EFDID: 489229EFD: View Filing

Issuer: AX DG San Antonio, DST (0001979731) - D/A

Accession: 0001979731-25-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001979731
  • Entity Name:
    AX DG San Antonio, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2023)
  • Address:
    9 WEST 57TH STREET
    42ND FLOOR
    NEW YORK, NY 10019
  • Persons:
    Related Persons 23
    N/A Apollo RE Exchange, LLC
    Executive Officer 
    Sponsor of the Issuer
    N/A AX Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A AX I Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
    Nari Na
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Scott Kleinman
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    James Zelter
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Matthew Breitfelder
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Brian Carney
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Whitney Chatterjee
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Heather Glatter
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Benjamin Israel
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Martin Kelly
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    William Kuesel
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Mandee Lee
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Yael Levy
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Jessica Lomm
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Catherine Mullarney
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Katherine Newman
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Stuart Rothstein
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Loretta Shaw-Lorello
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Stefanie Sundel
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Shari Verschell
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
    Johannes Worsoe
    Executive Officer 
    Executive Officer of the Manager and Signatory Trustee of the Issuer
EDGAR: Offering Information
  • Accession Date:
    05/22/2025
  • First Sale Date:
    06/22/2023
  • Offering Amount:
    $38,670,000
  • Amount Sold:
    $35,043,270
  • Amount Remaining:
    $3,626,730
  • Exemptions:
    Investment Company Act Section 3(c) , Section 3(c)(5), 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:AR, AZ, CA, IA, ID, IN, KS, MA, MD, NC, NJ, NV, OR, PA, TX, UT, VA, WA, WI
Inactive:IL
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Scott Spencer 2384319 Realized Financial, Inc. 22333 CA, NY, WA, WI
Stephanie Elliott 2476636 Realized Financial, Inc. 22333 AZ, FL, IL, MD, MA, NY, PA, TX, UT
Gabriel Medina 5061047 Realized Financial, Inc. 22333 CA, TX
Michael Karalewich 2910052 Nationwide Planning Assoicates Inc. 31029 NJ, NY
Brian Ragen 1822796 Concorde Investment Services, LLC 151604 CA, FL, NV
Ehud Gersten 7066119 Arkadios Capital 282710 CA
Lisa Garza 2576056 Concorde Investment Services, LLC 151604 AZ
Jacob Driver 7738978 Concorde Investment Services, LLC 151604 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
AX DG San Antonio, DST/s/ Nari NaNari NaVice President of Manager and Signatory Trustee of Issuer2025-05-22
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Jul. 02, 2025 489229: 0001979731-25-000004 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $38,670,000
D/A May. 22, 2025 489229: 0001979731-25-000003 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $35,043,270
Remaining: $3,626,730
D/A Apr. 17, 2025 489229: 0001979731-25-000002 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $31,296,301
Remaining: $7,373,699
D/A Feb. 28, 2025 489229: 0001979731-25-000001 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $27,000,439
Remaining: $11,669,561
D/A Dec. 27, 2024 489229: 0001979731-24-000003 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $20,343,426
Remaining: $18,326,574
D/A Mar. 27, 2024 489229: 0001979731-24-000002 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $10,382,799
Remaining: $28,287,201
D/A Feb. 07, 2024 489229: 0001979731-24-000001 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $9,345,574
Remaining: $29,324,426
D/A Dec. 19, 2023 489229: 0001979731-23-000003 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $2,023,210
Remaining: $36,646,790
D/A Aug. 29, 2023 489229: 0001979731-23-000002 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $464,017
Remaining: $38,205,983
D Jul. 06, 2023 489229: 0001979731-23-000001 AX DG San Antonio, DST
Offer Amount: $38,670,000
Amount Sold: $269,544
Remaining: $38,400,456