Form D Raw Data - Electronic Filing Depository

EFDID: 521854EFD: Raw Data

Issuer: JLLX North Andover Apartments, DST (0002022719) - D/A

Accession: 0002022719-24-000011 () (EDGAR Files) (Form D)

Edgar Posted: Nov. 26, 2024
EFD Posted: Nov. 26, 2024

- < edgarSubmission >

< schemaVersion > X0708 </ schemaVersion >

< submissionType > D/A </ submissionType >

< testOrLive > LIVE </ testOrLive >

- < primaryIssuer >

< cik > 0002022719 </ cik >

< entityName > JLLX North Andover Apartments, DST </ entityName >

- < issuerAddress >

< street1 > 333 WEST WACKER DRIVE </ street1 >

< street2 > SUITE 2300 </ street2 >

< city > CHICAGO </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60606 </ zipCode >

</ issuerAddress >

< issuerPhoneNumber > (312) 897-4000 </ issuerPhoneNumber >

< jurisdictionOfInc > DELAWARE </ jurisdictionOfInc >

- < issuerPreviousNameList >

< value > None </ value >

</ issuerPreviousNameList >

- < edgarPreviousNameList >

< value > None </ value >

</ edgarPreviousNameList >

< entityType > Other </ entityType >

< entityTypeOtherDesc > Statutory Trust </ entityTypeOtherDesc >

- < yearOfInc >

< withinFiveYears > true </ withinFiveYears >

< value > 2024 </ value >

</ yearOfInc >

</ primaryIssuer >

- < relatedPersonsList >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > N/A </ firstName >

< lastName > JLL Exchange TRS, LLC </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 333 West Wacker Drive </ street1 >

< street2 > Suite 2300 </ street2 >

< city > Chicago </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60606 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Sponsor of the Issuer </ relationshipClarification >

</ relatedPersonInfo >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > N/A </ firstName >

< lastName > LaSalle Investment Management, Inc. </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 333 West Wacker Drive </ street1 >

< street2 > Suite 2300 </ street2 >

< city > Chicago </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60606 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Manager and Signatory Trustee </ relationshipClarification >

</ relatedPersonInfo >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > Gregory </ firstName >

< middleName > A. </ middleName >

< lastName > Falk </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 333 West Wacker Drive </ street1 >

< street2 > Suite 2300 </ street2 >

< city > Chicago </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60606 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Executive Vice President of the Signatory Trustee </ relationshipClarification >

</ relatedPersonInfo >

</ relatedPersonsList >

- < offeringData >

- < industryGroup >

< industryGroupType > Other Real Estate </ industryGroupType >

</ industryGroup >

- < issuerSize >

< revenueRange > Decline to Disclose </ revenueRange >

</ issuerSize >

- < federalExemptionsExclusions >

< item > 06b </ item >

</ federalExemptionsExclusions >

- < typeOfFiling >

- < newOrAmendment >

< isAmendment > true </ isAmendment >

< previousAccessionNumber > 0002022719-24-000010 </ previousAccessionNumber >

</ newOrAmendment >

- < dateOfFirstSale >

< value > 2024-05-24 </ value >

</ dateOfFirstSale >

</ typeOfFiling >

- < durationOfOffering >

< moreThanOneYear > false </ moreThanOneYear >

</ durationOfOffering >

- < typesOfSecuritiesOffered >

< isEquityType > true </ isEquityType >

</ typesOfSecuritiesOffered >

- < businessCombinationTransaction >

< isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >

< clarificationOfResponse />

</ businessCombinationTransaction >

< minimumInvestmentAccepted > 75000 </ minimumInvestmentAccepted >

- < salesCompensationList >

- < recipient >

< recipientName > LaSalle Investment Management Distributors, LLC </ recipientName >

< recipientCRDNumber > 157625 </ recipientCRDNumber >

< associatedBDName > None </ associatedBDName >

< associatedBDCRDNumber > None </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 333 West Wacker Drive </ street1 >

< street2 > Suite 2300 </ street2 >

< city > Chicago </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60606 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< value > All States </ value >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Nicholson Garrett </ recipientName >

< recipientCRDNumber > 7079780 </ recipientCRDNumber >

< associatedBDName > DAI Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 36673 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 650 Town Center Drive </ street1 >

< street2 > Suite 1400 </ street2 >

< city > Costa Mesa </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92626 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Christina Nielson </ recipientName >

< recipientCRDNumber > 4866971 </ recipientCRDNumber >

< associatedBDName > DAI Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 36673 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 650 Town Center Drive </ street1 >

< street2 > Suite 1400 </ street2 >

< city > Costa Mesa </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92626 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > CT </ state >

< description > CONNECTICUT </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > William O'Neill </ recipientName >

< recipientCRDNumber > 7396734 </ recipientCRDNumber >

< associatedBDName > Concorde Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 151604 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 24 Superior Drive </ street1 >

< street2 > Suite 101 </ street2 >

< city > Natick </ city >

< stateOrCountry > MA </ stateOrCountry >

< stateOrCountryDescription > MASSACHUSETTS </ stateOrCountryDescription >

< zipCode > 01760 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Chip Swatta </ recipientName >

< recipientCRDNumber > 6134384 </ recipientCRDNumber >

< associatedBDName > RBC Capital Markets, LLC </ associatedBDName >

< associatedBDCRDNumber > 31194 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 1906 Towne Centre Blvd </ street1 >

< street2 > Suite 375, Bldg #4 </ street2 >

< city > Annapolis </ city >

< stateOrCountry > MD </ stateOrCountry >

< stateOrCountryDescription > MARYLAND </ stateOrCountryDescription >

< zipCode > 21401-3686 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Sean Whalen </ recipientName >

< recipientCRDNumber > 4000934 </ recipientCRDNumber >

< associatedBDName > Concorde Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 151604 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 24 Superior Dr. </ street1 >

< street2 > Suite 101 </ street2 >

< city > Natick </ city >

< stateOrCountry > MA </ stateOrCountry >

< stateOrCountryDescription > MASSACHUSETTS </ stateOrCountryDescription >

< zipCode > 01760 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Morgan Stanley </ recipientName >

< recipientCRDNumber > 149777 </ recipientCRDNumber >

< associatedBDName > None </ associatedBDName >

< associatedBDCRDNumber > None </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 2000 Westchester Avenue </ street1 >

< city > Purchase </ city >

< stateOrCountry > NY </ stateOrCountry >

< stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >

< zipCode > 10577 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > FL </ state >

< description > FLORIDA </ description >

< state > MD </ state >

< description > MARYLAND </ description >

< state > MN </ state >

< description > MINNESOTA </ description >

< state > NM </ state >

< description > NEW MEXICO </ description >

< state > NY </ state >

< description > NEW YORK </ description >

< state > NC </ state >

< description > NORTH CAROLINA </ description >

< state > OK </ state >

< description > OKLAHOMA </ description >

< state > SC </ state >

< description > SOUTH CAROLINA </ description >

< state > TX </ state >

< description > TEXAS </ description >

< state > VT </ state >

< description > VERMONT </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Charles May </ recipientName >

< recipientCRDNumber > 1277272 </ recipientCRDNumber >

< associatedBDName > Janney Montgomery Scott LLC </ associatedBDName >

< associatedBDCRDNumber > 463 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 3531 Walton Way Extension </ street1 >

< city > August </ city >

< stateOrCountry > GA </ stateOrCountry >

< stateOrCountryDescription > GEORGIA </ stateOrCountryDescription >

< zipCode > 30909 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > GA </ state >

< description > GEORGIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Merrill Lynch, Pierce, Fenner & Smith, Incorporated </ recipientName >

< recipientCRDNumber > 7691 </ recipientCRDNumber >

< associatedBDName > None </ associatedBDName >

< associatedBDCRDNumber > None </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > One Bryant Park </ street1 >

< city > New York </ city >

< stateOrCountry > NY </ stateOrCountry >

< stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >

< zipCode > 10036 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > CO </ state >

< description > COLORADO </ description >

< state > CT </ state >

< description > CONNECTICUT </ description >

< state > FL </ state >

< description > FLORIDA </ description >

< state > GA </ state >

< description > GEORGIA </ description >

< state > MI </ state >

< description > MICHIGAN </ description >

< state > NJ </ state >

< description > NEW JERSEY </ description >

< state > NY </ state >

< description > NEW YORK </ description >

< state > OK </ state >

< description > OKLAHOMA </ description >

< state > OR </ state >

< description > OREGON </ description >

< state > PA </ state >

< description > PENNSYLVANIA </ description >

< state > RI </ state >

< description > RHODE ISLAND </ description >

< state > SC </ state >

< description > SOUTH CAROLINA </ description >

< state > TN </ state >

< description > TENNESSEE </ description >

< state > TX </ state >

< description > TEXAS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Ryan Tickner </ recipientName >

< recipientCRDNumber > 4050912 </ recipientCRDNumber >

< associatedBDName > Janney Montgomery Scott LLC </ associatedBDName >

< associatedBDCRDNumber > 463 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 701 East Gate Drive </ street1 >

< street2 > Suite 210 </ street2 >

< city > Mt. Laurel </ city >

< stateOrCountry > NJ </ stateOrCountry >

< stateOrCountryDescription > NEW JERSEY </ stateOrCountryDescription >

< zipCode > 08054 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > PA </ state >

< description > PENNSYLVANIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Jacob Driver </ recipientName >

< recipientCRDNumber > 7738978 </ recipientCRDNumber >

< associatedBDName > Concorde Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 151604 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 100 East San Marcos Boulevard </ street1 >

< street2 > Suite 400 </ street2 >

< city > San Marcos </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92069 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Jeremy Lambert </ recipientName >

< recipientCRDNumber > 5156008 </ recipientCRDNumber >

< associatedBDName > Janney Montgomery Scott LLC </ associatedBDName >

< associatedBDCRDNumber > 463 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 20 Montchanin Road </ street1 >

< street2 > Suite 120 </ street2 >

< city > Greenville </ city >

< stateOrCountry > DE </ stateOrCountry >

< stateOrCountryDescription > DELAWARE </ stateOrCountryDescription >

< zipCode > 19807 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Jason McMurtry </ recipientName >

< recipientCRDNumber > 2871788 </ recipientCRDNumber >

< associatedBDName > Concorde Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 151604 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 100 East San Marcos Boulevard </ street1 >

< street2 > Suite 400 </ street2 >

< city > San Marcos </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92069 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > AZ </ state >

< description > ARIZONA </ description >

< state > NV </ state >

< description > NEVADA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Robert B. Fischer </ recipientName >

< recipientCRDNumber > 4221955 </ recipientCRDNumber >

< associatedBDName > Janney Montgomery Scott LLC </ associatedBDName >

< associatedBDCRDNumber > 463 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 20 Montchanin Road </ street1 >

< street2 > Suite 120 </ street2 >

< city > Greenville </ city >

< stateOrCountry > DE </ stateOrCountry >

< stateOrCountryDescription > DELAWARE </ stateOrCountryDescription >

< zipCode > 19807 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > DE </ state >

< description > DELAWARE </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Gary Chapman </ recipientName >

< recipientCRDNumber > 5244594 </ recipientCRDNumber >

< associatedBDName > DAI Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 36673 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 111 Monument Circle </ street1 >

< street2 > Suite 2700 </ street2 >

< city > Indianapolis </ city >

< stateOrCountry > IN </ stateOrCountry >

< stateOrCountryDescription > INDIANA </ stateOrCountryDescription >

< zipCode > 46204 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

</ salesCompensationList >

- < offeringSalesAmounts >

< totalOfferingAmount > 50706704 </ totalOfferingAmount >

< totalAmountSold > 46367866 </ totalAmountSold >

< totalRemaining > 4338838 </ totalRemaining >

< clarificationOfResponse />

</ offeringSalesAmounts >

- < investors >

< hasNonAccreditedInvestors > false </ hasNonAccreditedInvestors >

< totalNumberAlreadyInvested > 76 </ totalNumberAlreadyInvested >

</ investors >

- < salesCommissionsFindersFees >

- < salesCommissions >

< dollarAmount > 3549469 </ dollarAmount >

< isEstimate > true </ isEstimate >

</ salesCommissions >

- < findersFees >

< dollarAmount > 0 </ dollarAmount >

</ findersFees >

< clarificationOfResponse />

</ salesCommissionsFindersFees >

- < useOfProceeds >

- < grossProceedsUsed >

< dollarAmount > 0 </ dollarAmount >

< isEstimate > true </ isEstimate >

</ grossProceedsUsed >

< clarificationOfResponse />

</ useOfProceeds >

- < signatureBlock >

< authorizedRepresentative > false </ authorizedRepresentative >

- < signature >

< issuerName > JLLX North Andover Apartments, DST </ issuerName >

< signatureName > /s/ Gregory A. Falk </ signatureName >

< nameOfSigner > Gregory A. Falk </ nameOfSigner >

< signatureTitle > Executive Vice President of the Signatory Trustee </ signatureTitle >

< signatureDate > 2024-11-26 </ signatureDate >

</ signature >

</ signatureBlock >

</ offeringData >

</ edgarSubmission >