EFDID: 359177EFD: View Filing

Issuer: JLLX Penfield, DST (0001832909) - D/A

Accession: 0001832909-21-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • Entity Name:
    JLLX Penfield, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2020)
  • Address:
    333 W. WACKER DRIVE
    SUITE 2300

    CHICAGO, IL 60606
  • Persons:
    Related Persons 3
    N/A JLL Exchange TRS, LLC
    Executive Officer 
    Sponsor of the Issuer
    N/A LaSalle Investment Management, Inc.
    Executive Officer 
    Manager and Signatory Trustee
    Gregory A. Falk
    Executive Officer 
    Senior Vice President of the Signatory Trustee
EDGAR: Offering Information
  • Accession Date:
    11/12/2021
  • First Sale Date:
    12/15/2020
  • Offering Amount:
    $40,335,758
  • Amount Sold:
    $38,385,744
  • Amount Remaining:
    $1,950,014
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices

Notices found in EFD

Filed:CA, MA, MI, MN, NC, NJ, OR, WI
Inactive:NV
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
LaSalle Investment Management Distributors, LLC 157625 None None All States
Morgan Stanley 149777 None None CA, MA, MN, NJ, NC
Douglas K. MacFarlane 3201306 Robert W. Baird & Co. Incorporated 8158 CA
Jason L. McMurtry 2871788 Concorde Investment Services, LLC 151604 NV
Joseph G. Michaletz 1327534 DAI Securities, LLC 36673 MN, OR
Michael E. O'Toole 6336251 DAI Securities, LLC 36673 MN, OR
Christina S. Nielson 4866971 DAI Securities, LLC 36673 CA, NY
James J. Silbernagel 1503045 Concorde Investment Services, LLC 151604 WI
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Penfield, DST/s/ Gregory A. FalkGregory A. FalkSenior Vice President of the Signatory Trustee2021-11-12
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Nov. 12, 2021 359177: 0001832909-21-000001 JLLX Penfield, DST
Offer Amount: $40,335,758
Amount Sold: $38,385,744
Remaining: $1,950,014
D Dec. 29, 2020 359177: 0001832909-20-000001 JLLX Penfield, DST
Offer Amount: $40,335,758
Amount Sold: $1,115,274
Remaining: $39,220,484