0001979731-24-000002.txt : 20240327 0001979731-24-000002.hdr.sgml : 20240327 20240327095517 ACCESSION NUMBER: 0001979731-24-000002 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: 20240327 DATE AS OF CHANGE: 20240327 EFFECTIVENESS DATE: 20240327 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AX DG San Antonio, DST CENTRAL INDEX KEY: 0001979731 ORGANIZATION NAME: IRS NUMBER: 926577195 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-486082 FILM NUMBER: 24786405 BUSINESS ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 515-3200 MAIL ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 D/A 1 primary_doc.xml X0708 D/A LIVE 0001979731 AX DG San Antonio, DST 9 WEST 57TH STREET 42ND FLOOR NEW YORK NY NEW YORK 10019 (212) 515-3200 DELAWARE None None Other Delaware Statutory Trust true 2023 N/A Apollo RE Exchange, LLC 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Sponsor of the Issuer N/A AX Manager, LLC 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Manager and Signatory Trustee of the Issuer N/A AX I Depositor, LLC 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Depositor of the Issuer Nari Na 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Scott Kleinman 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer James Zelter 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Matthew Breitfelder 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Brian Carney 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Whitney Chatterjee 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Heather Glatter 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Benjamin Israel 9 West 57th Floor 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Martin Kelly 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer William Kuesel 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Mandee Lee 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Yael Levy 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Jessica Lomm 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Catherine Mullarney 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Katherine Newman 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Hannah Pardue 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Stuart Rothstein 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Loretta Shaw-Lorello 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Stefanie Sundel 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Shari Verschell 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Johannes Worsoe 9 West 57th Street 42nd Floor New York NY NEW YORK 10019 Executive Officer Executive Officer of the Manager and Signatory Trustee of the Issuer Other Real Estate Decline to Disclose 06b 3C 3C.5 true 0001979731-24-000001 2023-06-22 false true true false 25000 Scott Spencer 2384319 Realized Financial, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 CA CALIFORNIA WI WISCONSIN false Stephanie Elliott 2476636 Realized Financial, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 AZ ARIZONA IL ILLINOIS MD MARYLAND NY NEW YORK false Gabriel Medina 5061047 Realized Financial, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 TX TEXAS false Michael Karalewich 2910052 Nationwide Planning Assoicates Inc. 31029 32-16 Broadway Avenue 2nd Floor Fair Lawn NJ NEW JERSEY 07410 NY NEW YORK false Brian Ragen 1822796 Concorde Investment Services, LLC 151604 3909 Research Park Drive Suite 200 Ann Arbor MI MICHIGAN 48108 FL FLORIDA false Ehud Gersten 7066119 Arkadios Capital 282710 2827 Peachtree Road NE Suite 510 Atlanta GA GEORGIA 30305 CA CALIFORNIA false 38670000 10382799 28287201 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 21 2315000 true 0 true Sales Commission include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. 1065000 true Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons. false AX DG San Antonio, DST /s/ Nari Na Nari Na Vice President of Manager and Signatory Trustee of Issuer 2024-03-27