Form D · Commercial
CX Texas Industrial II, DST
Tampa, FL · CIK 0002002098
Offering snapshot reported Sep 24, 2024 · SEC filing
- Reported sold
- $2.94M Offering amount: $3.5M
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jan 24, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 31
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 24, 2024 | Amendment | $2,943,980 | No comparison | 31 | SEC filing |
| Jan 16, 2024 | 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
- $254K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-502445
Regarding Item 11, the Issuer may accept smaller investment amounts at the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions and managing dealer fees.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Orchard Securities | 133378 | |
| Concorde Investment Services, LLC | 151604 | |
| Realized Financial, Inc. | 22333 | |
| FNEX Capital, LLc | 166316 | |
| DAI Securities, LLC | 36673 |
Source: Form D, filed Sep 24, 2024. 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 Carter | Executive |
| N/A Carter Exchange Fund Management Company, Llc | Executive |
| N/A Cx Texas Industrial Ii Investments, Llc | Promoter |
| N/A Cx Texas Industrial Ii Manager, Llc | Director |
| Gael Ragone | Executive |
| Robert Dallas Whitaker | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
4890 W. Kennedy Blvd., Suite 200
Tampa, FL, 33609
Tampa, FL, 33609