-storage and a strategy of tax deferral and income2.
Management structure named in the 2020 filing
An October 22, 2020 SEC filing for the program names ID Management LLC and Wellings Capital Management LLC as executive officers and managers of the sponsor3. The same filing identifies Matthew Ricciardella as manager of ID Management LLC and Paul Moore and Benjamin Kahle as managers of Wellings Capital Management LLC3.
Show sources (3)Hide sources (3)
- Top1031 sponsor record ↗
- Wellings Capital ↗Sponsor disclosure
- sec.gov ↗Public record
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