EFDID: 407109EFD: View Filing

Issuer: CX Highland, DST (0001889361) - D/A

Accession: 0001889361-21-000005 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001889361
  • Entity Name:
    CX Highland, 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 Highland Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Highland Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    12/16/2021
  • First Sale Date:
    10/28/2021
  • Offering Amount:
    $36,155,575
  • Amount Sold:
    $15,124,612
  • Amount Remaining:
    $21,030,963
  • 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:CA, CT, MA, MD, MO, NC, NJ, PA, TX, WI, WY
Inactive:GA, IL, MT, NV, TN, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Robert Boggess 5007422 Great Point Capital LLC 114203 CA
Jordan Colman 5860708 Purshe Kaplan Sterling Investments 35747 CA
Kurt Volker 5495090 Purshe Kaplan Sterling Investments 35747 CA
Nathan Kuhn 4624143 DAI Securities, LLC 36673 IL
Steve Haskell 6864948 Growth Capital Services, Inc. 124658 CA
Roger Bowlin 1905652 Aurora Securities 46147 WA
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 CA
Scott Sheehan 2328614 DFPG Investments, LLC 155576 NY
Cory Thomas 4234748 McDermott Investment Services, LLC 154926 AZ
Daniel Raupp 4079107 Concorde Investment Services, LLC 151604 FL, TX
Christina Nielson 4866971 DAI Securities, LLC 36673 CA, NV
Don Meredith 1867703 Lightpath Capital, Inc. 34617 CA
Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 TX
Ed Fernandez 2956661 Capulent LLC 155155 MO
Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 FL
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Highland, 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 Apr. 01, 2022 407109: 0001889361-22-000007 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $36,155,575
D/A Mar. 21, 2022 407109: 0001889361-22-000006 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $36,127,366
Remaining: $28,209
D/A Feb. 22, 2022 407109: 0001889361-22-000005 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $35,896,356
Remaining: $259,219
D/A Feb. 14, 2022 407109: 0001889361-22-000004 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $35,656,356
Remaining: $499,219
D/A Feb. 02, 2022 407109: 0001889361-22-000003 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $35,519,956
Remaining: $635,619
D/A Jan. 19, 2022 407109: 0001889361-22-000002 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $34,043,983
Remaining: $2,111,592
D/A Jan. 11, 2022 407109: 0001889361-22-000001 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $31,139,622
Remaining: $5,015,953
D/A Dec. 29, 2021 407109: 0001889361-21-000007 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $24,044,035
Remaining: $12,111,540
D/A Dec. 22, 2021 407109: 0001889361-21-000006 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $18,945,114
Remaining: $17,210,461
D/A Dec. 16, 2021 407109: 0001889361-21-000005 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $15,124,612
Remaining: $21,030,963
D/A Dec. 08, 2021 407109: 0001889361-21-000004 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $13,173,727
Remaining: $22,981,848
D/A Dec. 02, 2021 407109: 0001889361-21-000003 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $9,362,756
Remaining: $26,792,819
D/A Nov. 23, 2021 407109: 0001889361-21-000002 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $3,811,827
Remaining: $32,343,748
D Nov. 09, 2021 407109: 0001889361-21-000001 CX Highland, DST
Offer Amount: $36,155,575
Amount Sold: $3,139,004
Remaining: $33,016,571