Form D · Other Real Estate

CX Residences at Congressional Village, DST

Tampa, FL · CIK 0001943964

Offering snapshot reported Dec 26, 2023 · SEC filing

Reported sold
$12.8M
Offering amount: $81.2M
Investors reported
47
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 22, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.38M$12.8MOct 3, 2022: $381,255.00Oct 3, 2022Nov 18, 2022: $866,499.00Mar 13, 2023: $2,622,841.00Jun 8, 2023: $4,835,346.00Jun 22, 2023: $5,312,704.00Jul 5, 2023: $5,312,704.00Jul 24, 2023: $6,629,848.00Aug 8, 2023: $6,948,935.00Sep 13, 2023: $8,427,362.00Oct 3, 2023: $9,880,396.00Nov 9, 2023: $11,879,159.00Dec 26, 2023: $12,763,533.00Dec 26, 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$11,879,159 → $12,763,533
  • Reported investors45 → 47

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 26, 2023Amendment$12,763,533$884,374vs Nov 9, 202347SEC filing
Nov 9, 2023Amendment$11,879,159$1,998,763vs Oct 3, 202345SEC filing
Oct 3, 2023Amendment$9,880,396$1,453,034vs Sep 13, 202338SEC filing
Sep 13, 2023Amendment$8,427,362$1,478,427vs Aug 8, 202333SEC filing
Aug 8, 2023Amendment$6,948,935$319,087vs Jul 24, 202327SEC filing
Jul 24, 2023Amendment$6,629,848$1,317,144vs Jul 5, 202325SEC filing
Jul 5, 2023Amendment$5,312,704$0vs Jun 22, 202321SEC filing
Jun 22, 2023Amendment$5,312,704$477,358vs Jun 8, 202321SEC filing
Jun 8, 2023Amendment$4,835,346$2,212,505vs Mar 13, 202319SEC filing
Mar 13, 2023Amendment$2,622,841$1,756,342vs Nov 18, 202210SEC filing
Nov 18, 2022Amendment$866,499$485,244vs Oct 3, 20225SEC filing
Oct 3, 2022Initial$381,255No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$7.51M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-460490
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
American Trust Investment Services, Inc.3001
Lightpath Capital, Inc.34617
Aurora Securities46147
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
Crescent Securities Group, Inc.114993

Source: Form D, filed Dec 26, 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 Residences At Congressional Village Depositor, Llc Executive
N/A Cx Residences At Congressional Village Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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