0001898733-22-000001.txt : 20220111 0001898733-22-000001.hdr.sgml : 20220111 20220111124434 ACCESSION NUMBER: 0001898733-22-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220111 DATE AS OF CHANGE: 20220111 EFFECTIVENESS DATE: 20220111 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/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-427029 FILM NUMBER: 22523349 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 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 true 0001898733-21-000001 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 NJ NEW JERSEY 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 FL FLORIDA false Roger Bowlin 1905652 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 CA CALIFORNIA WA WASHINGTON false Eric Scaff 5281210 Concorde Investment Services, LLC 151604 44 Montgomery Street Suite 610 San Francisco CA CALIFORNIA 94101 CA CALIFORNIA false Eric Bell 7015161 Emerson Equity LLC 130032 9250 E. Costilla Avenue Suite 205 Greenwood Village CO COLORADO 80112 CO COLORADO false Ryan Finch 6379871 Emerson Equity LLC 130032 9250 E. Costilla Avenue Suite 205 Greenwood Village CO COLORADO 80112 CO COLORADO false Aubrey Morrow 836500 Concorde Investment Services, LLC 151604 5075 Shoreham Place Suite 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Jamie Furlong 6930080 Concorde Investment Services, LLC 151604 1610 R Street Suite 300 Sacramento CA CALIFORNIA 95811 CA CALIFORNIA false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 NY NEW YORK false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Quinn Morimoto 7140545 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 130 N. Preston Road Suite 238 Prosper TX TEXAS 75078 CA CALIFORNIA FL FLORIDA false Matthew Poole 5074516 DFPG Investments, LLC 155576 5531 Cancha De Golf Suite 201 Rancho Santa Fe CA CALIFORNIA 92091 CA CALIFORNIA false Edwin Suzuki 4851317 Westpark Capital, Inc. 39914 1600 Dove Street Suite 250 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false Randy Barmache 4607939 American Trust Investment Services, Inc. 3001 501 N. El Camino Real #211 San Clemente CA CALIFORNIA 92672 NH NEW HAMPSHIRE false Edward Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 MA MASSACHUSETTS false Jason Pueschel 2257351 Patrick Capital Markets, LLC 16518 11152 S. Towne Square St. Louis MO MISSOURI 63123 MA MASSACHUSETTS false 65885176 19870785 46014391 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 34 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 2022-01-11