0001882232-21-000009.txt : 20211216
0001882232-21-000009.hdr.sgml : 20211216
20211216104703
ACCESSION NUMBER: 0001882232-21-000009
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20211216
DATE AS OF CHANGE: 20211216
EFFECTIVENESS DATE: 20211216
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: 211496343
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
0001882232-21-000008
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
CA
CALIFORNIA
MN
MINNESOTA
WA
WASHINGTON
false
Ed Fernandez
2956661
Capulent LLC
155155
2603 Main Street
Suite 1050
Irvine
CA
CALIFORNIA
92614
CA
CALIFORNIA
HI
HAWAII
MO
MISSOURI
NY
NEW YORK
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
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
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
NY
NEW YORK
ND
NORTH DAKOTA
TN
TENNESSEE
TX
TEXAS
WA
WASHINGTON
false
Bob Horning
2311640
McDermott Investment Services, LLC
154926
6633 S. Halm Avenue
Los Angeles
CA
CALIFORNIA
90056
CA
CALIFORNIA
false
Clay Schmidt
6920482
Thornhill Securities, Inc.
22333
400 W. 15th Street
Suite 700
Austin
TX
TEXAS
78701
IL
ILLINOIS
KS
KANSAS
false
James Nagle
4897449
Lightpath Capital, Inc.
34617
1560 E. Southlake Boulevard
Suite 100
Southlake
TX
TEXAS
76092
CA
CALIFORNIA
false
DAI Securities, LLC
36673
None
None
2200 Century Parkway NE
Suite 435
Atlanta
GA
GEORGIA
30345
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
MA
MASSACHUSETTS
MN
MINNESOTA
MO
MISSOURI
TX
TEXAS
WA
WASHINGTON
false
Brian Bennett
821115
The Strategic Financial Alliance, Inc.
126514
731 N. Tejon Street
Colorado Springs
CO
COLORADO
80903
CO
COLORADO
false
Mark Rothstein
1084659
Independent Financial Group, LLC
7717
201 Continental Boulevard
Suite 240
El Segundo
CA
CALIFORNIA
90245
CA
CALIFORNIA
false
Kevin Lau
2094539
The Strategic Financial Alliance, Inc.
126514
94-438 Kauopua Street
Mililani
HI
HAWAII
96789
HI
HAWAII
false
Troy Thomas
4691720
McDermott Investment Services, LLC
154926
101 Main Street
Suite 260
Huntington Beach
CA
CALIFORNIA
92648
CA
CALIFORNIA
false
Glenn Keen
1342526
The Strategic Financial Alliance, Inc.
126514
202 Abbey Court
Alpharetta
GA
GEORGIA
30004
SC
SOUTH CAROLINA
false
DFPG Investments, LLC
155576
None
None
9017 S. Riverside Drive
Suite 210
Sandy
UT
UTAH
84070
AZ
ARIZONA
CA
CALIFORNIA
CT
CONNECTICUT
FL
FLORIDA
IL
ILLINOIS
MA
MASSACHUSETTS
MS
MISSISSIPPI
MO
MISSOURI
NV
NEVADA
NY
NEW YORK
OR
OREGON
PA
PENNSYLVANIA
TN
TENNESSEE
false
David Funes
5467419
Thornhill Securities, Inc.
22333
400 W. 15th Street
Suite 700
Austin
TX
TEXAS
78701
AL
ALABAMA
false
Paul Getty
6470002
Lightpath Capital, Inc.
34617
97 East Brokaw Road
Suite 350
San Jose
CA
CALIFORNIA
95112
CA
CALIFORNIA
false
Peter Finnegan
1336798
Huntwicke Securities, LLC
146993
65 Washington Street
Hanover
MA
MASSACHUSETTS
02339
MA
MASSACHUSETTS
false
Amanda Steele
6566472
McDermott Investment Services, LLC
154926
3325 Turnbridge Drive
Raleigh
NC
NORTH CAROLINA
27609
NC
NORTH CAROLINA
false
Greg O'Donnell
2802185
Independent Financial Group, LLC
7717
1101 Fifth Avenue
Suite 150
San Rafael
CA
CALIFORNIA
94901
CA
CALIFORNIA
false
John Bishop
866202
Patrick Capital Markets, LLC
16518
115 Wilcox Street
Suite 220
Castle Rock
CO
COLORADO
80104
VA
VIRGINIA
false
David Levinson
705929
American Trust Investment Services, Inc.
3001
4722 Main Street
Lisle
IL
ILLINOIS
60532
CA
CALIFORNIA
false
Jason Segawa
4826346
Independent Financial Group, LLC
7717
1580 Makaloa Street
Suite 1111
Honolulu
HI
HAWAII
96814
HI
HAWAII
false
40847758
32168729
8679029
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
false
85
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
2021-12-16