0001872631-21-000002.txt : 20210812 0001872631-21-000002.hdr.sgml : 20210812 20210812102008 ACCESSION NUMBER: 0001872631-21-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Multifamily Portfolio, DST CENTRAL INDEX KEY: 0001872631 IRS NUMBER: 866753887 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-408557 FILM NUMBER: 211165874 BUSINESS ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 BUSINESS PHONE: (813) 281-1023 MAIL ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 D/A 1 primary_doc.xml X0708 D/A LIVE 0001872631 CX Multifamily Portfolio, DST 4890 WEST KENNEDY BOULEVARD SUITE 200 TAMPA FL FLORIDA 33609 (813) 281-1023 DELAWARE None None Other Delaware Statutory Trust true 2021 John E. Carter 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer President of the Manager of the Issuer N/A Carter Exchange Fund Management Company, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Sponsor of the Issuer N/A CX Multifamily Portfolio Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX Multifamily Portfolio Depositor, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Depositor of the Issuer Other Real Estate Decline to Disclose 06b true 0001872631-21-000001 2021-07-20 false true true false 25000 Stacey Morimoto 4420782 Stax Capital 300607 4901 Morena Boulevard Suite 121 San Diego CA CALIFORNIA 92117 CA CALIFORNIA NV NEVADA WA WASHINGTON false Anthony Brown 6900485 Stax Capital 300607 4901 Morena Boulevard Suite 121 San Diego CA CALIFORNIA 92117 CA CALIFORNIA NV NEVADA WA WASHINGTON false Roger Bowlin 1905652 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 WA WASHINGTON false Chay Lapin 6275140 Growth Capital Services, Inc. 124658 21515 Hawthorn Boulevard Suite 360 Torrance CA CALIFORNIA 90503 CA CALIFORNIA false Orrin Barrow 6784158 Growth Capital Services, Inc. 124658 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 CA CALIFORNIA false Zach Brough 5674690 Emerson Equity LLC 130032 7960 B Soquel Drive Suite 253 Aptos CA CALIFORNIA 95003 CA CALIFORNIA false Benjamin Carmona 5120428 Emerson Equity LLC 130032 9940 Research Drive Suite 200 Irvine CA CALIFORNIA 92618 TX TEXAS false Josh Stivers 5708565 Kalos Capital, Inc. 44337 2806 Flintrock Trace Suite A203 Austin TX TEXAS 78738 TX TEXAS false Robert Langhorst 1832998 Concorde Investment Services, LLC 151604 325 N. Kirkwood Kirkwood MO MISSOURI 63122 MO MISSOURI false Nathan Kuhn 4624143 DAI Securities, LLC 36673 120 W. Eastman Street #300 Arlington Heights IL ILLINOIS 60004 IL ILLINOIS false Scott Sheeham 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 MA MASSACHUSETTS false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false 67319313 14368803 52950510 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 25 6227036 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid to one or more Related Persons. 3427993 true Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. false CX Multifamily Portfolio, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2021-08-12