0001898733-21-000001.txt : 20211229 0001898733-21-000001.hdr.sgml : 20211229 20211229101645 ACCESSION NUMBER: 0001898733-21-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211229 DATE AS OF CHANGE: 20211229 EFFECTIVENESS DATE: 20211229 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Liberty Mill, DST CENTRAL INDEX KEY: 0001898733 IRS NUMBER: 876622188 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-427029 FILM NUMBER: 211526605 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 1 primary_doc.xml X0708 D LIVE 0001898733 CX Liberty Mill, 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 Liberty Mill Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX Liberty Mill 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 false 2021-12-16 false true true false 25000 Jason McMurtry 2871788 Concorde Investment Services, LLC 151604 325 Carlsbad Village Drive Suite D Carlsbad CA CALIFORNIA 92008 CA CALIFORNIA false Stacey Morimoto 4420782 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA NV NEVADA false Anthony Brown 6900485 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA NV NEVADA false Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 28202 Cabot Road Suite 300 Laguna Niguel CA CALIFORNIA 92677 FL FLORIDA false John Ledesma 2379751 Emerson Equity LLC 130032 9940 Research Drive Suite 200 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false Robert Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 CA CALIFORNIA false Adam Bryan 5443986 McDermott Investment Services, LLC 154926 1011 Petit Avenue North Hills CA CALIFORNIA 91343 CA CALIFORNIA false David Levinson 705929 American Trust Investment Services, Inc. 3001 4722 Main Street Lisle IL ILLINOIS 60532 CA CALIFORNIA false 65885176 7511486 58373690 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 9 6094380 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 3313736 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 Liberty Mill, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2021-12-29