Form D · Other Real Estate

CX Evergreens at Mahan, DST

Tampa, FL · CIK 0001842343

Offering snapshot reported Apr 22, 2021 · SEC filing

Reported sold: $33.8M
Investors reported: 117
Minimum accepted: $100K
First sale: Jan 20, 2021

Fundraising history

Reported sold

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$32,262,846 → $33,792,545
Reported investors114 → 117

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 22, 2021	Amendment	$33,792,545	$1,529,699vs Apr 16, 2021	117	SEC filing
Apr 16, 2021	Amendment	$32,262,846	$974,475vs Apr 8, 2021	114	SEC filing
Apr 8, 2021	Amendment	$31,288,371	$1,777,961vs Apr 1, 2021	110	SEC filing
Apr 1, 2021	Amendment	$29,510,410	$648,418vs Mar 19, 2021	102	SEC filing
Mar 19, 2021	Amendment	$28,861,992	$6,376,524vs Mar 11, 2021	97	SEC filing
Mar 11, 2021	Amendment	$22,485,468	$3,448,173vs Mar 5, 2021	69	SEC filing
Mar 5, 2021	Amendment	$19,037,295	$5,860,944vs Feb 26, 2021	55	SEC filing
Feb 26, 2021	Amendment	$13,176,351	$1,353,665vs Feb 19, 2021	36	SEC filing
Feb 19, 2021	Amendment	$11,822,686	$6,420,158vs Feb 11, 2021	28	SEC filing
Feb 11, 2021	Amendment	$5,402,528	$2,702,047vs Feb 4, 2021	14	SEC filing
Feb 4, 2021	Initial	$2,700,481	No comparison	7	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $3.13M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-388411

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 to one or more Related Persons.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Roger Boggess	5007422	Great Point Capital LLC · CRD 114203
Peter Dorn	1089858	Cape Securities Inc. · CRD 7072
Deborah Stackpole	4969850	Stonecrest Capital Markets, Inc. · CRD 39616
Edward Kasperavich	4970038	Stonecrest Capital Markets, Inc. · CRD 396616
Robert Langhorst	1832998	Dempsey Lord Smith, LLC · CRD 141238
David Levinson	705929	American Trust Investment Services, Inc. · CRD 3001
Kyle Cowand	2317710	Coastal Equities, Inc. · CRD 23769
Frank Piscitelli	6935623	Lightpath Capital, Inc. · CRD 34617
Betty Friant	2122446	Growth Capital Services · CRD 152550
Joseph Michaletz	1327534	DAI Securities, LLC · CRD 36673
Mike O'Toole	6336251	DAI Securities, LLC · CRD 36673
Jason Finley	6602034	Stax Capital · CRD 300607
Stacey Morimoto	4420782	Stax Capital · CRD 300607
Anthony Brown	6900485	Stax Capital · CRD 300607
Trawnegan Gall	6266415	Wealthforge Securities, LLC · CRD 152550
Steve Haskell	6864948	Growth Capital Services, Inc. · CRD 152550
Clay Schmidt	6920482	Thornhill Securities, Inc. · CRD 22333
Taylor Ashland	5732470	DFPG Investments, LLC · CRD 155576
Concorde Investment Services, LLC	151604
Edward Fernandez	2956661	Capulent LLC · CRD 155155
Daniel Williams	5293652	The Strategic Financial Alliance · CRD 126514
David Funes	5467419	Thornhill Securities, Inc. · CRD 22333
Jacob Adams	4975889	Thornhill Securities, Inc. · CRD 22333
Nathan Kuhn	4624143	DAI Securities, LLC · CRD 36673
Mel Hertz	707875	The Strategic Finacial Alliance, Inc. · CRD 126514
Peter Roberts	6982848	Wealthforge Securities, LLC · CRD 152550
Jammie Avila	3100097	Kalos Capital, Inc. · CRD 44337
John Harvey	4227692	Wealthforge Securities, LLC · CRD 152550
Alex Madden	7089201	Growth Capital Services, Inc. · CRD 124658
Rich Zuvella	5207826	Colorado Financial Service Corporation · CRD 104343
Roger Sprouse	5483578	Titan Securities · CRD 131392
Christina Nielson	4866971	DAI Securities, LLC · CRD 36673
Corbin Thomas	4234748	McDermott Investment Services, LLC · CRD 154926
Chad Kolinsky	6414638	The Strategic Financial Alliance, Inc. · CRD 126514
Bradford Watt	2565438	Colorado Financial Service Corporation · CRD 104343
Debra Schleining	2768752	McDermott Investment Services, LLC · CRD 154926
Leslie Pappas	1735372	Lightpath Capital, Inc. · CRD 34617
Paul Getty	6470002	Lightpath Capital, Inc. · CRD 34617
Jason Salmon	6081963	Growth Capital Services, Inc. · CRD 152550
John Moriarty	2720704	Kalos Capital, Inc. · CRD 44337
Jennifer Taylor	5886419	Kalos Capital, Inc. · CRD 44337
Vincent Bailey	1845517	Berthel Fisher & Company Financial Services, Inc. · CRD 13609
Drew Reynolds	664813	Thornhill Securities, Inc. · CRD 22333
Troy Thomas	4691720	McDermott Investment Services, LLC · CRD 154926
Scott Sheehan	2328614	DFPG Investments, LLC · CRD 1555756
Kyle T. Kadish	4864706	Advisory Group Equity Services Ltd. · CRD 15427
Patrick Strubbe	2845724	Kalos Capital, Inc. · CRD 44337
Robert Maranghi	1427485	Dempsey Lord Smith, LLC · CRD 141238
Tony Nijmeh	2314585	DFPG Investments, LLC · CRD 155576
Colin Mansfield	4643275	DFPG Investments, LLC · CRD 155576
Emerson Equity, LLC	130032

Source: Form D, filed Apr 22, 2021. 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
Name	Reported role
John E. Carter	Executive
N/A Carter Exchange Fund Management Company, Llc	Executive
N/A Cx Evergreens At Mahan Depositor, Llc	Executive
N/A Cx Evergreens At Mahan Manager, Llc	Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:

4890 West Kennedy Boulevard Suite 200
Tampa, FL, 33609