0001905404-22-000007.txt : 20220523 0001905404-22-000007.hdr.sgml : 20220523 20220523101047 ACCESSION NUMBER: 0001905404-22-000007 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220523 DATE AS OF CHANGE: 20220523 EFFECTIVENESS DATE: 20220523 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Riverstone, DST CENTRAL INDEX KEY: 0001905404 IRS NUMBER: 876553993 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-431899 FILM NUMBER: 22949890 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 0001905404 CX Riverstone, 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 Riverstone Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX Riverstone Depositor, LLC 4890 West Kenney Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Depositor of the Issuer Other Real Estate Decline to Disclose 06b true 0001905404-22-000006 2022-01-19 false true true false 25000 Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 28202 Cabot Road Suite 300 Laguna Niguel CA CALIFORNIA 92677 FL FLORIDA NJ NEW JERSEY false Michael Deutsch 2165440 TCFG Wealth Management, LLC 164153 28202 Cabot Road Suite 300 Laguna Niguel CA CALIFORNIA 92677 CT CONNECTICUT false Scott Offerman 4619093 TCFG Wealth Management, LLC 164153 10323 Deerpark Drive Missouri City TX TEXAS 77459 NY NEW YORK false James Nagle 4897449 Lightpath Capital, Inc. 34617 1560 E. Southlake Boulevard Suite 100 Southlake TX TEXAS 76092 CA CALIFORNIA false Michael Frager 1230622 Willow Cove Investment Group, Inc. 107824 5887 T Bar Lane Winnexonne WI WISCONSIN 54986 CA CALIFORNIA false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 WA WASHINGTON false Deborah Stackpole 4969850 Stonecrest Capital Markets, Inc. 39616 300 W. 6th Street Suite 1520 Austin TX TEXAS 78701 NJ NEW JERSEY false Edward Kasperavich 4970038 Stonecrest Capital Markets, Inc. 39616 300 W. 6th Street Suite 1520 Austin TX TEXAS 78701 NJ NEW JERSEY false Roger Bowlin 1905652 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 WA WASHINGTON false Mike Bendix 5379777 DFPG Investments, LLC 155576 5531 Cancha De Golf Suite 201 Rancho Santa Fe CA CALIFORNIA 92091 CA CALIFORNIA false Michael Ghirardo 7314050 Emerson Equity LLC 130032 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA false 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 NV NEVADA false Michael Cullwell 5989109 Emerson Equity LLC 130032 9940 Research Drive Suite 200 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false Paul Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road Suite 350 San Jose CA CALIFORNIA 95112 CA CALIFORNIA false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA OR OREGON false Ivan West 4921015 American Trust Investment Services, Inc. 3001 4722 Main Street Lisle IL ILLINOIS 60532 CA CALIFORNIA NV NEVADA NC NORTH CAROLINA UT UTAH false Edward Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 CA CALIFORNIA MN MINNESOTA PA PENNSYLVANIA false Jeffrey Bangerter 1687028 Concorde Investment Services, LLC 151604 1380 Lead Hill Boulevard Suite 180 Roseville CA CALIFORNIA 95661 CA CALIFORNIA false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court Suite 210 Medford OR OREGON 97504 DC DISTRICT OF COLUMBIA false Jason Salmon 6081963 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 NY NEW YORK false Justin Bachman 6412695 Capulent LLC 155155 4144 N. 44th Street Suite 3 Phoenix AZ ARIZONA 85018 MO MISSOURI false Alex Madden 7089201 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 RI RHODE ISLAND false Raymond Dewitt 2894063 Concorde Investment Services, LLC 151604 299 S. Main Street #1300 Salt Lake City UT UTAH 84111 UT UTAH false Loay Nasar 2233089 DFPG Investments, LLC 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA false Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 130 Preston Road Suite 238 Prosper TX TEXAS 75078 DE DELAWARE false Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 TX TEXAS false Benjamin Carmona 5120428 Emerson Equity LLC 130032 9940 Research Drive Suite 200 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false Julienne Riddell 5682274 McDermott Investment Services, LLC 154926 3400 S. Tamiami Trail Sarasota FL FLORIDA 34239 MI MICHIGAN false Robert L. Boggess 5007422 Great Point Capital LLC 114203 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA false Betty Friant 2122446 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 VA VIRGINIA false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 FL FLORIDA ME MAINE NY NEW YORK UT UTAH false 21891829 21891829 0 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 59 2024995 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 1035318 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 Riverstone, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2022-05-23