EFDID: 478153EFD: View Filing

Issuer: JLLX Ardenwood II, DST (0001966560) - D/A

Accession: 0001966560-23-000004 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001966560
  • Entity Name:
    JLLX Ardenwood II, DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2023)
  • Address:
    333 WEST WACKER DRIVE, SUITE 2300
    CHICAGO, IL 60606
  • Persons:
    Related Persons 3
    N/A JLL Exchange TRS, LLC
    Promoter 
    Sponsor of Issuer
    N/A LaSalle Investment Management, Inc.
    Promoter 
    Sponsor of Issuer
    Gregory A. Falk
    Executive Officer
EDGAR: Offering Information
  • Accession Date:
    08/08/2023
  • First Sale Date:
    04/24/2023
  • Offering Amount:
    $56,724,512
  • Amount Sold:
    $34,652,956
  • Amount Remaining:
    $22,071,556
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:CA, CT, DE, HI, ID, MA, MD, MI, NC, NJ, NM, OH, OR, PA, SD, TX, VA
Inactive:CO, GA, IL, MT, SC, TN, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
LaSalle Investment Management Distributors, LLC 157625 None None All States
JOSEPH P WERNER 6645379 LaSalle Investment Management Distributors, LLC 157625 All States
PATRICK EASTER 1368137 RBC CAPITAL MARKETS LLC 31194 AZ, CA, CO, FL, KS, LA, ME, MD, MA, MN, MO, NV, NJ, NY, NC, OH, OK, OR, TN, TX, VA
JASON MCMURTRY 2871788 CONCORDE INVESTMENT SERVICES, LLC 151604 AK, AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MO, NV, NM, NY, NC, OR, SD, TN, TX, UT, WA
JAMES BASHAW 1251491 INDEPENDENT FINANCIAL GROUP, LLC 7177 CO, GA, LA, MD, MA, OH, PA, TX
DANIEL RAUPP 4079107 CONCORDE INVESTMENT SERVICES, LLC 151604 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
SEAN WHALEN 4000934 CONCORDE INVESTMENT SERVICES, LLC 151604 AZ, CA, CO, CT, DE, DC, FL, GA, MA, MI, MO, NH, NJ, NM, NY, TX, WA
KYLE CAVANAUGH 6313953 MORGAN STANLEY 149777 AL, AK, AZ, AR, CA, CO, FL, GA, IL, IN, IA, KS, KY, LA, MD, MI, MN, MO, NV, NM, NY, NC, OH, OR, PA, TN, TX, VT, WA, WI
MICHAEL LATIMER 2893154 MORGAN STANLEY 149777 All States
RICHARD NELSON 4320851 MORGAN STANLEY 149777 AL, AK, AZ, CA, CO, FL, GA, IL, LA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI, WY
THOMAS RISHOVD 2572728 MORGAN STANLEY 149777 AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI
WILLIAM MUNDY 4199804 MORGAN STANLEY 149777 AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, MO, MT, NE, NV, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA
WILLIAM CHRISTIAN 2930040 ROCKEFELLER FINANCIAL LLC 291361 All States
MARTI MARACHE 2393657 SANCTUARY SECURITIES INC 205 AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NM, NY, NC, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI
MICHAEL EDMONDS 6233223 MORGAN STANLEY 149777 All States
SUSAN HOVANEC 1969275 RBC CAPITAL MARKETS LLC 31194 CA, CO, DE, DC, FL, GA, ID, MD, MA, MI, MN, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, VA, WA
EHUD GERSTEN 7066119 EMERSON EQUITY LLC 130032 AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MA, MT, NE, NV, NM, NY, TX, UT, WA, WY
DANIEL RUBEN 5716704 INDEPENDENT FINANCIAL GROUP, LLC 7177 CA, FL, WA
KELLY H CLYDE 4825839 INDEPENDENT FINANCIAL GROUP, LLC 7177 AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IA, MD, MI, NE, NV, NJ, NM, NY, NC, OR, SC, TN, TX, UT, VA, WA, WI, WY
JASON BENTLEY 7064127 JANNEY MONTGOMERY SCOTT LLC 463 AR, DE, FL, GA, MD, NJ, NM, NY, PA
KURT EVAN MEYER 1563445 MORGAN STANLEY 149777 AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI
MICHAEL YEN 4248591 MORGAN STANLEY 149777 AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, NV, NJ, NY, OR, PA, TX, UT, WA, WY
STEPHEN BARTOLI 4005464 MORGAN STANLEY 149777 AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, NE, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI
Brian Addington 2882035 RBC Capital Markets LLC 31194 AZ, CA, CO, DE, DC, FL, GA, HI, ID, IL, IN, KS, MA, MI, NV, NJ, NY, NC, OH, OR, SD, TX, VA, WA, WY
Caleb Sams 7159458 Commonwealth Financial Network 8032 AL, AZ, CO, FL, GA, KY, MS, MO, NC, SC, TN, TX
Carlos Duque 5607485 Morgan Stanley 149777 AZ, CA, CO, FL, MN, MS, NE, NH, NJ, NM, NC, OR, TX, VA, WA, WI
Christopher Michael Vizzi 5095868 Independent Financial Group, LLC 7717 AZ, CA, FL, IL, NV, NY, NC, OR, TN, TX, WA, WY
Christian Finley 7036835 Morgan Stanley 149777 AZ, AR, CA, CO, CT, DE, DC, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Christopher Dolt 4158560 Morgan Stanley 149777 AL, AZ, AR, CA, CO, CT, FL, GA, IN, KY, ME, MD, MS, MO, NE, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WV, WI
David Leifer 1558612 Morgan Stanley 149777 AZ, CA, CO, CT, DE, DC, FL, GA, IL, MD, MA, MI, MO, NV, NJ, NY, NC, OH, PA, PR, RI, SC, TN, TX, UT, VA, WA
Ernest Dean Jr. 2223858 Morgan Stanley 149777 AL, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, OR, PA, RI, TN, TX, UT, VT, VA, WA, WV, WI
Kay Pfleghardt 6225691 Commonwealth Financial Network 8032 CA, CT, DC, FL, GA, IN, MD, MA, NY, NC, PA, SC, TN, TX, VT
Kevin Kensinger 5859757 Concorde Investment Services, LLC 151604 AZ, CA, CO, FL, GA, ID, MA, MT, NV, NY, OR, TX, VA, WA
Kurt Neddenriep 2723394 Morgan Stanley 149777 All States
Matthew Lacour 5244881 Morgan Stanley 149777 AL, CA, CO, FL, GA, ID, KS, LA, MD, MO, NY, NC, OH, OK, TN, TX, VA, WY
Paul Leach 4952675 Rockefeller Financial LLC 291361 AZ, CA, FL, GA, HI, IN, KY, LA, ME, MD, MA, MN, MO, NY, TX, WA
Peyton Cook 5135780 Morgan Stanley 149777 AZ, AR, CO, CT, DC, FL, GA, KS, LA, MD, MN, MS, NV, NJ, NY, NC, OK, PA, PR, SC, TN, TX, VA, WA, WV, WI, WY
Ryan Rupert 4242479 Morgan Stanley 149777 All States
Ryan Wroblewski 6158332 Morgan Stanley 149777 All States
Zachary Sobel 4195211 Morgan Stanley 149777 AK, AZ, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MA, MI, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TX, UT, VT, VA, WA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX Ardenwood II, DSTGregory A. FalkGregory A. FalkVice President of Issuer's Manager2023-07-28
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Sep. 12, 2025 478153: 0001984855-25-000004 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $56,724,512
D/A Nov. 13, 2023 478153: 0001966560-23-000007 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $52,535,631
Remaining: $4,188,881
D/A Sep. 05, 2023 478153: 0001966560-23-000006 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $50,351,342
Remaining: $6,373,170
D/A Aug. 18, 2023 478153: 0001966560-23-000005 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $43,397,897
Remaining: $13,326,615
D/A Aug. 08, 2023 478153: 0001966560-23-000004 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $34,652,956
Remaining: $22,071,556
D/A Jul. 06, 2023 478153: 0001966560-23-000003 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $23,769,139
Remaining: $32,955,373
D/A May. 11, 2023 478153: 0001966560-23-000002 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Amount Sold: $849,139
Remaining: $55,875,373
D Mar. 20, 2023 478153: 0001966560-23-000001 JLLX Ardenwood II, DST
Offer Amount: $56,724,512
Remaining: $56,724,512