Form D · Commercial
CX Midwest Industrial Logistics, DST
Tampa, FL · CIK 0001948553
Offering snapshot reported Nov 28, 2023 · SEC filing
- Reported sold
- $3.82M Offering amount: $69.1M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 26, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 9
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 28, 2023 | Amendment | $3,823,625 | No comparison | 9 | SEC filing |
| Sep 28, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.39M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-460038
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MIKE KILPATRICK | 1278618 | CENTAURUS FINANCIAL, INC. · CRD 30833 |
| CHRISTOPHER KINGSLEY LAROCHELLE | 4883462 | DFPG INVESTMENTS, LLC. · CRD 155576 |
| FREDERICK HARRIS | 2775162 | DFPG INVESTMENTS, LLC. · CRD 155576 |
| KENNETH MICHAEL KLADOURIS | 5181249 | DFPG INVESTMENTS, LLC. · CRD 155576 |
| MICHAEL ALLAN BENDIX | 5379777 | DFPG INVESTMENTS, LLC. · CRD 155576 |
| CORBIN SCOTT THOMAS | 4234748 | McDERMOTT INVESTMENT SERVICES, LLC · CRD 154926 |
| CRAIG FERNSLER | 5558907 | McDERMOTT INVESTMENT SERVICES, LLC · CRD 154926 |
| THOMAS H. SHANLEY | 2127985 | DFPG INVESTMENTS, LLC. · CRD 155576 |
Source: Form D, filed Nov 28, 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.
| Name | Reported role |
|---|---|
| John E. Carter | Executive |
| N/A Cx Midwest Industrial Logistics Depositor, Llc | Promoter |
| N/A Cx Midwest Industrial Logistics Manager, Llc | Promoter |
| Lisa A. Drummond | Executive |
| Thomas Guard | Executive |
| Gael Ragone | Executive |
| Robert Dallas Whitaker, Jr. | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
4890 W. Kennedy Blvd., Suite 200
Tampa, FL, 33609
Tampa, FL, 33609