EFDID: 384650EFD: View Filing

Issuer: CX Multifamily Portfolio, DST (0001872631) - D/A

Accession: 0001872631-21-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001872631
  • Entity Name:
    CX Multifamily Portfolio, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2021)
  • Address:
    4890 WEST KENNEDY BOULEVARD
    SUITE 200
    TAMPA, FL 33609
  • Persons:
    Related Persons 4
    John E. Carter
    Executive Officer 
    President of the Manager of the Issuer
    N/A Carter Exchange Fund Management Company, LLC
    Executive Officer 
    Sponsor of the Issuer
    N/A CX Multifamily Portfolio Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Multifamily Portfolio Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    08/20/2021
  • First Sale Date:
    07/20/2021
  • Offering Amount:
    $67,319,313
  • Amount Sold:
    $14,811,892
  • Amount Remaining:
    $52,507,421
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity, Pooled Investment Fund
  • Sales Clarification:
    Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:AL, CA, CT, DC, DE, IA, KY, MA, MN, MO, NC, NJ, OR, PA, TX, UT, VA, WI
Inactive:AK, CO, GA, IL, MT, NV, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Stacey Morimoto 4420782 Stax Capital 300607 CA, NV, WA
Anthony Brown 6900485 Stax Capital 300607 CA, NV, WA
Roger Bowlin 1905652 Aurora Securities 46147 WA
Chay Lapin 6275140 Growth Capital Services, Inc. 124658 CA
Orrin Barrow 6784158 Growth Capital Services, Inc. 124658 CA
Zach Brough 5674690 Emerson Equity LLC 130032 CA
Benjamin Carmona 5120428 Emerson Equity LLC 130032 TX
Josh Stivers 5708565 Kalos Capital, Inc. 44337 TX
Robert Langhorst 1832998 Concorde Investment Services, LLC 151604 MO
Nathan Kuhn 4624143 DAI Securities, LLC 36673 IL
Scott Sheeham 2328614 DFPG Investments, LLC 155576 MA
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 CA
Alex Madden 7089201 Growth Capital Services, Inc. 124658 CT
David Levinson 705929 American Trust Investment Services, Inc. 3001 CA
Ed Fernandez 2956661 Capulent LLC 155155 MO
Jamie Furlong 6930080 Concorde Investment Services, LLC 151604 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Multifamily Portfolio, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2021-08-20
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Dec. 16, 2021 384650: 0001872631-21-000015 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $67,319,313
D/A Dec. 02, 2021 384650: 0001872631-21-000014 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $64,364,028
Remaining: $2,955,285
D/A Nov. 23, 2021 384650: 0001872631-21-000013 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $62,787,693
Remaining: $4,531,620
D/A Nov. 19, 2021 384650: 0001872631-21-000012 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $56,848,826
Remaining: $10,470,487
D/A Nov. 09, 2021 384650: 0001872631-21-000011 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $52,076,926
Remaining: $15,242,387
D/A Oct. 29, 2021 384650: 0001872631-21-000010 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $44,494,768
Remaining: $22,824,545
D/A Oct. 21, 2021 384650: 0001872631-21-000009 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $36,145,141
Remaining: $31,174,172
D/A Oct. 12, 2021 384650: 0001872631-21-000008 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $35,058,834
Remaining: $32,260,479
D/A Sep. 30, 2021 384650: 0001872631-21-000007 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $31,009,911
Remaining: $36,309,402
D/A Sep. 23, 2021 384650: 0001872631-21-000006 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $30,055,915
Remaining: $37,263,398
D/A Sep. 13, 2021 384650: 0001872631-21-000005 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $22,044,879
Remaining: $45,274,434
D/A Aug. 30, 2021 384650: 0001872631-21-000004 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $18,284,103
Remaining: $49,035,210
D/A Aug. 20, 2021 384650: 0001872631-21-000003 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $14,811,892
Remaining: $52,507,421
D/A Aug. 12, 2021 384650: 0001872631-21-000002 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $14,368,803
Remaining: $52,950,510
D Aug. 03, 2021 384650: 0001872631-21-000001 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $12,064,477
Remaining: $55,254,836