0002010881-24-000003.txt : 20241016
0002010881-24-000003.hdr.sgml : 20241016
20241015175038
ACCESSION NUMBER: 0002010881-24-000003
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20241016
DATE AS OF CHANGE: 20241015
EFFECTIVENESS DATE: 20241016
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ADREX Diversified 5 DST
CENTRAL INDEX KEY: 0002010881
ORGANIZATION NAME:
IRS NUMBER: 996134978
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-504592
FILM NUMBER: 241372898
BUSINESS ADDRESS:
STREET 1: 1200 17TH STREET
STREET 2: SUITE 2900
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 866-324-7348
MAIL ADDRESS:
STREET 1: 1200 17TH STREET
STREET 2: SUITE 2900
CITY: DENVER
STATE: CO
ZIP: 80202
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0002010881
ADREX Diversified 5 DST
1200 17TH STREET
SUITE 2900
DENVER
CO
COLORADO
80202
866-324-7348
DELAWARE
None
None
Other
Statutory Trust
true
2023
N/A
Ares Diversified Real Estate Exchange LLC
1200 17th Street
Suite 2900
Denver
CO
COLORADO
80202
Executive Officer
Sponsor of the Issuer
N/A
ADREX Diversified 5 Manager LLC
1200 17th Street
Suite 2900
Denver
CO
COLORADO
80202
Executive Officer
Manager of the Issuer
N/A
ADREX Diversified 5 TRS LLC
1200 17th Street
Suite 2900
Denver
CO
COLORADO
80202
Executive Officer
Depositor of the Issuer
Joshua
J.
Widoff
1200 17th Stret
Suite 2900
Denver
CO
COLORADO
80202
Executive Officer
Partner of thee indirect owner of ADREX Diversified 5 Manager LLC
Other Real Estate
Decline to Disclose
- 06b
true
0002010881-24-000002
2024-03-15
false
true
false
500000
Ares Wealth Management Solutions, LLC
119546
None
None
1200 17th Street
Suite 2900
Denver
CO
COLORADO
80202
All States
false
Osaic Wealth, Inc.
23131
None
None
10 Exchange Place
Suite 1410
Jersey City
NJ
NEW JERSEY
07302
CA
CALIFORNIA
KS
KANSAS
SC
SOUTH CAROLINA
WA
WASHINGTON
false
Raymond James Financial Services, Inc.
6694
None
None
880 Carillon Parkway
St. Petersburg
FL
FLORIDA
33716
CA
CALIFORNIA
LA
LOUISIANA
NC
NORTH CAROLINA
TN
TENNESSEE
TX
TEXAS
VA
VIRGINIA
false
UBS Financial Services Inc.
8174
None
None
1200 Harbor Blvd.
Weehawken
NJ
NEW JERSEY
07086
AZ
ARIZONA
CA
CALIFORNIA
DE
DELAWARE
FL
FLORIDA
NV
NEVADA
NJ
NEW JERSEY
NY
NEW YORK
OR
OREGON
TX
TEXAS
WA
WASHINGTON
false
Wells Fargo Clearing Services, LLC
19616
None
None
One North Jefferson Avenue
Mail Code: H0004-063
St. Louis
MO
MISSOURI
63103
MN
MINNESOTA
false
Wells Fargo Advisors Financial Network, LLC
11025
None
None
One North Jefferson Avenue
H0004-05B
St. Louis
MO
MISSOURI
63103
AZ
ARIZONA
CA
CALIFORNIA
FL
FLORIDA
GA
GEORGIA
NV
NEVADA
NJ
NEW JERSEY
OK
OKLAHOMA
PA
PENNSYLVANIA
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
TX
TEXAS
VA
VIRGINIA
WA
WASHINGTON
false
Ameriprise Financial Services, LLC
6363
None
None
707 2nd Avenue South
Minneapolis
MN
MINNESOTA
55402
AL
ALABAMA
AK
ALASKA
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
HI
HAWAII
IN
INDIANA
KS
KANSAS
ME
MAINE
MA
MASSACHUSETTS
MN
MINNESOTA
NY
NEW YORK
OH
OHIO
TX
TEXAS
VT
VERMONT
VA
VIRGINIA
WA
WASHINGTON
WI
WISCONSIN
false
Sanctuary Securities, Inc.
206
None
None
3815 River Crossing Pkwy.
Suite 200
Indianapolis
IN
INDIANA
46240
CA
CALIFORNIA
NJ
NEW JERSEY
NM
NEW MEXICO
false
J.P. Morgan Securities LLC
79
None
None
383 Madison Avenue
New York
NY
NEW YORK
10179
CA
CALIFORNIA
DE
DELAWARE
IL
ILLINOIS
NY
NEW YORK
false
RBC Capital Markets, LLC
31194
None
None
3 World Financial Center
200 Vesey Street
New York
NY
NEW YORK
10281
CA
CALIFORNIA
false
Morgan Stanley
149777
None
None
2000 Westchester Avenue
Purchase
NY
NEW YORK
10577
AL
ALABAMA
AZ
ARIZONA
CA
CALIFORNIA
FL
FLORIDA
HI
HAWAII
KS
KANSAS
MD
MARYLAND
MA
MASSACHUSETTS
MI
MICHIGAN
NV
NEVADA
NY
NEW YORK
OR
OREGON
TX
TEXAS
VA
VIRGINIA
WI
WISCONSIN
false
Janney Montgomery Scott LLC
463
None
None
1717 Arch Street
Philadelphia
PA
PENNSYLVANIA
19103
OH
OHIO
PA
PENNSYLVANIA
VA
VIRGINIA
false
The O.N. Equity Sales Company
2936
None
None
One Financial Way
Cincinnati
OH
OHIO
45242
TN
TENNESSEE
false
Robert W. Baird & Co. Incorporated
8158
None
None
777 E. Wisconsin Avenue
Milwaukee
WI
WISCONSIN
53202
CO
COLORADO
IN
INDIANA
KY
KENTUCKY
false
Wells Fargo Securities, LLC
126292
None
None
550 South Tyron Street
6th Floor, D1086-060
Charlotte
NC
NORTH CAROLINA
28202
CA
CALIFORNIA
WI
WISCONSIN
false
American Portfolios Financial Services, Inc.
18487
None
None
4250 Veterans Memorial Highway
4th Floor East
Holbrook
NY
NEW YORK
11741
OH
OHIO
false
Rockefeller Financial LLC
291361
None
None
45 Rockefeller Plaza
Floor 5
New York
NY
NEW YORK
10111
CA
CALIFORNIA
false
219050000
219050000
0
false
145
12068871
true
0
true
10258540
true
Estimate includes Dealer Manager Fee, Facilitation Fee and Organization Exp. and RE Transaction Cost Allowance that may accrue to one or more related persons.
false
ADREX Diversified 5 DST
Stefanie Sommers
Stefanie Sommers
Prin & Asst Sec. ind. owners ADREX Diversified 5 Manager LLC
2024-10-15