Form D · Other Real Estate

CX Liberty Mill, DST

Tampa, FL · CIK 0001898733

Offering snapshot reported Apr 11, 2022 · SEC filing

Reported sold
$65.9M
Offering amount: $65.9M
Investors reported
131
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 16, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$32.9M$65.9MDec 29, 2021: $7,511,486.00Dec 29, 2021Jan 11, 2022: $19,870,785.00Jan 19, 2022: $35,394,326.00Jan 25, 2022: $41,049,006.00Feb 2, 2022: $42,158,734.00Feb 14, 2022: $55,115,631.00Feb 22, 2022: $56,392,601.00Mar 1, 2022: $59,050,393.00Mar 10, 2022: $61,633,995.00Mar 21, 2022: $62,746,205.00Apr 1, 2022: $63,473,559.00Apr 11, 2022: $65,885,176.00Apr 11, 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$63,473,559 → $65,885,176
  • Reported investors129 → 131

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2022Amendment$65,885,176$2,411,617vs Apr 1, 2022131SEC filing
Apr 1, 2022Amendment$63,473,559$727,354vs Mar 21, 2022129SEC filing
Mar 21, 2022Amendment$62,746,205$1,112,210vs Mar 10, 2022125SEC filing
Mar 10, 2022Amendment$61,633,995$2,583,602vs Mar 1, 2022122SEC filing
Mar 1, 2022Amendment$59,050,393$2,657,792vs Feb 22, 2022117SEC filing
Feb 22, 2022Amendment$56,392,601$1,276,970vs Feb 14, 2022112SEC filing
Feb 14, 2022Amendment$55,115,631$12,956,897vs Feb 2, 2022106SEC filing
Feb 2, 2022Amendment$42,158,734$1,109,728vs Jan 25, 202286SEC filing
Jan 25, 2022Amendment$41,049,006$5,654,680vs Jan 19, 202282SEC filing
Jan 19, 2022Amendment$35,394,326$15,523,541vs Jan 11, 202274SEC filing
Jan 11, 2022Amendment$19,870,785$12,359,299vs Dec 29, 202134SEC filing
Dec 29, 2021Initial$7,511,486No comparison9SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.09M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-427029
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

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Stacey Morimoto4420782Stax Capital · CRD 300607
Anthony Brown6900485Stax Capital · CRD 300607
Sonya Gotz4007918TCFG Wealth Management, LLC · CRD 164153
Robert Horning2311640McDermott Investment Services, LLC · CRD 154926
Adam Bryan5443986McDermott Investment Services, LLC · CRD 154926
David Levinson705929American Trust Investment Services, Inc. · CRD 3001
Roger Bowlin1905652Aurora Securities · CRD 46147
Jason Finley6602034Stax Capital · CRD 300607
Quinn Morimoto7140545Stax Capital · CRD 300607
Trawnegan Gall6266415Wealthforge Securities, LLC · CRD 152550
Edwin Suzuki4851317Westpark Capital, Inc. · CRD 39914
Randy Barmache4607939American Trust Investment Services, Inc. · CRD 3001
Edward Fernandez2956661Capulent LLC · CRD 155155
Jason Pueschel2257351Patrick Capital Markets, LLC · CRD 16518
Christopher Zehner4228224Purshe Kaplan Sterling Investments · CRD 35747
Joe Quartucci4522516Kalos Capital, Inc. · CRD 44337
Terence Taylor5269151Kalos Capital, Inc. · CRD 44337
Rob Johnson4318220Thornhill Securities, Inc. · CRD 22333
Sandy Simmons1018907Patrick Capital Markets, LLC · CRD 16518
Eric Kuchherzki2529623Centaurus Financial, Inc. · CRD 30833
Leslie Pappas1735372Lightpath Capital, Inc. · CRD 34617
Preston Charlton2135631Wealthforge Securities, LLC · CRD 152550
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
DFPG Investments, LLC155576
Carmine Galimi3265523Growth Capital Services, Inc. · CRD 124658
Less Anderson873403Wilson-Davis & Co., Inc. · CRD 3777
David Kangas6591398Wealthforge Securities, LLC · CRD 152550
Michael Cronin4737860Huntwicke Securities, LLC · CRD 146993
Ivan West4921015American Trust Investment Services, Inc. · CRD 3001
Billy Aycock4069907Center Street Securities, Inc. · CRD 26898
James Torti7011095Colorado Financial Service Corporation · CRD 104343
Joseph Kocsis2423884Great Point Capital LLC · CRD 114203
Matthew Nadeau4637541Kingswood Capital Partners, LLC · CRD 288898
Donna Payne1007323Centaurus Financial, Inc. · CRD 30833
Gordon Hamilton5028789Colorado Financial Service Corporation · CRD 104343
Steven Kolinsky1090913The Strategic Financial Alliance, Inc. · CRD 126514
Kim Kunz718618Westpark Capital, Inc. · CRD 39914
Chad Kolinsky6414638The Strategic Financial Alliance, Inc. · CRD 126514
Thomas Hamlin2208505Somerset Securities, Inc. · CRD 2493
David Allred2496873Purshe Kaplan Sterling Investments · CRD 35747
Darren Whissen4716755Link Alts Capital, LLC · CRD 309956

Source: Form D, filed Apr 11, 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 Liberty Mill Depositor, Llc Executive
N/A Cx Liberty Mill Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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