Form D · Other Real Estate

ADREX Diversified 4 DST

Denver, CO · CIK 0001995294

Offering snapshot reported Apr 12, 2024 · SEC filing

Reported sold
$226M
Offering amount: $226M
Investors reported
134
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 19, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$113M$226MSep 28, 2023Feb 2, 2024: $179,706,401.00Feb 2, 2024Apr 12, 2024: $226,450,000.00Apr 12, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$179,706,401 → $226,450,000
  • Reported investors104 → 134

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 12, 2024Amendment$226,450,000$46,743,599vs Feb 2, 2024134SEC filing
Feb 2, 2024Amendment$179,706,401No comparison104SEC filing
Sep 28, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.5M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-493273

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Wells Fargo Advisors, LLC19616
Robert W. Baird & Co. Incorporated8158
UBS Securities LLC7654
Ameriprise Financial Services, LLC6363
RBC Capital Markets, LLC31194
U.S. Bancorp Investments, Inc.17868
Raymond James Financial Services, Inc.6694
J.P. Morgan Private Bank79
Osaic Wealth, Inc.23131
Commonwealth Financial Network8032
Securities America, Inc.10205
Morgan Stanley149777
Woodbury Financial Services, Inc.421
Concorde Investment Services, LLC151604
Mml Investors Services, LLC10409
Rockefeller Financial LLC291361
Wells Fargo Advisors Financial Network LLC11025

Source: Form D, filed Apr 12, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Adrex Diversified 4 Manager Llc Executive
N/A Adrex Diversified 4 Trs Llc Executive
N/A Ares Diversified Real Estate Exchange Llc Executive
Joshua J. Widoff Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
1200 17 Th Street Suite 2900
Denver, CO, 80202