Form D · Other Real Estate

CX Lively Indigo Run, DST

Tampa, FL · CIK 0001931828

Offering snapshot reported Oct 4, 2023 · SEC filing

Reported sold
$36.1M
Offering amount: $103M
Investors reported
99
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 27, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.1M$36.1MJul 12, 2022: $1,279,178.00Jul 12, 2022Jul 25, 2022: $2,353,843.00Aug 8, 2022: $7,817,255.00Aug 17, 2022: $8,640,908.00Sep 6, 2022: $9,700,022.00Sep 21, 2022: $10,800,022.00Oct 3, 2022: $11,244,081.00Oct 14, 2022: $11,445,576.00Nov 3, 2022: $12,824,097.00Nov 28, 2022: $14,140,321.00Feb 2, 2023: $16,479,685.00Feb 16, 2023: $19,308,547.00Mar 2, 2023: $20,504,347.00May 10, 2023: $22,437,113.00May 24, 2023: $23,587,113.00Jun 29, 2023: $24,234,875.00Jul 13, 2023: $26,659,118.00Oct 4, 2023: $36,116,265.00Oct 4, 2023

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$26,659,118 → $36,116,265
  • Reported investors70 → 99

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 4, 2023Amendment$36,116,265$9,457,147vs Jul 13, 202399SEC filing
Jul 13, 2023Amendment$26,659,118$2,424,243vs Jun 29, 202370SEC filing
Jun 29, 2023Amendment$24,234,875$647,762vs May 24, 202369SEC filing
May 24, 2023Amendment$23,587,113$1,150,000vs May 10, 202365SEC filing
May 10, 2023Amendment$22,437,113$1,932,766vs Mar 2, 202361SEC filing
Mar 2, 2023Amendment$20,504,347$1,195,800vs Feb 16, 202357SEC filing
Feb 16, 2023Amendment$19,308,547$2,828,862vs Feb 2, 202353SEC filing
Feb 2, 2023Amendment$16,479,685$2,339,364vs Nov 28, 202249SEC filing
Nov 28, 2022Amendment$14,140,321$1,316,224vs Nov 3, 202244SEC filing
Nov 3, 2022Amendment$12,824,097$1,378,521vs Oct 14, 202242SEC filing
Oct 14, 2022Amendment$11,445,576$201,495vs Oct 3, 202238SEC filing
Oct 3, 2022Amendment$11,244,081$444,059vs Sep 21, 202237SEC filing
Sep 21, 2022Amendment$10,800,022$1,100,000vs Sep 6, 202233SEC filing
Sep 6, 2022Amendment$9,700,022$1,059,114vs Aug 17, 202231SEC filing
Aug 17, 2022Amendment$8,640,908$823,653vs Aug 8, 202224SEC filing
Aug 8, 2022Amendment$7,817,255$5,463,412vs Jul 25, 202221SEC filing
Jul 25, 2022Amendment$2,353,843$1,074,665vs Jul 12, 202212SEC filing
Jul 12, 2022Initial$1,279,178No comparison7SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$10.1M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-451947
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
Patrick Capital Markets, LLC16518
Emerson Equity LLC130032
DFPG Investments, LLC155576
Concorde Investment Services, LLC151604
FNEX Capital, LLC166316
McDermott Investment Services, LLC154926
Lightpath Capital, Inc.34617
Independent Financial Group, LLC7717
Huntwicke Securities, LLC146993
American Trust Investment Services, Inc.3001
Wealthforge Securities152550
Berthel Fisher and Co.13609
Somerset Securities, Inc.2493
Capulent LLC155155
Colorado Financial Service Corporation104343
Cabin Securities, Inc.137608
Infinity Financial Services144302
Realized Financial, Inc.22333
Peak Brokerage Services, LLC157045
Coastal Equities, Inc.23769
Saxony Securities, Inc.115547

Source: Form D, filed Oct 4, 2023. 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 Lively Indigo Run Depositor, Llc Executive
N/A Cx Lively Indigo Run Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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