0001931828-22-000001.txt : 20220712
0001931828-22-000001.hdr.sgml : 20220712
20220712105728
ACCESSION NUMBER: 0001931828-22-000001
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20220712
DATE AS OF CHANGE: 20220712
EFFECTIVENESS DATE: 20220712
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CX Lively Indigo Run, DST
CENTRAL INDEX KEY: 0001931828
IRS NUMBER: 886285339
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-451947
FILM NUMBER: 221078508
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
0001931828
CX Lively Indigo Run, DST
4890 WEST KENNEDY BOULEVARD
SUITE 200
TAMPA
FL
FLORIDA
33609
(813) 281-1023
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2022
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 Lively Indigo Run Depositor, LLC
4890 West Kennedy Boulevard
Suite 200
Tampa
FL
FLORIDA
33609
Executive Officer
Depositor of the Issuer
N/A
CX Lively Indigo Run Manager, LLC
4890 West Kennedy Boulevard
Suite 200
Tampa
FL
FLORIDA
33609
Executive Officer
Manager and Signatory Trustee of the Issuer
Other Real Estate
Decline to Disclose
- 06b
false
2022-06-27
false
true
true
false
25000
Patrick Capital Markets, LLC
16518
None
None
11152 South Towne Square
St. Louis
MO
MISSOURI
63123
CA
CALIFORNIA
false
Emerson Equity LLC
130032
None
None
155 Bovet Road
Suite 725
San Mateo
CA
CALIFORNIA
94402
CA
CALIFORNIA
false
DFPG Investments, LLC
155576
None
None
9017 S. Riverside Drive
Suite 210
Sandy
UT
UTAH
94070
NY
NEW YORK
false
Concorde Investment Services, LLC
151604
None
None
19500 Victor Parkway
Suite 550
Livonia
MI
MICHIGAN
48152
CA
CALIFORNIA
false
FNEX Capital, LLC
166316
None
None
One Indiana Square
Suite 2252
Indianapolis
IN
INDIANA
46204
MA
MASSACHUSETTS
false
McDermott Investment Services, LLC
154926
None
None
44 East Broad Street
2nd Floor
Bethlehem
PA
PENNSYLVANIA
18018
NE
NEBRASKA
false
103237080
1279178
101957902
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
false
7
10065616
true
0
true
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid.
2518685
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 Lively Indigo Run, DST
/s/ Robert Dallas Whitaker, Jr
Robert Dallas Whitaker, Jr.
Vice President of the Manager of the Issuer
2022-07-12