Form D · Other Real Estate

CX Multifamily Portfolio, DST

Tampa, FL · CIK 0001872631

Offering snapshot reported Dec 16, 2021 · SEC filing

Reported sold
$67.3M
Offering amount: $67.3M
Investors reported
148
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 20, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.7M$67.3MSep 13, 2021: $22,044,879.00Sep 13, 2021Sep 23, 2021: $30,055,915.00Sep 30, 2021: $31,009,911.00Oct 12, 2021: $35,058,834.00Oct 21, 2021: $36,145,141.00Oct 29, 2021: $44,494,768.00Nov 9, 2021: $52,076,926.00Nov 19, 2021: $56,848,826.00Nov 23, 2021: $62,787,693.00Dec 2, 2021: $64,364,028.00Dec 16, 2021: $67,319,313.00Dec 16, 2021

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$64,364,028 → $67,319,313
  • Reported investors139 → 148

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 16, 2021Amendment$67,319,313$2,955,285vs Dec 2, 2021148SEC filing
Dec 2, 2021Amendment$64,364,028$1,576,335vs Nov 23, 2021139SEC filing
Nov 23, 2021Amendment$62,787,693$5,938,867vs Nov 19, 2021133SEC filing
Nov 19, 2021Amendment$56,848,826$4,771,900vs Nov 9, 2021125SEC filing
Nov 9, 2021Amendment$52,076,926$7,582,158vs Oct 29, 2021113SEC filing
Oct 29, 2021Amendment$44,494,768$8,349,627vs Oct 21, 202195SEC filing
Oct 21, 2021Amendment$36,145,141$1,086,307vs Oct 12, 202181SEC filing
Oct 12, 2021Amendment$35,058,834$4,048,923vs Sep 30, 202176SEC filing
Sep 30, 2021Amendment$31,009,911$953,996vs Sep 23, 202161SEC filing
Sep 23, 2021Amendment$30,055,915$8,011,036vs Sep 13, 202159SEC filing
Sep 13, 2021Amendment$22,044,879No comparisonNot reportedSEC filing
Aug 30, 2021Amendment$18,284,103No comparisonNot reportedSEC filing
Aug 20, 2021Amendment$14,811,892$443,089vs Aug 12, 202129SEC filing
Aug 12, 2021Amendment$14,368,803No comparisonNot reportedSEC filing
Aug 3, 2021Initial$12,064,477No comparison16SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.23M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-408557
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
Stacey Morimoto4420782Stax Capital · CRD 300607
Anthony Brown6900485Stax Capital · CRD 300607
Roger Bowlin1905652Aurora Securities · CRD 46147
Nathan Kuhn4624143DAI Securities, LLC · CRD 36673
Scott Sheehan2328614DFPG Investments, LLC · CRD 155576
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
David Levinson705929American Trust Investment Services, Inc. · CRD 3001
Ed Fernandez2956661Capulent LLC · CRD 155155
Randy Barmache4607939American Trust Investment Services, Inc. · CRD 3001
Amr Tenney5506866Thornhill Securities, Inc. · CRD 22333
Deborah Stackpole4969850Stonecrest Capital Markets, Inc. · CRD 39616
Edward Kasperavich4970038Stonecrest Capital Markets, Inc. · CRD 39616
Mike Bendix5379777DFPG Investments, LLC · CRD 155576
Luke Lofman5718121Patrick Capital Markets, LLC · CRD 16518
Jason Vanclef5096529American Trust Investment Services, Inc. · CRD 3001
David Kangas6591398Wealthforge Securities, LLC · CRD 152550
Amanda Steele6566472McDermott Investment Services, LLC · CRD 154926
Concorde Investment Services, LLC151604
Quinn Morimoto7140545Stax Capital · CRD 300607
Brad Watt2565438Patrick Capital Markets, LLC · CRD 16518
Growth Capital Services, Inc.124658
Ivan West4921015American Trust Investment Services, Inc. · CRD 3001
James Raine2360466DFPG Investments, LLC · CRD 155576
Taylor Garrett4829547Orchard Securities, LLC · CRD 133378
Vincent Bailey, Sr.1845517Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Taylor Ashland5732470DFPG Investments, LLC · CRD 155576
Peter Roberts6982848Wealthforge Securities, LLC · CRD 152550
Clay Schmidt6920482Thornhill Securities, Inc. · CRD 22333
Taylor Armstrong6984140Aurora Securities · CRD 46147
Christina Nielson4866971DAI Securities, LLC · CRD 36673
Trawnegan Gall6266415Wealthforge Securities, LLC · CRD 152550
Paul Gruman4281475RCX Capital Group, LLC · CRD 114290
Jack Creighton1495897DAI Securities, LLC · CRD 36673
Scott Offerman4619093TCFG Wealth Management, LLC · CRD 164153
Peter Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Kalos Capital, Inc.44337
David Funes5467419Thornhill Securities, Inc. · CRD 22333
Robert Horning2311640McDermott Investment Services, LLC · CRD 154926
Sandy Simmons1018907Patrick Capital Markets, LLC · CRD 16518
Lawrence Howard6451974RCX Capital Group, LLC · CRD 114290
Emerson Equity LLC130032
Robert Boggess5007422Great Point Capital LLC · CRD 114203
Brian Dolan1376601RCX Capital Group, LLC · CRD 114290
John Bishop866202Patrick Capital Markets, LLC · CRD 16518
Sonya Gotz4007918TCFG Wealth Management, LLC · CRD 164153
Jason Finley6602032Stax Capital · CRD 300607
Lyndon Grey1789083Western International Securities, Inc. · CRD 39262
Tim Clairmont2847591ClearFP Securities, LLC · CRD 312370
Jeffrey Scott2277984Centaurus Financial, Inc. · CRD 30833
Glen Keen1342526The Strategic Financial Alliance, Inc. · CRD 126514
Robert Meyer5262157Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Steven Kolinsky1090913The Strategic Financial Alliance, Inc. · CRD 126514
Jacob Adams4975889Thornhill Securities, Inc. · CRD 22333

Source: Form D, filed Dec 16, 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
NameReported role
John E. Carter Executive
N/A Carter Exchange Fund Management Company, Llc Executive
N/A Cx Multifamily Portfolio Depositor, Llc Executive
N/A Cx Multifamily Portfolio Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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