EFDID: 550104EFD: View Filing

Issuer: JLLX Diversified 9, DST (0002058039) - D/A

Accession: 0002058039-25-000007 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0002058039
  • Entity Name:
    JLLX Diversified 9, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2025)
  • Address:
    333 WEST WACKER DRIVE
    SUITE 2300
    CHICAGO, IL 60606
  • Persons:
    Related Persons 3
    N/A JLL Exchange TRS, LLC
    Executive Officer 
    Sponsor of the Issuer
    N/A LaSalle Investment Management, Inc.
    Executive Officer 
    Manager and Signatory Trustee
    Gregory A. Falk
    Executive Officer 
    Executive Vice President of the Signatory Trustee
EDGAR: Offering Information
  • Accession Date:
    05/27/2025
  • First Sale Date:
    03/07/2025
  • Offering Amount:
    $168,451,336
  • Amount Sold:
    $120,514,284
  • Amount Remaining:
    $47,937,052
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:AK, AL, AR, AZ, CA, CO, CT, GA, HI, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Inactive:IL
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
LaSalle Investment Management Distributors, LLC 157625 None None All States
John Phipps 1222953 Janney Montgomery Scott LLC 463 VA
Kevin Smith 4422934 Janney Montgomery Scott LLC 463 PA
John C. Rapport 5748254 Rockefeller Financial LLC 291361 NJ
Preston Daniels 5067103 Robert W. Baird & Co., Incorporated 8158 CA
Charles W. Hartford 5707853 Rockefeller Financial LLC 291361 CA
William Baugh 2177490 RBC Capital Markets, LLC 31194 RI
Nicholas Paul Abbott 4818301 Independent Financial Group, LLC 7717 HI
Christina S. Nielson 4866971 DAI Securities, LLC 36673 CA
Austin Verity 2180858 Oppenheimer & Co. Inc. 249 MD
Jason Burkett 4788149 RBC Capital Markets, LLC 31194 KS
David Schrager 4439834 RBC Capital Markets, LLC 31194 CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated 7691 None None CA, FL, GA, LA, MD, MA, MI, MO, NM, NY, NC, PA, TN, TX, UT, VA
Brianna Gieselman 7570195 Realized Financial, Inc. 22333 CA
Morgan Stanley 149777 None None CA, FL, IL, MD, NH, NJ, NM, NY, NC, OR, RI, TX, WI
Joseph Nugent 4019776 Arkadios Capital 282710 VA
Yanni Diamond 4513328 Commonwealth Financial Network 8032 MA
Eric Elek 3062911 Commonwealth Financial Network 8032 TX
Robert Clayton Schmidt 6920482 Realized Financial, Inc. 22333 WA
Concorde Investment Services, LLC 151604 None None CA, MA, OR
LPL Financial LLC 6413 None None AR, FL, HI, MN, NE
Robert Shealy 2434417 Janney Montgomery Scott LLC 463 SC
Giulia A. Laplante 7124233 RBC Capital Markets, LLC 31194 CO, KS
Harry Joseph Kennedy 6135795 Janney Montgomery Scott LLC 463 PA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Diversified 9, DST/s/ Gregory A. FalkGregory A. FalkExecutive Vice President of the Signatory Trustee2025-05-27
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Jul. 28, 2025 550104: 0002058039-25-000009 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $156,563,376
Remaining: $11,887,960
D/A Jun. 10, 2025 550104: 0002058039-25-000008 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $148,534,801
Remaining: $19,916,535
D/A May. 27, 2025 550104: 0002058039-25-000007 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $120,514,284
Remaining: $47,937,052
D/A May. 12, 2025 550104: 0002058039-25-000006 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $95,077,810
Remaining: $73,373,526
D/A Apr. 29, 2025 550104: 0002058039-25-000005 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $60,304,708
Remaining: $108,146,628
D/A Apr. 15, 2025 550104: 0002058039-25-000004 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $27,441,644
Remaining: $141,009,692
D/A Apr. 01, 2025 550104: 0002058039-25-000003 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $17,019,631
Remaining: $151,431,705
D Mar. 17, 2025 550104: 0002058039-25-000002 JLLX Diversified 9, DST
Offer Amount: $168,451,336
Amount Sold: $6,023,568
Remaining: $162,427,768