0001909934-22-000006.txt : 20220401 0001909934-22-000006.hdr.sgml : 20220401 20220401143513 ACCESSION NUMBER: 0001909934-22-000006 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 Heritage, DST CENTRAL INDEX KEY: 0001909934 IRS NUMBER: 876554016 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-433516 FILM NUMBER: 22797645 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 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 true 0001909934-22-000005 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 FL FLORIDA MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK VT VERMONT VA VIRGINIA WA WASHINGTON false Stacey Morimoto 4420782 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA OR OREGON false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA OR OREGON false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 FL FLORIDA 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 Quinn Morimoto 7140545 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Edward Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 CA CALIFORNIA NJ NEW JERSEY false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court Suite 210 Medford OR OREGON 97504 OR OREGON false Mike Bendix 5379777 DFPG Investments, LLC 155576 5531 Cancha De Golf Suite 201 Rancho Santa Fe CA CALIFORNIA 92091 CA CALIFORNIA false Nathan Kuhn 4624143 DAI Securities, LLC 36673 1827 Walden Office Square Suite 500 Schaumburg IL ILLINOIS 60173 IL ILLINOIS MN MINNESOTA false Christina Nielson 4866971 DAI Securities, LLC 36673 650 Town Center Drive Suite 1400 Costa Mesa CA CALIFORNIA 92626 CA CALIFORNIA false Anthony Brown 6900485 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Carmine Galimi 3265523 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 MD MARYLAND 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 Jessica Healy 6589558 Metropolitan Capital Investment Banc, Inc. 148820 350 N. LaSalle Street Suite 800 Chicago IL ILLINOIS 60654 ID IDAHO NH NEW HAMPSHIRE false Chay Lapin 6275140 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 MA MASSACHUSETTS false David Kangas 6591398 Wealthforge Securities, LLC 152550 738 E. Chapman Avenue Orange CA CALIFORNIA 92866 NY NEW YORK false Joseph Michaletz 1327534 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA TX TEXAS false Mike O'Toole 6336251 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA TX TEXAS false 26712757 22662473 4050284 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 53 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 2022-04-01