0001898733-22-000010.txt : 20220401 0001898733-22-000010.hdr.sgml : 20220401 20220401132233 ACCESSION NUMBER: 0001898733-22-000010 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220401 DATE AS OF CHANGE: 20220401 EFFECTIVENESS DATE: 20220401 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: 22797251 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 0001898733-22-000009 2021-12-16 false true true false 25000 Stacey Morimoto 4420782 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA NV NEVADA OR OREGON 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 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 TN TENNESSEE WA WASHINGTON false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA OR OREGON false Quinn Morimoto 7140545 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA OR OREGON false Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 130 N. Preston Road Suite 238 Prosper TX TEXAS 75078 CA CALIFORNIA FL FLORIDA 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 Christopher Zehner 4228224 Purshe Kaplan Sterling Investments 35747 235 West 6th Street Erie PA PENNSYLVANIA 16507 PA PENNSYLVANIA false Joe Quartucci 4522516 Kalos Capital, Inc. 44337 165 Elmhurst Suite B Kyle TX TEXAS 78640 TX TEXAS false Terence Taylor 5269151 Kalos Capital, Inc. 44337 165 Elmhurst Suite B Kyle TX TEXAS 78640 TX TEXAS false Rob Johnson 4318220 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 CA CALIFORNIA NV NEVADA false Sandy Simmons 1018907 Patrick Capital Markets, LLC 16518 115 Wilcox Street Suite 220 Castle Rock CO COLORADO 80104 WA WASHINGTON false Eric Kuchherzki 2529623 Centaurus Financial, Inc. 30833 840 Hinckley Road Suite 226 Burlingame CA CALIFORNIA 94010 CA CALIFORNIA false Leslie Pappas 1735372 Lightpath Capital, Inc. 34617 8488 35th Avenue N St. Petersburg FL FLORIDA 33710 CA CALIFORNIA false Preston Charlton 2135631 Wealthforge Securities, LLC 152550 7051 Heathcote Village Way Suite 200 Gainesville VA VIRGINIA 20155 MD MARYLAND NJ NEW JERSEY false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 CA CALIFORNIA CO COLORADO FL FLORIDA NM NEW MEXICO false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA ME MAINE false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 CA CALIFORNIA FL FLORIDA MD MARYLAND NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA RI RHODE ISLAND UT UTAH VT VERMONT false Carmine Galimi 3265523 Growth Capital Services, Inc. 124658 2093 Philadelphia Pike 4196 Claymont DE DELAWARE 19703 IL ILLINOIS false Less Anderson 873403 Wilson-Davis & Co., Inc. 3777 236 South Main Salt Lake City UT UTAH 84101 UT UTAH false David Kangas 6591398 Wealthforge Securities, LLC 152550 738 E. Chapman Avenue Orange CA CALIFORNIA 92866 CA CALIFORNIA FL FLORIDA TX TEXAS false Michael Cronin 4737860 Huntwicke Securities, LLC 146993 7 Grove Street Suite 201 Topsfield MA MASSACHUSETTS 01983 MA MASSACHUSETTS NJ NEW JERSEY false Ivan West 4921015 American Trust Investment Services, Inc. 3001 4722 Main Street Lisle IL ILLINOIS 60532 NV NEVADA false Billy Aycock 4069907 Center Street Securities, Inc. 26898 2 International Plaza Suite 301 Nashville TN TENNESSEE 37217 TN TENNESSEE false James Torti 7011095 Colorado Financial Service Corporation 104343 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 IL ILLINOIS false Joseph Kocsis 2423884 Great Point Capital LLC 114203 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 NJ NEW JERSEY false Matthew Nadeau 4637541 Kingswood Capital Partners, LLC 288898 3500 Douglas Boulevard Suite 150 Roseville CA CALIFORNIA 95661 CA CALIFORNIA false Donna Payne 1007323 Centaurus Financial, Inc. 30833 11 Hunt Drive Summerland CA CALIFORNIA 93067 WI WISCONSIN false Gordon Hamilton 5028789 Colorado Financial Service Corporation 104343 6025 Erin Park Drive Suite A-3 Colorado Springs CO COLORADO 80918 CO COLORADO false Steven Kolinsky 1090913 The Strategic Financial Alliance, Inc. 126514 500 N. Franklin Turnpike Suite 104 Ramsey NJ NEW JERSEY 07446 NY NEW YORK false Kim Kunz 718618 Westpark Capital, Inc. 39914 6645 Morro Road Atascadero CA CALIFORNIA 93422 CA CALIFORNIA false Chad Kolinsky 6414638 The Strategic Financial Alliance, Inc. 126514 500 N. Franklin Turnpike Suite 104 Ramsey NJ NEW JERSEY 07446 NJ NEW JERSEY false Thomas Hamlin 2208505 Somerset Securities, Inc. 2493 4600 S.W. Kelly Avenue Portland OR OREGON 97239 NE NEBRASKA false David Allred 2496873 Purshe Kaplan Sterling Investments 35747 11550 South 700 East Suite 100 Draper UT UTAH 84020 WY WYOMING false Darren Whissen 4716755 Link Alts Capital, LLC 309956 20 Executive Park Suite 120 Irvine CA CALIFORNIA 92614 CA CALIFORNIA false 65885176 63473559 2411617 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 129 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 2022-04-01