0001872631-21-000008.txt : 20211012
0001872631-21-000008.hdr.sgml : 20211012
20211012124548
ACCESSION NUMBER: 0001872631-21-000008
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20211012
DATE AS OF CHANGE: 20211012
EFFECTIVENESS DATE: 20211012
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: 211318051
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
0001872631-21-000007
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
CA
CALIFORNIA
MN
MINNESOTA
WA
WASHINGTON
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
Nathan Kuhn
4624143
DAI Securities, LLC
36673
120 W. Eastman Street
#300
Arlington Heights
IL
ILLINOIS
60004
IL
ILLINOIS
false
Scott Sheehan
2328614
DFPG Investments, LLC
155576
240 Hudson Street
Cornwall-On-Hudson
NY
NEW YORK
12520
DC
DISTRICT OF COLUMBIA
MA
MASSACHUSETTS
false
Troy Thomas
4691720
McDermott Investment Services, LLC
154926
101 Main Street
Suite 260
Huntington Beach
CA
CALIFORNIA
92648
CA
CALIFORNIA
false
David Levinson
705929
American Trust Investment Services, Inc.
3001
4722 Main Street
Lisle
IL
ILLINOIS
60532
AK
ALASKA
CA
CALIFORNIA
FL
FLORIDA
false
Ed Fernandez
2956661
Capulent LLC
155155
2603 Main Street
Suite 1050
Irvine
CA
CALIFORNIA
92614
MO
MISSOURI
NJ
NEW JERSEY
false
Randy Barmache
4607939
American Trust Investment Services, Inc.
3001
501 N. El Camino Real
#211
San Clemente
CA
CALIFORNIA
92672
CA
CALIFORNIA
false
R. Scott Cramer
1350242
Kalos Capital, Inc.
44337
800 N. Maitland Avenue
Suite 204
Maitland
FL
FLORIDA
32751
FL
FLORIDA
false
Thomas Rauchegger
5156496
Kalos Capital, Inc.
44337
800 N. Maitland Avenue
Suite 204
Maitland
FL
FLORIDA
32751
FL
FLORIDA
false
Amr Tenney
5506866
Thornhill Securities, Inc.
22333
400 W. 15th Street
Suite 700
Austin
TX
TEXAS
78701
CA
CALIFORNIA
false
Deborah Stackpole
4969850
Stonecrest Capital Markets, Inc.
39616
45 N. Broad
Suite 401
Ridgewood
NJ
NEW JERSEY
07450
NV
NEVADA
false
Edward Kasperavich
4970038
Stonecrest Capital Markets, Inc.
39616
45 N. Broad
Suite 401
Ridgewood
NJ
NEW JERSEY
07450
NV
NEVADA
false
Mike Bendix
5379777
DFPG Investments, LLC
155576
5531 Cancha De Golf
Suite 201
Rancho Santa Fe
CA
CALIFORNIA
92091
CO
COLORADO
false
Luke Lofman
5718121
Patrick Capital Markets, LLC
16518
115 Wilcox Street
Suite 220
Castle Rock
CO
COLORADO
80104
TX
TEXAS
false
Jason Vanclef
5096529
American Trust Investment Services, Inc.
3001
8107 Loyola Boulevard
Los Angeles
CA
CALIFORNIA
90045
CA
CALIFORNIA
false
David Kangas
6591398
Wealthforge Securities, LLC
152550
738 E. Chapman Avenue
Orange
CA
CALIFORNIA
92866
NY
NEW YORK
false
Amanda Steele
6566472
McDermott Investment Services, LLC
154926
3325 Turnbridge Drive
Raleigh
NC
NORTH CAROLINA
27609
NC
NORTH CAROLINA
false
Concorde Investment Services, LLC
151604
None
None
19500 Victor Parkway
Suite 550
Livonia
MI
MICHIGAN
48152
AZ
ARIZONA
CA
CALIFORNIA
MA
MASSACHUSETTS
MO
MISSOURI
OR
OREGON
false
Ehud Gersten
7066119
Emerson Equity LLC
130032
9940 Research Drive
Suite 200
Irvine
CA
CALIFORNIA
92618
IL
ILLINOIS
false
Quinn Morimoto
7140545
Stax Capital
300607
7960 Entrada Laranja
San Diego
CA
CALIFORNIA
92127
CA
CALIFORNIA
false
Brad Watt
2565438
Patrick Capital Markets, LLC
16518
115 Wilcox Street
Suite 220
Castle Rock
CO
COLORADO
80104
OR
OREGON
false
Growth Capital Services, Inc.
124658
None
None
9032 Soquel Drive
Aptos
CA
CALIFORNIA
950003
CA
CALIFORNIA
CT
CONNECTICUT
MA
MASSACHUSETTS
false
Ivan West
4921015
American Trust Investment Services, Inc.
3001
4722 Main Street
Lisle
IL
ILLINOIS
60532
MA
MASSACHUSETTS
UT
UTAH
false
James Raine
2360466
DFPG Investments, LLC
155576
501 Main Street
Suite B
Windsor
CO
COLORADO
80550
CO
COLORADO
false
Rena Morris
4867589
Emerson Equity LLC
130032
9940 Research Drive
Suite 200
Irvine
CA
CALIFORNIA
92618
CA
CALIFORNIA
false
Taylor Garrett
4829547
Orchard Securities, LLC
133378
365 Garden Grove Lane
Suite 100
Pleasant Grove
UT
UTAH
84062
UT
UTAH
false
Vincent Bailey, Sr.
1845517
Berthel, Fisher & Company Financial Services, Inc.
13609
22 S. Fourth Street
Suite A-1
Geneva
IL
ILLINOIS
60134
IL
ILLINOIS
false
Taylor Ashland
5732470
DFPG Investments, LLC
155576
670 Superior Court
Suite 210
Medford
OR
OREGON
97504
OR
OREGON
false
Peter Roberts
6982848
Wealthforge Securities, LLC
152550
3015 W. Moore Street
Suite 102
Richmond
VA
VIRGINIA
23230
TX
TEXAS
false
67319313
35058834
32260479
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
false
76
6227036
true
0
true
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid.
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
2021-10-12