EFDID: 384650EFD: View Filing

Issuer: CX Multifamily Portfolio, DST (0001872631) - D/A

Accession: 0001872631-21-000009 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001872631
  • Entity Name:
    CX Multifamily Portfolio, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2021)
  • 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 Multifamily Portfolio Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Multifamily Portfolio Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    10/21/2021
  • First Sale Date:
    07/20/2021
  • Offering Amount:
    $67,319,313
  • Amount Sold:
    $36,145,141
  • Amount Remaining:
    $31,174,172
  • 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:AL, CA, CT, DC, DE, IA, KY, MA, MN, MO, NC, NJ, OR, PA, TX, UT, VA, WI
Inactive:AK, CO, GA, IL, MT, NV, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Stacey Morimoto 4420782 Stax Capital 300607 CA, NV, WA
Anthony Brown 6900485 Stax Capital 300607 CA, NV, WA
Roger Bowlin 1905652 Aurora Securities 46147 CA, MN, WA
Zach Brough 5674690 Emerson Equity LLC 130032 CA
Benjamin Carmona 5120428 Emerson Equity LLC 130032 TX
Josh Stivers 5708565 Kalos Capital, Inc. 44337 TX
Nathan Kuhn 4624143 DAI Securities, LLC 36673 IL
Scott Sheehan 2328614 DFPG Investments, LLC 155576 DC, MA
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 CA
David Levinson 705929 American Trust Investment Services, Inc. 3001 AK, CA, FL
Ed Fernandez 2956661 Capulent LLC 155155 MO, NJ
Randy Barmache 4607939 American Trust Investment Services, Inc. 3001 CA
R. Scott Cramer 1350242 Kalos Capital, Inc. 44337 FL
Thomas Rauchegger 5156496 Kalos Capital, Inc. 44337 FL
Amr Tenney 5506866 Thornhill Securities, Inc. 22333 CA
Deborah Stackpole 4969850 Stonecrest Capital Markets, Inc. 39616 NV
Edward Kasperavich 4970038 Stonecrest Capital Markets, Inc. 39616 NV
Mike Bendix 5379777 DFPG Investments, LLC 155576 CO
Luke Lofman 5718121 Patrick Capital Markets, LLC 16518 TX
Jason Vanclef 5096529 American Trust Investment Services, Inc. 3001 CA
David Kangas 6591398 Wealthforge Securities, LLC 152550 NY
Amanda Steele 6566472 McDermott Investment Services, LLC 154926 NC
Concorde Investment Services, LLC 151604 None None AZ, CA, MA, MO, OR
Ehud Gersten 7066119 Emerson Equity LLC 130032 IL
Quinn Morimoto 7140545 Stax Capital 300607 CA
Brad Watt 2565438 Patrick Capital Markets, LLC 16518 OR
Growth Capital Services, Inc. 124658 None None CA, CT, MA
Ivan West 4921015 American Trust Investment Services, Inc. 3001 MA, UT
James Raine 2360466 DFPG Investments, LLC 155576 CO
Rena Morris 4867589 Emerson Equity LLC 130032 CA
Taylor Garrett 4829547 Orchard Securities, LLC 133378 UT
Vincent Bailey, Sr. 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 IL
Taylor Ashland 5732470 DFPG Investments, LLC 155576 OR
Peter Roberts 6982848 Wealthforge Securities, LLC 152550 TX
Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Multifamily Portfolio, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2021-10-21
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Dec. 16, 2021 384650: 0001872631-21-000015 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $67,319,313
D/A Dec. 02, 2021 384650: 0001872631-21-000014 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $64,364,028
Remaining: $2,955,285
D/A Nov. 23, 2021 384650: 0001872631-21-000013 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $62,787,693
Remaining: $4,531,620
D/A Nov. 19, 2021 384650: 0001872631-21-000012 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $56,848,826
Remaining: $10,470,487
D/A Nov. 09, 2021 384650: 0001872631-21-000011 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $52,076,926
Remaining: $15,242,387
D/A Oct. 29, 2021 384650: 0001872631-21-000010 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $44,494,768
Remaining: $22,824,545
D/A Oct. 21, 2021 384650: 0001872631-21-000009 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $36,145,141
Remaining: $31,174,172
D/A Oct. 12, 2021 384650: 0001872631-21-000008 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $35,058,834
Remaining: $32,260,479
D/A Sep. 30, 2021 384650: 0001872631-21-000007 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $31,009,911
Remaining: $36,309,402
D/A Sep. 23, 2021 384650: 0001872631-21-000006 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $30,055,915
Remaining: $37,263,398
D/A Sep. 13, 2021 384650: 0001872631-21-000005 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $22,044,879
Remaining: $45,274,434
D/A Aug. 30, 2021 384650: 0001872631-21-000004 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $18,284,103
Remaining: $49,035,210
D/A Aug. 20, 2021 384650: 0001872631-21-000003 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $14,811,892
Remaining: $52,507,421
D/A Aug. 12, 2021 384650: 0001872631-21-000002 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $14,368,803
Remaining: $52,950,510
D Aug. 03, 2021 384650: 0001872631-21-000001 CX Multifamily Portfolio, DST
Offer Amount: $67,319,313
Amount Sold: $12,064,477
Remaining: $55,254,836