Form D · Other Real Estate

CX Highland, DST

Tampa, FL · CIK 0001889361

Offering snapshot reported Apr 1, 2022 · SEC filing

Reported sold
$36.2M
Offering amount: $36.2M
Investors reported
85
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 28, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.1M$36.2MNov 9, 2021: $3,139,004.00Nov 9, 2021Nov 23, 2021: $3,811,827.00Dec 2, 2021: $9,362,756.00Dec 8, 2021: $13,173,727.00Dec 16, 2021: $15,124,612.00Dec 22, 2021: $18,945,114.00Dec 29, 2021: $24,044,035.00Jan 11, 2022: $31,139,622.00Jan 19, 2022: $34,043,983.00Feb 2, 2022: $35,519,956.00Feb 14, 2022: $35,656,356.00Feb 22, 2022: $35,896,356.00Mar 21, 2022: $36,127,366.00Apr 1, 2022: $36,155,575.00Apr 1, 2022

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$36,127,366 → $36,155,575
  • Reported investors84 → 85

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 1, 2022Amendment$36,155,575$28,209vs Mar 21, 202285SEC filing
Mar 21, 2022Amendment$36,127,366$231,010vs Feb 22, 202284SEC filing
Feb 22, 2022Amendment$35,896,356$240,000vs Feb 14, 202282SEC filing
Feb 14, 2022Amendment$35,656,356$136,400vs Feb 2, 202281SEC filing
Feb 2, 2022Amendment$35,519,956$1,475,973vs Jan 19, 202280SEC filing
Jan 19, 2022Amendment$34,043,983$2,904,361vs Jan 11, 202276SEC filing
Jan 11, 2022Amendment$31,139,622$7,095,587vs Dec 29, 202161SEC filing
Dec 29, 2021Amendment$24,044,035$5,098,921vs Dec 22, 202147SEC filing
Dec 22, 2021Amendment$18,945,114$3,820,502vs Dec 16, 202129SEC filing
Dec 16, 2021Amendment$15,124,612$1,950,885vs Dec 8, 202119SEC filing
Dec 8, 2021Amendment$13,173,727$3,810,971vs Dec 2, 202115SEC filing
Dec 2, 2021Amendment$9,362,756$5,550,929vs Nov 23, 20219SEC filing
Nov 23, 2021Amendment$3,811,827$672,823vs Nov 9, 20216SEC filing
Nov 9, 2021Initial$3,139,004No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.34M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-420414
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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RecipientCRDAssociated broker-dealer
Robert Boggess5007422Great Point Capital LLC · CRD 114203
Jordan Colman5860708Purshe Kaplan Sterling Investments · CRD 35747
Kurt Volker5495090Purshe Kaplan Sterling Investments · CRD 35747
Nathan Kuhn4624143DAI Securities, LLC · CRD 36673
Steve Haskell6864948FNEX Capital, LLC · CRD 166316
Roger Bowlin1905652Aurora Securities · CRD 46147
Trawnegan Gall6266415Wealthforge Securities, LLC · CRD 152550
Scott Sheehan2328614DFPG Investments, LLC · CRD 155576
Cory Thomas4234748McDermott Investment Services, LLC · CRD 154926
Christina Nielson4866971DAI Securities, LLC · CRD 36673
Don Meredith1867703Lightpath Capital, Inc. · CRD 34617
Clay Schmidt6920482Thornhill Securities, Inc. · CRD 22333
Ed Fernandez2956661Capulent LLC · CRD 155155
Sonya Gotz4007918TCFG Wealth Management, LLC · CRD 164153
Alex Madden7089201Growth Capital Services, Inc. · CRD 124658
Gordon Hamilton5002789Colorado Financial Service Corporation · CRD 104343
A. Trevor Flor7238685DAI Securities, LLC · CRD 36673
Tom Enstice502060Coastal Equities, Inc. · CRD 23769
Jason Salmon6081963Growth Capital Services, Inc. · CRD 124658
Paul Lee5541067Kingswood Capital Partners, LLC · CRD 288898
Joyce Thomas2713664Independent Financial Group, LLC · CRD 7717
Robert Horning2311640McDermott Investment Services, LLC · CRD 154926
Ben Carmona5120428Emerson Equity LLC · CRD 130032
Concorde Investment Services, LLC151604
David Allred2496873Purshe Kaplan Sterling Investments · CRD 35747
Daniel Williams5293652Great Point Capital LLC · CRD 114203
Jack Creighton1495897DAI Securities, LLC · CRD 36673
Matthew Poole5074516DFPG Investments, LLC · CRD 155576
Shunsuke Jimmy Fukushi4933092Independent Financial Group, LLC · CRD 7717
Brad Watt2565438Patrick Capital Markets, LLC · CRD 16518
Christopher Zehner4228224Purshe Kaplan Sterling Investments · CRD 35747
Rich Zuvella5207826Colorado Financial Service Corporation · CRD 104343
Chay Lapin6275140Growth Capital Services, Inc. · CRD 124658
John Doane4083486Advisory Group Equity Services Ltd. · CRD 15427
Louis Lodato1315583Great Point Capital LLC · CRD 114203
Brett Clarke4777354Independent Financial Group, LLC · CRD 7717
David Koehler4832628Independent Financial Group, LLC · CRD 7717
Leslie Pappas1735372Lightpath Capital, Inc. · CRD 34617
Robert Davis5255982Coastal Equities, Inc. · CRD 23769
Peter Stratton3276839Independent Financial Group, LLC · CRD 7717
Jeff Lewis1744218Advisory Group Equity Services Ltd · CRD 15427
Kyle Kadish4864706Advisory Group Equity Services Ltd · CRD 15427
Nir Regev1847410DFPG Investments, LLC · CRD 155576

Source: Form D, filed Apr 1, 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.

People and organizations reported in Form D filings
NameReported role
John E. Carter Executive
N/A Carter Exchange Fund Management Company, Llc Executive
N/A Cx Highland Depositor, Llc Executive
N/A Cx Highland Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
4890 West Kennedy Boulevard Suite 200
Tampa, FL, 33609