EFDID: 363228EFD: View Filing

Issuer: CX Evergreens at Mahan, DST (0001842343) - D/A

Accession: 0001842343-21-000007 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001842343
  • Entity Name:
    CX Evergreens at Mahan, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2020)
  • Address:
    4890 WEST KENNEDY BOULEVARD
    SUITE 200
    TAMPA, FL 33609
  • Persons:
    Related Persons 4
    John E. Carter
    Executive Officer 
    President of the Manager of the Issuer
    N/A Carter Exchange Fund Management Company, LLC
    Executive Officer 
    Sponsor of the Issuer
    N/A CX Evergreens at Mahan Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Evergreens at Mahan Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    03/19/2021
  • First Sale Date:
    01/20/2021
  • Offering Amount:
    $33,792,545
  • Amount Sold:
    $28,861,992
  • Amount Remaining:
    $4,930,553
  • Exemptions:
    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:CA, GA, HI, IA, ID, IN, MA, MD, MI, MN, MO, NC, NJ, OR, PA, TX, VA, WI
Inactive:CO, IL, MT, NV, SC, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Roger Boggess 5007422 Great Point Capital LLC 114203 MD
Peter Dorn 1089858 Cape Securities Inc. 7072 IA
Deborah Stackpole 4969850 Stonecrest Capital Markets, Inc. 39616 NJ
Edward Kasperavich 4970038 Stonecrest Capital Markets, Inc. 396616 NJ
Robert Langhorst 1832998 Dempsey Lord Smith, LLC 141238 MO
Benjamin Carmona 5120428 Emerson Equity LLC 130032 CA
David Levinson 705929 American Trust Investment Services, Inc. 3001 CA
Kyle Cowand 2317710 Coastal Equities, Inc. 23769 TX
Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 NV
Betty Friant 2122446 Growth Capital Services 152550 MA, SC, VA
Joseph Michaletz 1327534 DAI Securities, LLC 36673 IL, MN, OR, TX
Mike O'Toole 6336251 DAI Securities, LLC 36673 IL, MN, OR, TX
Jason Finley 6602034 Stax Capital 300607 CA
Stacey Morimoto 4420782 Stax Capital 300607 CA, NV, NY
Anthony Brown 6900485 Stax Capital 300607 NY
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 FL
Steve Haskell 6864948 Growth Capital Services, Inc. 152550 CA
Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 CA
Taylor Ashland 5732470 DFPG Investments, LLC 155576 OR
Concorde Investment Services, LLC 151604 None None CA, CO, FL, IN, MA, MI, NY, NC, PA, TX, WA
Edward Fernandez 2956661 Capulent LLC 155155 MO
Daniel Williams 5293652 The Strategic Financial Alliance 126514 MA
David Funes 5467419 Thornhill Securities, Inc. 22333 CA
Jacob Adams 4975889 Thornhill Securities, Inc. 22333 NJ
Dan Werry 4721789 Emerson Equity LLC 130032 MN
Nathan Kuhn 4624143 DAI Securities, LLC 36673 IL
Gregory Hill 850818 Emerson Equity LLC 130032 MA
Mel Hertz 707875 The Strategic Finacial Alliance, Inc. 126514 HI
Peter Roberts 6982848 Wealthforge Securities, LLC 152550 FL
James Whitson 1353438 Emerson Equity LLC 130032 CA
Jammie Avila 3100097 Kalos Capital, Inc. 44337 NV
John Harvey 4227692 Wealthforge Securities, LLC 152550 CA
Alex Madden 7089201 Growth Capital Services, Inc. 124658 CA
Rich Zuvella 5207826 Colorado Financial Service Corporation 104343 CA
Roger Sprouse 5483578 Titan Securities 131392 MO
Christina Nielson 4866971 DAI Securities, LLC 36673 AZ, CO
Corbin Thomas 4234748 McDermott Investment Services, LLC 154926 CA, NV
Chad Kolinsky 6414638 The Strategic Financial Alliance, Inc. 126514 NJ
Bradford Watt 2565438 Colorado Financial Service Corporation 104343 CA
Debra Schleining 2768752 McDermott Investment Services, LLC 154926 NV
Leslie Pappas 1735372 Lightpath Capital, Inc. 34617 WI
Paul Getty 6470002 Lightpath Capital, Inc. 34617 ID, WA
Jason Salmon 6081963 Growth Capital Services, Inc. 152550 NY, PA
John Moriarty 2720704 Kalos Capital, Inc. 44337 CA
Jennifer Taylor 5886419 Kalos Capital, Inc. 44337 CA
Vincent Bailey 1845517 Berthel Fisher & Company Financial Services, Inc. 13609 IL
Drew Reynolds 664813 Thornhill Securities, Inc. 22333 NY
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Evergreens at Mahan, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2021-03-19
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Apr. 22, 2021 363228: 0001842343-21-000011 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $33,792,545
D/A Apr. 16, 2021 363228: 0001842343-21-000010 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $32,262,846
Remaining: $1,529,699
D/A Apr. 08, 2021 363228: 0001842343-21-000009 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $31,288,371
Remaining: $2,504,174
D/A Apr. 01, 2021 363228: 0001842343-21-000008 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $29,510,410
Remaining: $4,282,135
D/A Mar. 19, 2021 363228: 0001842343-21-000007 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $28,861,992
Remaining: $4,930,553
D/A Mar. 11, 2021 363228: 0001842343-21-000006 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $22,485,468
Remaining: $11,307,077
D/A Mar. 05, 2021 363228: 0001842343-21-000005 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $19,037,295
Remaining: $14,755,250
D/A Feb. 26, 2021 363228: 0001842343-21-000004 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $13,176,351
Remaining: $20,616,194
D/A Feb. 19, 2021 363228: 0001842343-21-000003 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $11,822,686
Remaining: $21,969,859
D/A Feb. 11, 2021 363228: 0001842343-21-000002 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $5,402,528
Remaining: $28,390,017
D Feb. 04, 2021 363228: 0001842343-21-000001 CX Evergreens at Mahan, DST
Offer Amount: $33,792,545
Amount Sold: $2,700,481
Remaining: $31,092,064