Form D · Other Real Estate

JLLX Ardenwood II, DST

Chicago, IL · CIK 0001966560

Offering snapshot reported Sep 12, 2025 · SEC filing

Reported sold
$56.7M
Offering amount: $56.7M
Investors reported
93
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Apr 24, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 12, 2025Amendment$56,724,512No comparison93SEC filing
Nov 13, 2023Amendment$52,535,631$2,184,289vs Sep 5, 202385SEC filing
Sep 5, 2023Amendment$50,351,342$6,953,445vs Aug 18, 202381SEC filing
Aug 18, 2023Amendment$43,397,897$8,744,941vs Aug 9, 202371SEC filing
Aug 9, 2023Amendment$34,652,956$10,883,817vs Jul 6, 202359SEC filing
Jul 6, 2023Amendment$23,769,139$22,920,000vs May 11, 202334SEC filing
May 11, 2023Amendment$849,139No comparison2SEC filing
Mar 20, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
$3.97M (estimated)
Finders' fees
$0
Form D file number
021-476338

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
JOSEPH P WERNER6645379LaSalle Investment Management Distributors, LLC · CRD 157625
PATRICK EASTER1368137RBC CAPITAL MARKETS LLC · CRD 31194
JASON MCMURTRY2871788CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
JAMES BASHAW1251491INDEPENDENT FINANCIAL GROUP, LLC · CRD 7177
DANIEL RAUPP4079107CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
SEAN WHALEN4000934CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
KYLE CAVANAUGH6313953MORGAN STANLEY · CRD 149777
MICHAEL LATIMER2893154MORGAN STANLEY · CRD 149777
RICHARD NELSON4320851MORGAN STANLEY · CRD 149777
THOMAS RISHOVD2572728MORGAN STANLEY · CRD 149777
WILLIAM MUNDY4199804MORGAN STANLEY · CRD 149777
WILLIAM CHRISTIAN2930040ROCKEFELLER FINANCIAL LLC · CRD 291361
MARTI MARACHE2393657SANCTUARY SECURITIES INC · CRD 205
MICHAEL EDMONDS6233223MORGAN STANLEY · CRD 149777
SUSAN HOVANEC1969275RBC CAPITAL MARKETS LLC · CRD 31194
EHUD GERSTEN7066119EMERSON EQUITY LLC · CRD 130032
DANIEL RUBEN5716704INDEPENDENT FINANCIAL GROUP, LLC · CRD 7177
KELLY H CLYDE4825839INDEPENDENT FINANCIAL GROUP, LLC · CRD 7177
JASON BENTLEY7064127JANNEY MONTGOMERY SCOTT LLC · CRD 463
KURT EVAN MEYER1563445MORGAN STANLEY · CRD 149777
MICHAEL YEN4248591MORGAN STANLEY · CRD 149777
STEPHEN BARTOLI4005464MORGAN STANLEY · CRD 149777
Brian Addington2882035RBC Capital Markets LLC · CRD 31194
Caleb Sams7159458Commonwealth Financial Network · CRD 8032
Carlos Duque5607485Morgan Stanley · CRD 149777
Christopher Michael Vizzi5095868Independent Financial Group, LLC · CRD 7717
Christian Finley7036835Morgan Stanley · CRD 149777
Christopher Dolt4158560Morgan Stanley · CRD 149777
David Leifer1558612Morgan Stanley · CRD 149777
Ernest Dean Jr.2223858Morgan Stanley · CRD 149777
Kay Pfleghardt6225691Commonwealth Financial Network · CRD 8032
Kevin Kensinger5859757Concorde Investment Services, LLC · CRD 151604
Kurt Neddenriep2723394Morgan Stanley · CRD 149777
Matthew Lacour5244881Morgan Stanley · CRD 149777
Paul Leach4952675Rockefeller Financial LLC · CRD 291361
Peyton Cook5135780Morgan Stanley · CRD 149777
Ryan Rupert4242479Morgan Stanley · CRD 149777
Ryan Wroblewski6158332Morgan Stanley · CRD 149777
Zachary Sobel4195211Morgan Stanley · CRD 149777
ETHAN LINDBLOOM4072349JANNEY MONTGOMERY SCOTT LLC · CRD 463
IGNACIO MENDIVE3261272MORGAN STANLEY · CRD 149777
KEN ANDERSON5471426MORGAN STANLEY · CRD 149777
JEREMY SUTTON5680461RBC CAPITAL MARKETS LLC · CRD 31194
AMR TENNEY5506866REALIZED FINANCIAL, INC. · CRD 22333
MCKENNA DUNCAN7310472REALIZED FINANCIAL, INC. · CRD 22333
MICHAEL PARIS5087636COMMONWEALTH FINANCIAL NETWORK · CRD 8032
MITCHELL GLICKSMAN2580633COMMONWEALTH FINANCIAL NETWORK · CRD 8032
ROY PFLEGER II5896655DAI SECURITIES LLC · CRD 36673
SAM BERARDINO III5341920MORGAN STANLEY · CRD 149777
ZAK KOFFLER5687935MORGAN STANLEY · CRD 149777
WADE-MCCALLA PEETE INV GROUP2601960RBC CAPITAL MARKETS LLC · CRD 31194
CHRISTINA NIELSON4866971DAI SECURITIES, LLC · CRD 36673
RONALD PHILLIPS2823393MORGAN STANLEY · CRD 149777
SCOTT BERK2790714MORGAN STANLEY · CRD 149777

Source: Form D, filed Sep 12, 2025. 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
Gregory A. Falk Executive
N/A Jll Exchange Trs, Llc Promoter
N/A La Salle Investment Management, Inc. Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
333 West Wacker Drive, Suite 2300
Chicago, IL, 60606