Form D · Other Real Estate

CX Station at Clift Farm, DST

Tampa, FL · CIK 0001942116

Offering snapshot reported Nov 1, 2023 · SEC filing

Reported sold
$25M
Offering amount: $69.4M
Investors reported
57
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 19, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.5M$25MSep 2, 2022: $1,386,700.00Sep 2, 2022Sep 21, 2022: $1,486,700.00Nov 3, 2022: $2,916,269.00Jan 5, 2023: $5,429,062.00Jan 19, 2023: $5,790,545.00Apr 17, 2023: $8,578,620.00May 24, 2023: $9,209,911.00Jul 13, 2023: $14,103,355.00Jul 17, 2023: $15,052,562.00Aug 10, 2023: $16,162,017.00Sep 8, 2023: $19,262,769.00Sep 20, 2023: $19,762,426.00Oct 4, 2023: $20,824,140.00Oct 17, 2023: $21,609,308.00Nov 1, 2023: $25,015,658.00Nov 1, 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$21,609,308 → $25,015,658
  • Reported investors52 → 57

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 1, 2023Amendment$25,015,658$3,406,350vs Oct 17, 202357SEC filing
Oct 17, 2023Amendment$21,609,308$785,168vs Oct 4, 202352SEC filing
Oct 4, 2023Amendment$20,824,140$1,061,714vs Sep 20, 202350SEC filing
Sep 20, 2023Amendment$19,762,426$499,657vs Sep 8, 202345SEC filing
Sep 8, 2023Amendment$19,262,769$3,100,752vs Aug 10, 202342SEC filing
Aug 10, 2023Amendment$16,162,017$1,109,455vs Jul 17, 202336SEC filing
Jul 17, 2023Amendment$15,052,562$949,207vs Jul 13, 202333SEC filing
Jul 13, 2023Amendment$14,103,355$4,893,444vs May 24, 202330SEC filing
May 24, 2023Amendment$9,209,911$631,291vs Apr 17, 202325SEC filing
Apr 17, 2023Amendment$8,578,620$2,788,075vs Jan 19, 202322SEC filing
Jan 19, 2023Amendment$5,790,545$361,483vs Jan 5, 202315SEC filing
Jan 5, 2023Amendment$5,429,062$2,512,793vs Nov 3, 202213SEC filing
Nov 3, 2022Amendment$2,916,269$1,429,569vs Sep 21, 20228SEC filing
Sep 21, 2022Amendment$1,486,700$100,000vs Sep 2, 20223SEC filing
Sep 2, 2022Initial$1,386,700No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$6.42M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-457829
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
Huntwicke Securities, LLC146993
Stonecrest Capital Markets, Inc.39616
American Trust Investment Services, Inc.3001
Lightpath Capital, Inc.34617
FNEX Capital, LLC166316
Wealthforge Securities, LLC152550
Independent Financial Group, LLC7717
Capulent LLC155155
Calton & Associates, Inc.20999
McDermott Investment Services, LLC154926
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
The Strategic Financial Alliance, Inc.126514
Aurora Securities46147
Great Point Capital LLC114203
Purshe Kaplan Sterling Investments35747
DAI Securities, LLC36673

Source: Form D, filed Nov 1, 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 Station At Clift Farm Depositor, Llc Executive
N/A Cx Station At Clift Farm Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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