EFDID: 424038EFD: View Filing

Issuer: CX Liberty Mill, DST (0001898733) - D/A

Accession: 0001898733-22-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001898733
  • Entity Name:
    CX Liberty Mill, 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 Liberty Mill Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Liberty Mill Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    01/25/2022
  • First Sale Date:
    12/16/2021
  • Offering Amount:
    $65,885,176
  • Amount Sold:
    $41,049,006
  • Amount Remaining:
    $24,836,170
  • 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, MA, MD, NH, NJ, NM, OR, PA, RI, TX, UT, WI, WY
Inactive:CO, IL, NE, NV, TN, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Stacey Morimoto 4420782 Stax Capital 300607 CA, NV, OR
Anthony Brown 6900485 Stax Capital 300607 CA, NV
Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 FL, NJ
Robert Horning 2311640 McDermott Investment Services, LLC 154926 CA
Adam Bryan 5443986 McDermott Investment Services, LLC 154926 CA
David Levinson 705929 American Trust Investment Services, Inc. 3001 CA, FL
Roger Bowlin 1905652 Aurora Securities 46147 CA, TN, WA
Jason Finley 6602034 Stax Capital 300607 CA, OR
Quinn Morimoto 7140545 Stax Capital 300607 CA, OR
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 CA, FL
Edwin Suzuki 4851317 Westpark Capital, Inc. 39914 CA
Randy Barmache 4607939 American Trust Investment Services, Inc. 3001 NH
Edward Fernandez 2956661 Capulent LLC 155155 MA
Jason Pueschel 2257351 Patrick Capital Markets, LLC 16518 MA
Christopher Zehner 4228224 Purshe Kaplan Sterling Investments 35747 PA
Joe Quartucci 4522516 Kalos Capital, Inc. 44337 TX
Terence Taylor 5269151 Kalos Capital, Inc. 44337 TX
Rob Johnson 4318220 Thornhill Securities, Inc. 22333 CA
Sandy Simmons 1018907 Patrick Capital Markets, LLC 16518 WA
Eric Kuchherzki 2529623 Centaurus Financial, Inc. 30833 CA
Leslie Pappas 1735372 Lightpath Capital, Inc. 34617 CA
Preston Charlton 2135631 Wealthforge Securities, LLC 152550 MD
Concorde Investment Services, LLC 151604 None None CA, CO, FL, NM
Emerson Equity LLC 130032 None None AZ, CA, CO, FL, ME
DFPG Investments, LLC 155576 None None CA, NY, OR, VT
Carmine Galimi 3265523 Growth Capital Services, Inc. 124658 IL
Less Anderson 873403 Wilson-Davis & Co., Inc. 3777 UT
David Kangas 6591398 Wealthforge Securities, LLC 152550 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Liberty Mill, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2022-01-25
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Apr. 11, 2022 424038: 0001898733-22-000011 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $65,885,176
D/A Apr. 01, 2022 424038: 0001898733-22-000010 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $63,473,559
Remaining: $2,411,617
D/A Mar. 21, 2022 424038: 0001898733-22-000009 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $62,746,205
Remaining: $3,138,971
D/A Mar. 10, 2022 424038: 0001898733-22-000008 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $61,633,995
Remaining: $4,251,181
D/A Mar. 01, 2022 424038: 0001898733-22-000007 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $59,050,393
Remaining: $6,834,783
D/A Feb. 22, 2022 424038: 0001898733-22-000006 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $56,392,601
Remaining: $9,492,575
D/A Feb. 14, 2022 424038: 0001898733-22-000005 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $55,115,631
Remaining: $10,769,545
D/A Feb. 02, 2022 424038: 0001898733-22-000004 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $42,158,734
Remaining: $23,726,442
D/A Jan. 25, 2022 424038: 0001898733-22-000003 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $41,049,006
Remaining: $24,836,170
D/A Jan. 19, 2022 424038: 0001898733-22-000002 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $35,394,326
Remaining: $30,490,850
D/A Jan. 11, 2022 424038: 0001898733-22-000001 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $19,870,785
Remaining: $46,014,391
D Dec. 29, 2021 424038: 0001898733-21-000001 CX Liberty Mill, DST
Offer Amount: $65,885,176
Amount Sold: $7,511,486
Remaining: $58,373,690