0001872631-21-000011.txt : 20211109 0001872631-21-000011.hdr.sgml : 20211109 20211109100746 ACCESSION NUMBER: 0001872631-21-000011 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211109 DATE AS OF CHANGE: 20211109 EFFECTIVENESS DATE: 20211109 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: 211390326 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 0001872631-21-000010 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 Nathan Kuhn 4624143 DAI Securities, LLC 36673 120 W. Eastman Street #300 Arlington Heights IL ILLINOIS 60004 CA CALIFORNIA 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 NY NEW YORK false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA IL ILLINOIS 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 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 FL FLORIDA 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 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 IA IOWA KY KENTUCKY MA MASSACHUSETTS UT UTAH false James Raine 2360466 DFPG Investments, LLC 155576 501 Main Street Suite B Windsor CO COLORADO 80550 CO COLORADO 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 Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 CA CALIFORNIA false Taylor Armstrong 6984140 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 OR OREGON WA WASHINGTON false Christina Nielson 4866971 DAI Securities, LLC 36673 650 Town Center Drive Suite 1400 Costa Mesa CA CALIFORNIA 92626 OR OREGON false Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 130 N. Preston Road Suite 238 Prosper TX TEXAS 75078 CO COLORADO IA IOWA false Paul Gruman 4281475 RCX Capital Group, LLC 114290 2420 17th Street Suite 220 Denver CO COLORADO 80202 NJ NEW JERSEY false Jack Creighton 1495897 DAI Securities, LLC 36673 350 Lincoln Street Suite 2400 Hingham MA MASSACHUSETTS 02043 FL FLORIDA MA MASSACHUSETTS false Scott Offerman 4619093 TCFG Wealth Management, LLC 164153 10323 Deerpark Drive Missouri City TX TEXAS 77459 NY NEW YORK false Peter Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false Kalos Capital, Inc. 44337 None None 11525 Park Woods Circle Suite 280 Alpharetta GA GEORGIA 30005 AL ALABAMA FL FLORIDA TX TEXAS false David Funes 5467419 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 VA VIRGINIA false Robert Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 CA CALIFORNIA false Sandy Simmons 1018907 Patrick Capital Markets, LLC 16518 115 Wilcox Street Suite 220 Castle Rock CO COLORADO 80104 CA CALIFORNIA false Lawrence Howard 6451974 RCX Capital Group, LLC 114290 2420 17th Street Suite 220 Denver CO COLORADO 80202 IL ILLINOIS false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA IL ILLINOIS TX TEXAS false 67319313 52076926 15242387 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 113 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 2021-11-09