0001909934-22-000001.txt : 20220214 0001909934-22-000001.hdr.sgml : 20220214 20220214132723 ACCESSION NUMBER: 0001909934-22-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Heritage, DST CENTRAL INDEX KEY: 0001909934 IRS NUMBER: 876554016 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-433516 FILM NUMBER: 22628820 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 0001909934 CX Heritage, 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 Heritage Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX Heritage 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 2022-02-02 false true true false 25000 Roger Bowlin 1905652 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 CA CALIFORNIA WA WASHINGTON false John Cunicella 1549354 Great Point Capital LLC 114203 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 IL ILLINOIS false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 MA MASSACHUSETTS NY NEW YORK VT VERMONT false Stacey Morimoto 4420782 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 OR OREGON false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 OR OREGON false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 WA WASHINGTON false Corbin Thomas 4234748 McDermott Investment Services, LLC 154926 101 Main Street Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false Kim Kunz 718618 Westpark Capital, Inc. 39914 6645 Morro Road Atascadero CA CALIFORNIA 93422 CA CALIFORNIA false 26712757 6283532 20429225 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 14 2470929 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 1232328 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 Heritage, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2022-02-14