EFDID: 384650EFD: View Filing

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

Accession: 0001872631-21-000015 (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:
    12/16/2021
  • First Sale Date:
    07/20/2021
  • Offering Amount:
    $67,319,313
  • Amount Sold:
    $67,319,313
  • 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 CA, FL, MN, WA
Nathan Kuhn 4624143 DAI Securities, LLC 36673 CA, IL, PA
Scott Sheehan 2328614 DFPG Investments, LLC 155576 DC, MA, NY
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 CA, IL
David Levinson 705929 American Trust Investment Services, Inc. 3001 AK, CA, FL
Ed Fernandez 2956661 Capulent LLC 155155 MO, NJ
Randy Barmache 4607939 American Trust Investment Services, Inc. 3001 CA
Amr Tenney 5506866 Thornhill Securities, Inc. 22333 CA
Deborah Stackpole 4969850 Stonecrest Capital Markets, Inc. 39616 NV
Edward Kasperavich 4970038 Stonecrest Capital Markets, Inc. 39616 NV
Mike Bendix 5379777 DFPG Investments, LLC 155576 CO
Luke Lofman 5718121 Patrick Capital Markets, LLC 16518 FL, TX
Jason Vanclef 5096529 American Trust Investment Services, Inc. 3001 CA
David Kangas 6591398 Wealthforge Securities, LLC 152550 NY
Amanda Steele 6566472 McDermott Investment Services, LLC 154926 NC
Concorde Investment Services, LLC 151604 None None AZ, CA, FL, MA, MO, OR
Quinn Morimoto 7140545 Stax Capital 300607 CA
Brad Watt 2565438 Patrick Capital Markets, LLC 16518 OR
Growth Capital Services, Inc. 124658 None None CA, CT, MA
Ivan West 4921015 American Trust Investment Services, Inc. 3001 IA, KY, MA, NY, UT
James Raine 2360466 DFPG Investments, LLC 155576 CO
Taylor Garrett 4829547 Orchard Securities, LLC 133378 UT
Vincent Bailey, Sr. 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 IL
Taylor Ashland 5732470 DFPG Investments, LLC 155576 OR
Peter Roberts 6982848 Wealthforge Securities, LLC 152550 TX
Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 CA, TX
Taylor Armstrong 6984140 Aurora Securities 46147 OR, WA
Christina Nielson 4866971 DAI Securities, LLC 36673 OR
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 CO, IA
Paul Gruman 4281475 RCX Capital Group, LLC 114290 NJ
Jack Creighton 1495897 DAI Securities, LLC 36673 FL, MA
Scott Offerman 4619093 TCFG Wealth Management, LLC 164153 NY
Peter Finnegan 1336798 Huntwicke Securities, LLC 146993 MA
Kalos Capital, Inc. 44337 None None AL, FL, TX
David Funes 5467419 Thornhill Securities, Inc. 22333 AZ, VA
Robert Horning 2311640 McDermott Investment Services, LLC 154926 CA
Sandy Simmons 1018907 Patrick Capital Markets, LLC 16518 CA
Lawrence Howard 6451974 RCX Capital Group, LLC 114290 IL
Emerson Equity LLC 130032 None None CA, CO, IL, TX
Robert Boggess 5007422 Great Point Capital LLC 114203 CA, CO
Brian Dolan 1376601 RCX Capital Group, LLC 114290 IL
John Bishop 866202 Patrick Capital Markets, LLC 16518 CO, DE
Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 VA
Jason Finley 6602032 Stax Capital 300607 CA
Lyndon Grey 1789083 Western International Securities, Inc. 39262 CA
Tim Clairmont 2847591 ClearFP Securities, LLC 312370 OR
Jeffrey Scott 2277984 Centaurus Financial, Inc. 30833 UT
Glen Keen 1342526 The Strategic Financial Alliance, Inc. 126514 GA
Robert Meyer 5262157 Berthel, Fisher & Company Financial Services, Inc. 13609 CA
Steven Kolinsky 1090913 The Strategic Financial Alliance, Inc. 126514 NY
Jacob Adams 4975889 Thornhill Securities, Inc. 22333 GA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Multifamily Portfolio, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2021-12-16
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