Form D · Other Real Estate
CX EOS Orlando, DST
Tampa, FL · CIK 0001882232
Offering snapshot reported Feb 2, 2022 · SEC filing
- Reported sold
- $40.8M Offering amount: $40.8M
- Investors reported
- 122 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 24, 2021 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$40,744,665 → $40,847,758
- Reported investors121 → 122
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 2, 2022 | Amendment | $40,847,758 | $103,093vs Jan 19, 2022 | 122 | SEC filing |
| Jan 19, 2022 | Amendment | $40,744,665 | $280,000vs Jan 11, 2022 | 121 | SEC filing |
| Jan 11, 2022 | Amendment | $40,464,665 | $4,356,490vs Dec 22, 2021 | 120 | SEC filing |
| Dec 22, 2021 | Amendment | $36,108,175 | $3,939,446vs Dec 16, 2021 | 103 | SEC filing |
| Dec 16, 2021 | Amendment | $32,168,729 | $7,251,740vs Dec 2, 2021 | 85 | SEC filing |
| Dec 2, 2021 | Amendment | $24,916,989 | $4,419,899vs Nov 23, 2021 | 68 | SEC filing |
| Nov 23, 2021 | Amendment | $20,497,090 | $5,184,167vs Nov 19, 2021 | 57 | SEC filing |
| Nov 19, 2021 | Amendment | $15,312,923 | $1,606,365vs Nov 9, 2021 | 47 | SEC filing |
| Nov 9, 2021 | Amendment | $13,706,558 | $2,598,817vs Oct 29, 2021 | 42 | SEC filing |
| Oct 29, 2021 | Amendment | $11,107,741 | $5,504,066vs Oct 21, 2021 | 33 | SEC filing |
| Oct 21, 2021 | Amendment | $5,603,675 | $3,067,265vs Oct 14, 2021 | 16 | SEC filing |
| Oct 14, 2021 | Amendment | $2,536,410 | $1,220,083vs Oct 7, 2021 | 9 | SEC filing |
| Oct 7, 2021 | Initial | $1,316,327 | No comparison | 4 | 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
- 021-416016
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 |
|---|---|---|
| Zach Brough | 5674690 | Emerson Equity LLC · CRD 130032 |
| Taylor Garrett | 4829547 | Orchard Securities, LLC · CRD 133378 |
| Amr Tenney | 5506866 | Thornhill Securities, Inc. · CRD 22333 |
| Roger Bowlin | 1905652 | Aurora Securities, LLC · CRD 46147 |
| Ed Fernandez | 2956661 | Capulent LLC · CRD 155155 |
| Ran Fuchs | 5593133 | IDB Capital Corp. · CRD 106032 |
| John McKeon | 5286647 | Independent Financial Group, LLC · CRD 7717 |
| Andrew Bagnall | 4331728 | Emerson Equity LLC · CRD 130032 |
| Robert Boggess | 5007422 | Great Point Capital LLC · CRD 114203 |
| Concorde Investment Services, LLC | 151604 | |
| Bob Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| Clay Schmidt | 6920482 | Thornhill Securities, Inc. · CRD 22333 |
| James Nagle | 4897449 | Lightpath Capital, Inc. · CRD 34617 |
| DAI Securities, LLC | 36673 | |
| Mark Rothstein | 1084659 | Independent Financial Group, LLC · CRD 7717 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| DFPG Investments, LLC | 155576 | |
| David Funes | 5467419 | Thornhill Securities, Inc. · CRD 22333 |
| Paul Getty | 6470002 | Lightpath Capital, Inc. · CRD 34617 |
| Peter Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Amanda Steele | 6566472 | McDermott Investment Services, LLC · CRD 154926 |
| Greg O'Donnell | 2802185 | Independent Financial Group, LLC · CRD 7717 |
| John Bishop | 866202 | Patrick Capital Markets, LLC · CRD 16518 |
| David Levinson | 705929 | American Trust Investment Services, Inc. · CRD 3001 |
| Jason Segawa | 4826346 | Independent Financial Group, LLC · CRD 7717 |
| Rebecca Anderson | 1690531 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Robert Meyer | 5262157 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| John Ledesma | 2379751 | Emerson Equity LLC · CRD 130032 |
| James Armstrong | 2895592 | Skyway Capital Markets, LLC · CRD 124630 |
| The Strategic Financial Alliance, Inc. | 126514 | |
| Growth Capital Services, Inc. | 124658 | |
| Jim Lund | 1713921 | Cabot Lodge Securities LLC · CRD 159712 |
| Mark Wiacek | 2135299 | Cabot Lodge Securities LLC · CRD 159712 |
| Edwin Suzuki | 4851317 | Westpark Capital, Inc. · CRD 39914 |
Source: Form D, filed Feb 2, 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 Eos Orlando Depositor, Llc | Executive |
| N/A Cx Eos Orlando 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