EFDID: 431036EFD: View Filing

Issuer: CX Heritage, DST (0001909934) - D/A

Accession: 0001909934-22-000007 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001909934
  • Entity Name:
    CX Heritage, 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 Heritage Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Heritage Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    04/18/2022
  • First Sale Date:
    02/02/2022
  • Offering Amount:
    $26,712,757
  • Amount Sold:
    $26,677,232
  • Amount Remaining:
    $35,525
  • 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, ID, KS, MA, MD, MN, MO, NH, NJ, OR, PA, TX, UT, VA
Inactive:IL, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Roger Bowlin 1905652 Aurora Securities 46147 CA, WA
John Cunicella 1549354 Great Point Capital LLC 114203 IL
Scott Sheehan 2328614 DFPG Investments, LLC 155576 FL, MA, NJ, NY, PA, UT, VT, VA, WA
Stacey Morimoto 4420782 Stax Capital 300607 CA, OR
Jason Finley 6602034 Stax Capital 300607 CA, OR
Amr Tenney 5506866 Thornhill Securities, Inc. 22333 FL, WA
Corbin Thomas 4234748 McDermott Investment Services, LLC 154926 AZ, CA
Kim Kunz 718618 Westpark Capital, Inc. 39914 CA
Quinn Morimoto 7140545 Stax Capital 300607 CA
Edward Fernandez 2956661 Capulent LLC 155155 CA, NJ
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 CA
Taylor Ashland 5732470 DFPG Investments, LLC 155576 OR
Mike Bendix 5379777 DFPG Investments, LLC 155576 CA
Nathan Kuhn 4624143 DAI Securities, LLC 36673 IL, MN
Christina Nielson 4866971 DAI Securities, LLC 36673 CA
Anthony Brown 6900485 Stax Capital 300607 CA
Carmine Galimi 3265523 FNEX Capital, LLC 166316 MD
Randy Barmache 4607939 American Trust Investment Services, Inc. 3001 NH
Jessica Healy 6589558 Metropolitan Capital Investment Banc, Inc. 148820 ID, NH
Chay Lapin 6275140 FNEX Capital, LLC 166316 MA
David Kangas 6591398 Wealthforge Securities, LLC 152550 NY
Joseph Michaletz 1327534 DAI Securities, LLC 36673 MN, TX
Mike O'Toole 6336251 DAI Securities, LLC 36673 MN, TX
Orrin Barrow 6784158 FNEX Capital, LLC 166316 CA
Dan Werry 4721789 Emerson Equity LLC 130032 IL
Betty Friant 2122446 FNEX Capital, LLC 166316 VA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Heritage, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2022-04-18
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A May. 09, 2022 431036: 0001909934-22-000008 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $26,712,757
D/A Apr. 18, 2022 431036: 0001909934-22-000007 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $26,677,232
Remaining: $35,525
D/A Apr. 01, 2022 431036: 0001909934-22-000006 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $22,662,473
Remaining: $4,050,284
D/A Mar. 21, 2022 431036: 0001909934-22-000005 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $19,598,311
Remaining: $7,114,446
D/A Mar. 10, 2022 431036: 0001909934-22-000004 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $16,652,370
Remaining: $10,060,387
D/A Mar. 01, 2022 431036: 0001909934-22-000003 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $10,727,107
Remaining: $15,985,650
D/A Feb. 22, 2022 431036: 0001909934-22-000002 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $6,883,532
Remaining: $19,829,225
D Feb. 14, 2022 431036: 0001909934-22-000001 CX Heritage, DST
Offer Amount: $26,712,757
Amount Sold: $6,283,532
Remaining: $20,429,225