0001882232-21-000004.txt : 20211029 0001882232-21-000004.hdr.sgml : 20211029 20211029143613 ACCESSION NUMBER: 0001882232-21-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211029 DATE AS OF CHANGE: 20211029 EFFECTIVENESS DATE: 20211029 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX EOS Orlando, DST CENTRAL INDEX KEY: 0001882232 IRS NUMBER: 876418559 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-416016 FILM NUMBER: 211362527 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 0001882232 CX EOS Orlando, 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 EOS Orlando Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX EOS Orlando 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 0001882232-21-000003 2021-09-24 false true true false 25000 Zach Brough 5674690 Emerson Equity LLC 130032 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA false Taylor Garrett 4829547 Orchard Securities, LLC 133378 365 Garden Grove Lane Suite 100 Pleasant Grove UT UTAH 84062 UT UTAH false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 OK OKLAHOMA false Roger Bowlin 1905652 Aurora Securities, LLC 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 MN MINNESOTA WA WASHINGTON false Joseph Michaletz 1327534 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Mike O'Toole 6336251 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 CA CALIFORNIA CT CONNECTICUT NY NEW YORK false Ed Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 CA CALIFORNIA MO MISSOURI false Ran Fuchs 5593133 IDB Capital Corp. 106032 1114 Avenue of the Americas New York NY NEW YORK 10036 NJ NEW JERSEY false Steve Haskell 6864948 Growth Capital Services, Inc. 124658 888 Prospect Street Suite 200 La Jolla CA CALIFORNIA 92037 CA CALIFORNIA false John McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street Suite 201 Marysville WA WASHINGTON 98271 WA WASHINGTON false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court Suite 210 Medford OR OREGON 97504 OR OREGON false Trevor Flor 7238685 DAI Securities, LLC 36673 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 FL FLORIDA false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court Suite 210 Medford OR OREGON 97504 OR OREGON false John McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street NE Suite 201 Marysville WA WASHINGTON 98271 WA WASHINGTON false Chay Lapin 6275140 Growth Capital Services, Inc. 124658 215151 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 CA CALIFORNIA false Betty Friant 2122446 Growth Capital Services, Inc. 124658 1101 Pennsylvania Avenue, N.W. Suite 300 Washington DC DISTRICT OF COLUMBIA 20004 VA VIRGINIA WV WEST VIRGINIA false Jack Creighton 1495897 DAI Securities, LLC 36673 350 Lincoln Street Suite 2400 Hingham MA MASSACHUSETTS 02043 FL FLORIDA MA MASSACHUSETTS false Andrew Bagnall 4331728 Emerson Equity LLC 130032 21900 Burbank Boulevard Third Floor Woodland Hills CA CALIFORNIA 91367 CA CALIFORNIA false Robert Boggess 5007422 Great Point Capital LLC 114203 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA false Jason Salmon 6081963 Growth Capital Services, Inc. 124658 104 East 40th Street 5th Floor New York NY NEW YORK 10018 FL FLORIDA false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 CA CALIFORNIA ND NORTH DAKOTA TX TEXAS WA WASHINGTON false 40847758 11107741 29740017 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 33 3778417 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 2183478 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 EOS Orlando, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2021-10-29