EFDID: 429268EFD: View Filing

Issuer: CX Alexandria, DST (0001906337) - D/A

Accession: 0001906337-22-000007 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001906337
  • Entity Name:
    CX Alexandria, 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 Alexandria Manager, LLC
    Executive Officer 
    Manager and Signatory Trustee of the Issuer
    N/A CX Alexandria Depositor, LLC
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    04/01/2022
  • First Sale Date:
    01/19/2022
  • Offering Amount:
    $40,891,252
  • Amount Sold:
    $39,380,046
  • Amount Remaining:
    $1,511,206
  • 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, IA, IN, MA, MD, MI, MO, NJ, OR, TX, UT, VA
Inactive:CO, IL, MT, NE, NV, TN, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Concorde Investment Services, LLC 151604 None None AL, CA, IN, TN, WA
James Torti 7011095 Colorado Financial Service Corporation 104343 IL
Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 FL
David Levinson 705929 American Trust Investment Services, Inc. 3001 CA, CT, VA
Michael Cronin 4737860 Huntwicke Securities, LLC 146993 CA, MA
Roger Bowlin 1905652 Aurora Securities 46147 CA, WA
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 NY
Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 CO, MI
Kim Kunz 718618 Westpark Capital, Inc. 39914 CA
Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 MT
James Temple 7084089 Wealthforge Securities, LLC 152550 CA
DAI Securities, LLC 36673 None None CA, CO, CT, FL, IL, IN, ME, MD, MA, NY, OR, TX
Independent Financial Group, LLC 7717 None None CA, MI, MT, WA
Edward Fernandez 2956661 Capulent LLC 155155 CA
Brad Watt 2565438 Patrick Capital Markets, LLC 16518 NY
Vincent Bailey 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 IL
Andrew Friedman 1038517 American Portfolios Financial Services, Inc. 18487 NY
Alex Madden 7089201 FNEX Capital, LLC 166316 CA
Biho Cha 4330839 McDermott Investment Services, LLC 154926 CA
DFPG Investments, LLC 155576 None None CA, CO, FL, MO, NV, NJ, NY, OR, TX, VT, VA
Stacey Morimoto 4420782 Stax Capital 300607 CA
Jason Finley 6602034 Stax Capital 300607 CA
Quinn Morimoto 7140545 Stax Capital 300607 CA
Anthony Brown 6900485 Stax Capital 300607 CA
Thomas Hamlin 2208505 Somerset Securities, Inc. 2493 NE
Paul Getty 6470002 Lightpath Capital, Inc. 34617 CA
Thomas D. Jong 5612385 Money Concepts Capital Corp 12963 IA
Jacob Adams 4975889 Thornhill Securities, Inc. 22333 NY
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
CX Alexandria, DST/s/ Robert Dallas Whitaker, JrRobert Dallas Whitaker, Jr.Vice President of the Manager of the Issuer2022-04-01
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Apr. 13, 2022 429268: 0001906337-22-000008 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $40,891,252
D/A Apr. 01, 2022 429268: 0001906337-22-000007 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $39,380,046
Remaining: $1,511,206
D/A Mar. 21, 2022 429268: 0001906337-22-000006 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $39,046,283
Remaining: $1,844,969
D/A Mar. 10, 2022 429268: 0001906337-22-000005 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $38,063,283
Remaining: $2,827,969
D/A Mar. 01, 2022 429268: 0001906337-22-000004 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $31,125,929
Remaining: $9,765,323
D/A Feb. 22, 2022 429268: 0001906337-22-000003 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $25,970,180
Remaining: $14,921,072
D/A Feb. 14, 2022 429268: 0001906337-22-000002 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $23,420,818
Remaining: $17,470,434
D Feb. 02, 2022 429268: 0001906337-22-000001 CX Alexandria, DST
Offer Amount: $40,891,252
Amount Sold: $13,346,868
Remaining: $27,544,384