EFDID: 478151EFD: View Filing

Issuer: JLLX Ardenwood I, DST (0001966563) - D/A

Accession: 0001966563-23-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001966563
  • Entity Name:
    JLLX Ardenwood I, 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:
    $32,754,881
  • Amount Sold:
    $14,356,108
  • Amount Remaining:
    $18,398,773
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View 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 AZ, CA, CO, FL, KS, LA, ME, MD, MA, MN, MO, NV, NJ, NY, NC, OH, OK, OR, TN, TX, VA
JASON MCMURTRY 2871788 CONCORDE INVESTMENT SERVICES, LLC 151604 AK, AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MO, NV, NM, NY, NC, OR, SD, TN, TX, UT, WA
JAMES BASHAW 1251491 INDEPENDENT FINANCIAL GROUP, LLC 7177 CO, GA, LA, MD, MA, OH, PA, TX
DANIEL RAUPP 4079107 CONCORDE INVESTMENT SERVICES, LLC 151604 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
SEAN WHALEN 4000934 CONCORDE INVESTMENT SERVICES, LLC 151604 AZ, CA, CO, CT, DE, DC, FL, GA, MA, MI, MO, NH, NJ, NM, NY, TX, WA
KYLE CAVANAUGH 6313953 MORGAN STANLEY 149777 AL, AK, AZ, AR, CA, CO, FL, GA, IL, IN, IA, KS, KY, LA, MD, MI, MN, NV, NM, NY, NC, OH, OR, PA, TN, TX, VT, WA, WI
MICHAEL LATIMER 2893154 MORGAN STANLEY 149777 All States
RICHARD NELSON 4320851 MORGAN STANLEY 149777 AL, AK, AZ, CA, CO, FL, GA, IL, LA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI, WY
THOMAS RISHOVD 2572728 MORGAN STANLEY 149777 AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI
WILLIAM MUNDY 4199804 MORGAN STANLEY 149777 AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, MO, MT, NE, NV, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA
WILLIAM CHRISTIAN 2930040 ROCKEFELLER FINANCIAL LLC 291361 All States
MARTI MARACHE 2393657 SANCTUARY SECURITIES INC 205 AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NM, NY, NC, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI
MICHAEL EDMONDS 6233223 MORGAN STANLEY 149777 All States
SUSAN HOVANEC 1969275 RBC CAPITAL MARKETS LLC 31194 CA, CO, DC, FL, GA, ID, MD, MA, MI, MN, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, VA, WA
EHUD GERSTEN 7066119 EMERSON EQUITY LLC 130032 AL, AZ, CA, CO, CT, FL, GA, HI, ID, MD, MA, MT, NE, NV, NM, NY, TX, UT, WA
DANIEL RUBEN 5716704 INDEPENDENT FINANCIAL GROUP, LLC 7177 CA, FL, WA
KELLY H CLYDE 4825839 INDEPENDENT FINANCIAL GROUP, LLC 7177 AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IA, MD, MI, NE, NV, NJ, NM, NY, NC, OR, SC, TN, TX, UT, VA, WA, WI, WY
JASON BENTLEY 7064127 JANNEY MONTGOMERY SCOTT LLC 463 AR, DE, FL, GA, MD, NJ, NM, NY, PA
KURT EVAN MEYER 1563445 MORGAN STANLEY 149777 AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI
MICHAEL YEN 4248591 MORGAN STANLEY 149777 AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, NV, NJ, NY, OR, PA, TX, UT, WA, WY
STEPHEN BARTOLI 4005464 MORGAN STANLEY 149777 AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, NE, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Ardenwood I, DSTGregory A. FalkGregory A. FalkVice President of the Signatory Trustee2023-06-30
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Sep. 12, 2025 478151: 0001984855-25-000003 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $32,754,881
D/A Nov. 13, 2023 478151: 0001966563-23-000007 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $30,380,892
Remaining: $2,373,989
D/A Sep. 05, 2023 478151: 0001966563-23-000006 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $29,119,601
Remaining: $3,635,280
D/A Aug. 18, 2023 478151: 0001966563-23-000005 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $25,104,419
Remaining: $7,650,462
D/A Aug. 08, 2023 478151: 0001966563-23-000004 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $20,892,640
Remaining: $11,862,241
D/A Jul. 06, 2023 478151: 0001966563-23-000003 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $14,356,108
Remaining: $18,398,773
D/A May. 11, 2023 478151: 0001966563-23-000002 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Amount Sold: $490,325
Remaining: $32,264,556
D Mar. 20, 2023 478151: 0001966563-23-000001 JLLX Ardenwood I, DST
Offer Amount: $32,754,881
Remaining: $32,754,881