Invest Direct Management
1 Program on record · filing history back to 2020 · 0 classified as raising now
Website not on recordSponsor-reported, from SEC filings and cited sources.
What the record shows
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.Evidence 123
Raising money now
Classified active by Top1031 from the SEC filings. That does not confirm an offering is still available to buy.
No active offerings are on record for this sponsor.
Programs on the record
A Program is the filing-level offering record associated with this sponsor. Published-result figures are shown only with sponsor attribution and adjacent sources.
Who they are
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 2020 1. Wellings Capital's investments page lists that program with an asset type of self-storage and a strategy of tax deferral and income 2.
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 sponsor 3. The same filing identifies Matthew Ricciardella as manager of ID Management LLC and Paul Moore and Benjamin Kahle as managers of Wellings Capital Management LLC 3.
Show sources (3)Hide sources (3)
- Top1031 sponsor record ↗Top1031-derived
- Wellings Capital ↗Sponsor disclosure
- sec.gov ↗Public record