EFDID: 478151EFD: View Filing

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

Accession: 0001966563-23-000007 (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:
    11/13/2023
  • First Sale Date:
    04/24/2023
  • Offering Amount:
    $32,754,881
  • Amount Sold:
    $30,380,892
  • Amount Remaining:
    $2,373,989
  • 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 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, 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, ND, 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 MN, OR, TX, FL, WA, NY, VA, CO, SC, PA, MA, NC, MD, RI, OH, GA, NH, TN, ID, MI, NJ, CA, DC, NM
EHUD GERSTEN 7066119 EMERSON EQUITY LLC 130032 HI, 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
Brian Addington 2882035 RBC Capital Markets LLC 31194 DE, HI, TX, FL, NV, WA, NY, SD, MA, OH, GA, ID, MI, CA, WY, IL, OR, IN, KS, VA, CO, NC, AZ, NJ, DC
Caleb Sams 7159458 Commonwealth Financial Network 8032 SC, MO, TX, NC, FL, MS, AZ, GA, TN, AL, CO, KY
Carlos Duque 5607485 Morgan Stanley 149777 MN, OR, TX, FL, MS, WA, VA, CO, WI, NC, NE, AZ, NH, NJ, CA, NM
Christopher Michael Vizzi 5095868 Independent Financial Group, LLC 7717 WY, IL, OR, TX, NC, FL, NV, AZ, TN, WA, NY, CA
Christian Finley 7036835 Morgan Stanley 149777 DE, TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, ME, OH, GA, MI, OK, CA, UT, MN, MO, WY, IL, OR, IN, KS, VA, CO, KY, AR, CT, PA, LA, NC, NE, AZ, TN, NJ, DC, NM
Christopher Dolt 4158560 Morgan Stanley 149777 TX, FL, NY, SC, WI, MA, MD, ME, OH, GA, OK, CA, WV, MO, OR, IN, AL, VA, CO, KY, AR, CT, PA, NC, NE, AZ, TN, NM
David Leifer 1558612 Morgan Stanley 149777 DE, PR, TX, FL, NV, WA, NY, SC, MA, MD, OH, GA, MI, CA, UT, MO, IL, VA, CO, CT, PA, NC, RI, AZ, TN, NJ, DC
Ernest Dean Jr. 2223858 Morgan Stanley 149777 DE, TX, FL, WA, NY, WI, MA, MD, ME, OH, GA, MI, CA, UT, WV, MN, MO, IL, OR, IN, KS, AL, VA, CO, KY, AR, CT, PA, NC, RI, AZ, NH, TN, NJ, VT
Kay Pfleghardt 6225691 Commonwealth Financial Network 8032 TX, IN, FL, NY, SC, CT, PA, MA, NC, MD, GA, TN, CA, VT, DC
Kevin Kensinger 5859757 Concorde Investment Services, LLC 151604 OR, TX, FL, MT, NV, WA, NY, VA, CO, MA, AZ, GA, ID, CA
Kurt Neddenriep 2723394 Morgan Stanley 149777 All States
Matthew Lacour 5244881 Morgan Stanley 149777 MO, WY, TX, FL, KS, AL, NY, VA, CO, LA, NC, MD, OH, GA, TN, ID, OK, CA
Paul Leach 4952675 Rockfeller Financial LLC 291361 HI, MN, MO, TX, IN, FL, WA, NY, KY, MA, LA, MD, ME, AZ, GA, CA
Peyton Cook 5135780 Morgan Stanley 149777 PR, TX, FL, NV, WA, NY, SC, WI, MD, GA, OK, WV, MN, WY, MS, KS, VA, CO, AR, CT, PA, LA, NC, AZ, TN, NJ, DC
Ryan Rupert 4242479 Morgan Stanley 149777 All States
Ryan Wroblewski 6158332 Morgan Stanley 149777 All States
Zachary Sobel 4195211 Morgan Stanley 149777 TX, FL, WA, NY, SC, MA, MD, OH, GA, MI, CA, UT, IL, OR, IN, KS, AK, VA, CO, KY, AR, CT, PA, LA, NC, RI, AZ, NJ, VT, NM
ETHAN LINDBLOOM 4072349 JANNEY MONTGOMERY SCOTT LLC 463 DE, HI, TX, FL, WA, NY, SC, WI, MA, MD, OH, GA, ID, MI, CA, IL, OR, IN, MS, AL, VA, CO, KY, PA, NC, AZ, NJ, DC
IGNACIO MENDIVE 3261272 MORGAN STANLEY 149777 CT, FL, OH, NY, NJ, CA
KEN ANDERSON 5471426 MORGAN STANLEY 149777 HI, TX, FL, NV, WA, NY, SC, SD, MD, IA, GA, ID, MI, CA, UT, MN, WY, IL, OR, IN, MT, KS, CO, AZ, TN, NJ, NM
JEREMY SUTTON 5680461 RBC CAPITAL MARKETS LLC 31194 DE, PR, TX, FL, NV, WA, NY, WI, MA, MD, IA, OH, MI, CA, MN, WY, IL, IN, VA, CO, CT, NC, AZ, TN, NJ, DC
AMR TENNEY 5506866 REALIZED FINANCIAL, INC. 22333 DE, HI, 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, OK, CA, WV, WY, OR, KS, CO, KY, CT, PA, LA, TN, DC
MCKENNA DUNCAN 7310472 REALIZED FINANCIAL, INC. 22333 DE, HI, 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, OK, CA, WV, WY, OR, KS, CO, KY, CT, PA, LA, TN, DC
MICHAEL PARIS 5087636 COMMONWEALTH FINANCIAL NETWORK 8032 DE, HI, PR, TX, MA, MD, IA, ME, ID, MI, UT, MN, MO, IL, IN, MS, MT, AL, VA, AR, NC, ND, NE, RI, AZ, NH, NJ, VT, NM, FL, NV, WA, NY, SC, SD, WI, OH, GA, OK, CA, WV, WY, OR, KS, CO, KY, CT, PA, LA, TN, DC
MITCHELL GLICKSMAN 2580633 COMMONWEALTH FINANCIAL NETWORK 8032 DE, TX, FL, NV, WA, NY, SC, MA, MD, IA, ME, OH, GA, CA, UT, MN, MO, IL, OR, IN, VA, CO, CT, PA, LA, NC, AZ, NH, NJ, VT, DC
ROY PFLEGER II 5896655 DAI SECURITIES LLC 36673 OR, TX, FL, WA, NY, VA, CO, KY, MA, NC, MD, RI, AZ, GA, ID, MI, NJ, CA, VT, UT
SAM BERARDINO III 5341920 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, ME, OH, GA, ID, MI, CA, UT, MN, MO, IL, OR, IN, MT, KS, AL, VA, CO, AR, CT, PA, LA, NC, AZ, NH, NJ, VT, DC
ZAK KOFFLER 5687935 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, MA, MD, IA, ME, OH, GA, ID, MI, CA, UT, MN, MO, WY, IL, OR, IN, MT, KS, AL, VA, CO, KY, CT, PA, LA, NC, NE, RI, AZ, TN, NJ, DC, NM
WADE-MCCALLA PEETE INV GROUP 2601960 RBC CAPITAL MARKETS LLC 31194 HI, TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, ME, GA, ID, MI, OK, CA, UT, MN, MO, WY, IL, OR, MT, KS, AK, VA, CO, KY, PA, NC, ND, NE, RI, AZ, NH, NM
CHRISTINA NIELSON 4866971 DAI SECURITIES, LLC 36673 HI, TX, FL, NV, WA, NY, MA, IA, ME, OH, ID, MI, OK, CA, UT, OR, MT, CO, KY, AR, CT, PA, NC, AZ, NM
RONALD PHILLIPS 2823393 MORGAN STANLEY 149777 DE, HI, TX, NV, WA, MA, MD, OH, GA, ID, MI, CA, UT, WY, IL, OR, IN, KS, AK, VA, CO, CT, PA, NC, AZ, NH, NJ, VT
SCOTT BERK 2790714 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, OH, GA, ID, MI, OK, CA, UT, MN, MO, IL, OR, IN, KS, AK, AL, VA, CO, KY, AR, CT, PA, LA, NC, RI, AZ, NH, TN, NJ, DC, NM
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Ardenwood I, DSTGregory A. FalkGregory A. FalkVice President of the Signatory Trustee2023-10-30
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