Form D · Other Real Estate
CX Alexandria, DST
Tampa, FL · CIK 0001906337
Offering snapshot reported Apr 13, 2022 · SEC filing
- Reported sold
- $40.9M Offering amount: $40.9M
- Investors reported
- 95 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jan 19, 2022 As reported in this filing
Fundraising history
Reported soldDates 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$39,380,046 → $40,891,252
- Reported investors93 → 95
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 13, 2022 | Amendment | $40,891,252 | $1,511,206vs Apr 1, 2022 | 95 | SEC filing |
| Apr 1, 2022 | Amendment | $39,380,046 | $333,763vs Mar 21, 2022 | 93 | SEC filing |
| Mar 21, 2022 | Amendment | $39,046,283 | $983,000vs Mar 10, 2022 | 92 | SEC filing |
| Mar 10, 2022 | Amendment | $38,063,283 | $6,937,354vs Mar 1, 2022 | 88 | SEC filing |
| Mar 1, 2022 | Amendment | $31,125,929 | $5,155,749vs Feb 22, 2022 | 66 | SEC filing |
| Feb 22, 2022 | Amendment | $25,970,180 | $2,549,362vs Feb 14, 2022 | 61 | SEC filing |
| Feb 14, 2022 | Amendment | $23,420,818 | $10,073,950vs Feb 2, 2022 | 52 | SEC filing |
| Feb 2, 2022 | Initial | $13,346,868 | No comparison | 24 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.78M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-431879
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Concorde Investment Services, LLC | 151604 | |
| James Torti | 7011095 | Colorado Financial Service Corporation · CRD 104343 |
| Sonya Gotz | 4007918 | TCFG Wealth Management, LLC · CRD 164153 |
| David Levinson | 705929 | American Trust Investment Services, Inc. · CRD 3001 |
| Michael Cronin | 4737860 | Huntwicke Securities, LLC · CRD 146993 |
| Roger Bowlin | 1905652 | Aurora Securities · CRD 46147 |
| Trawnegan Gall | 6266415 | Wealthforge Securities, LLC · CRD 152550 |
| Frank Piscitelli | 6935623 | Lightpath Capital, Inc. · CRD 34617 |
| Kim Kunz | 718618 | Westpark Capital, Inc. · CRD 39914 |
| Clay Schmidt | 6920482 | Thornhill Securities, Inc. · CRD 22333 |
| James Temple | 7084089 | Wealthforge Securities, LLC · CRD 152550 |
| DAI Securities, LLC | 36673 | |
| Independent Financial Group, LLC | 7717 | |
| Edward Fernandez | 2956661 | Capulent LLC · CRD 155155 |
| Brad Watt | 2565438 | Patrick Capital Markets, LLC · CRD 16518 |
| Vincent Bailey | 1845517 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Andrew Friedman | 1038517 | American Portfolios Financial Services, Inc. · CRD 18487 |
| Alex Madden | 7089201 | FNEX Capital, LLC · CRD 166316 |
| Biho Cha | 4330839 | McDermott Investment Services, LLC · CRD 154926 |
| DFPG Investments, LLC | 155576 | |
| Stacey Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Jason Finley | 6602034 | Stax Capital · CRD 300607 |
| Quinn Morimoto | 7140545 | Stax Capital · CRD 300607 |
| Anthony Brown | 6900485 | Stax Capital · CRD 300607 |
| Thomas Hamlin | 2208505 | Somerset Securities, Inc. · CRD 2493 |
| Paul Getty | 6470002 | Lightpath Capital, Inc. · CRD 34617 |
| Thomas D. Jong | 5612385 | Money Concepts Capital Corp · CRD 12963 |
| Jacob Adams | 4975889 | Thornhill Securities, Inc. · CRD 22333 |
| Andrew Zorovich | 2753501 | American Portfolios Financial Services, Inc. · CRD 18487 |
Source: Form D, filed Apr 13, 2022. 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.
| Name | Reported role |
|---|---|
| John E. Carter | Executive |
| N/A Carter Exchange Fund Management Company, Llc | Executive |
| N/A Cx Alexandria Depositor, Llc | Executive |
| N/A Cx Alexandria Manager, Llc | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
4890 West Kennedy Boulevard Suite 200
Tampa, FL, 33609
Tampa, FL, 33609