0001931828-22-000010.txt : 20221128 0001931828-22-000010.hdr.sgml : 20221128 20221128105252 ACCESSION NUMBER: 0001931828-22-000010 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(5) FILED AS OF DATE: 20221128 DATE AS OF CHANGE: 20221128 EFFECTIVENESS DATE: 20221128 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/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-451947 FILM NUMBER: 221422115 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 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 3C 3C.5 true 0001931828-22-000009 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 CA CALIFORNIA NY NEW YORK WA WASHINGTON 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 CA CALIFORNIA DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA MD MARYLAND MA MASSACHUSETTS MO MISSOURI NJ NEW JERSEY NY NEW YORK OR OREGON VA VIRGINIA false McDermott Investment Services, LLC 154926 None None 44 East Broad Street 2nd Floor Bethlehem PA PENNSYLVANIA 18018 NE NEBRASKA false Lightpath Capital, Inc. 34617 None None 1560 E. Southlake Boulevard Suite 100 Southlake TX TEXAS 76092 CA CALIFORNIA WA WASHINGTON false Independent Financial Group, LLC 7717 None None 12671 High Bluff Drive Suite 200 San Diego CA CALIFORNIA 92130 CA CALIFORNIA false Huntwicke Securities, LLC 146993 None None 7 Grove Street Suite 201 Topsfield MA MASSACHUSETTS 01983 CA CALIFORNIA NJ NEW JERSEY RI RHODE ISLAND false American Trust Investment Services, Inc. 3001 None None 1244 119th Street Whiting IN INDIANA 46394 NV NEVADA TX TEXAS false Wealthforge Securities 152550 None None 3015 W Moore St. Suite 102 Richmond VA VIRGINIA 23230 NY NEW YORK TX TEXAS false Berthel Fisher and Co. 13609 None None 4201 42nd Street NE Suite 100 Cedar Rapids IA IOWA 52402 NJ NEW JERSEY false Somerset Securities, Inc. 2493 None None 4600 S. Kelly Avenue Portland OR OREGON 97239 MN MINNESOTA OH OHIO false Capulent LLC 155155 None None 4144 N. 44th Street Suite 3 Phoenix AZ ARIZONA 85018 MO MISSOURI false Colorado Financial Service Corporation 104343 None None 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 CO COLORADO false 103237080 14140321 89096759 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 44 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 2022-11-28