EFDID: 478153EFD: View Filing

Issuer: JLLX Ardenwood II, DST (0001966560) - D/A

Accession: 0001966560-23-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • Entity Name:
    JLLX Ardenwood II, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2023)
  • Address:
    333 WEST WACKER DRIVE, SUITE 2300
    CHICAGO, IL 60606
  • Persons:
    Related Persons 3
    N/A JLL Exchange TRS, LLC
    Promoter 
    Sponsor of Issuer
    N/A LaSalle Investment Management, Inc.
    Promoter 
    Sponsor of Issuer
    Gregory A. Falk
    Executive Officer
EDGAR: Offering Information
  • Accession Date:
    07/06/2023
  • First Sale Date:
    04/24/2023
  • Offering Amount:
    $56,724,512
  • Amount Sold:
    $23,769,139
  • Amount Remaining:
    $32,955,373
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices

Notices found in EFD

Filed:CA, CT, DE, HI, ID, MA, MD, MI, NC, NJ, NM, OH, OR, PA, SD, TX, VA
Inactive:CO, GA, IL, MT, SC, TN, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
LaSalle Investment Management Distributors, LLC 157625 None None All States
JOSEPH P WERNER 6645379 LaSalle Investment Management Distributors, LLC 157625 All States
PATRICK EASTER 1368137 RBC CAPITAL MARKETS LLC 31194 MN, MO, OR, TX, FL, KS, NV, NY, VA, CO, MA, LA, NC, MD, ME, AZ, OH, TN, NJ, OK, CA
JASON MCMURTRY 2871788 CONCORDE INVESTMENT SERVICES, LLC 151604 HI, MO, IL, OR, TX, FL, NV, AK, WA, NY, CO, SD, MA, LA, NC, AZ, TN, ID, CA, DC, NM, UT
JAMES BASHAW 1251491 INDEPENDENT FINANCIAL GROUP, LLC 7177 PA, MA, TX, LA, MD, OH, GA, CO
DANIEL RAUPP 4079107 CONCORDE INVESTMENT SERVICES, LLC 151604 DE, TX, MA, MD, IA, ME, ID, MI, UT, MN, MO, IL, IN, MS, MT, AK, AL, VA, AR, NC, ND, NE, RI, AZ, NH, NJ, VT, NM, FL, NV, WA, NY, SC, SD, WI, OH, GA, CA, WV, WY, OR, KS, CO, KY, CT, PA, LA, TN, DC
SEAN WHALEN 4000934 CONCORDE INVESTMENT SERVICES, LLC 151604 DE, MO, TX, FL, WA, NY, CO, CT, MA, AZ, GA, NH, MI, NJ, CA, DC, NM
KYLE CAVANAUGH 6313953 MORGAN STANLEY 149777 TX, FL, NV, WA, NY, WI, MD, IA, OH, GA, MI, CA, MN, MO, IL, OR, IN, KS, AK, AL, CO, KY, AR, PA, LA, NC, AZ, TN, VT, NM
MICHAEL LATIMER 2893154 MORGAN STANLEY 149777 All States
RICHARD NELSON 4320851 MORGAN STANLEY 149777 TX, FL, NV, WA, NY, SC, WI, MA, MD, OH, GA, MI, OK, CA, UT, MN, MO, WY, IL, OR, MT, AK, AL, VA, CO, PA, LA, NC, AZ, NH, TN, NJ, VT, NM
THOMAS RISHOVD 2572728 MORGAN STANLEY 149777 TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, ME, OH, GA, MI, OK, CA, UT, MN, MO, IL, OR, IN, MT, KS, AL, VA, CO, KY, AR, CT, PA, LA, NC, ND, NE, RI, AZ, TN, NJ, VT, DC, NM
WILLIAM MUNDY 4199804 MORGAN STANLEY 149777 DE, TX, FL, NV, NY, MA, MD, ME, OH, GA, MI, CA, MO, IL, OR, MT, VA, CO, CT, PA, NC, NE, RI, AZ, TN, NJ, DC
WILLIAM CHRISTIAN 2930040 ROCKEFELLER FINANCIAL LLC 291361 All States
MARTI MARACHE 2393657 SANCTUARY SECURITIES INC 205 HI, TX, FL, WA, NY, SC, SD, WI, MA, OH, GA, ID, MI, OK, CA, UT, WV, MN, MO, IL, IN, AL, VA, CO, KY, CT, PA, LA, NC, RI, AZ, TN, NJ, DC, NM
MICHAEL EDMONDS 6233223 MORGAN STANLEY 149777 All States
SUSAN HOVANEC 1969275 RBC CAPITAL MARKETS LLC 31194 DE, TX, FL, WA, NY, SC, MA, MD, OH, GA, ID, MI, CA, MN, OR, VA, CO, PA, NC, RI, NH, TN, NJ, DC, NM
EHUD GERSTEN 7066119 EMERSON EQUITY LLC 130032 HI, WY, IL, TX, FL, MT, NV, WA, AL, NY, CO, CT, MA, MD, NE, AZ, GA, ID, CA, NM, UT
DANIEL RUBEN 5716704 INDEPENDENT FINANCIAL GROUP, LLC 7177 FL, WA, CA
KELLY H CLYDE 4825839 INDEPENDENT FINANCIAL GROUP, LLC 7177 HI, TX, FL, NV, WA, NY, SC, WI, MD, IA, GA, ID, MI, CA, UT, WY, IL, OR, AL, VA, CO, NC, NE, AZ, TN, NJ, DC, NM
JASON BENTLEY 7064127 JANNEY MONTGOMERY SCOTT LLC 463 AR, DE, PA, FL, MD, GA, NY, NJ, NM
KURT EVAN MEYER 1563445 MORGAN STANLEY 149777 HI, TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, OH, GA, ID, MI, OK, CA, UT, MN, MO, IL, OR, IN, MT, KS, AK, AL, VA, CO, AR, CT, PA, NC, RI, AZ, TN, NJ, VT, DC, NM
MICHAEL YEN 4248591 MORGAN STANLEY 149777 DE, HI, WY, IL, OR, TX, IN, FL, NV, WA, NY, CO, PA, LA, AZ, GA, ID, NJ, CA, UT
STEPHEN BARTOLI 4005464 MORGAN STANLEY 149777 DE, HI, TX, FL, WA, NY, SC, WI, MA, MD, ME, OH, GA, ID, MI, OK, CA, UT, WV, MN, MO, IL, OR, IN, KS, AL, VA, CO, KY, AR, CT, PA, LA, NC, NE, RI, AZ, NH, TN, NJ, VT, DC
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Ardenwood II, DSTGregory A. FalkGregory A. FalkVice President of Issuer's Manager2023-06-30
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Sep. 12, 2025 478153: 0001984855-25-000004 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $56,724,512
D/A Nov. 13, 2023 478153: 0001966560-23-000007 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $52,535,631
Remaining: $4,188,881
D/A Sep. 05, 2023 478153: 0001966560-23-000006 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $50,351,342
Remaining: $6,373,170
D/A Aug. 18, 2023 478153: 0001966560-23-000005 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $43,397,897
Remaining: $13,326,615
D/A Aug. 08, 2023 478153: 0001966560-23-000004 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $34,652,956
Remaining: $22,071,556
D/A Jul. 06, 2023 478153: 0001966560-23-000003 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $23,769,139
Remaining: $32,955,373
D/A May. 11, 2023 478153: 0001966560-23-000002 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $849,139
Remaining: $55,875,373
D Mar. 20, 2023 478153: 0001966560-23-000001 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Remaining: $56,724,512