CX MULTIFAMILY PORTFOLIO, DST

Profile

Company Names

CX MULTIFAMILY PORTFOLIO, DST

Addresses

4890 WEST KENNEDY BOULEVARD, SUITE 200, TAMPA, FL 33609

Phone Numbers

(813) 281-1023

 

Entity Type:

OTHER

Industry:

Year Incorporated:

2021

State Incorporated:

DELAWARE

Total Amount Raised:

$67,319,313.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2021-07-20 
$67,319,313.00 
$67,319,313.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JOHN 
E. 
CARTER 
EXECUTIVE OFFICER
GULFSHORE BANCSHARES, INC.   |  CX REAGAN CROSSING DEPOSITOR, LLC   |  CX REAGAN CROSSING, DST   |  CX RETREAT AT THE PARK DEPOSITOR, LLC   |  CX RETREAT AT THE PARK, DST   |  CX STATION AT POPLAR TENT DEPOSITOR, LLC   |  CX STATION AT SAVANNAH QUARTERS DEPOSITOR, LLC   |  CX STATION AT POPLAR TENT, DST   |  CX STATION AT SAVANNAH QUARTERS, DST   |  CX EVERGREENS AT MAHAN DEPOSITOR, LLC   |  CX EVERGREENS AT MAHAN, DST   |  CX LULLWATER AT BLAIR STONE DEPOSITOR, LLC   |  CX LULLWATER AT BLAIR STONE, DST   |  CX MULTIFAMILY PORTFOLIO DEPOSITOR, LLC   |  CX MULTIFAMILY PORTFOLIO, DST   |  CX EOS ORLANDO DEPOSITOR, LLC   |  CX RIVERSTONE DEPOSITOR, LLC   |  CX HERITAGE DEPOSITOR, LLC   |  CX EOS ORLANDO, DST   |  CX HIGHLAND DEPOSITOR, LLC   |  CX HIGHLAND, DST   |  CX ALEXANDRIA DEPOSITOR, LLC   |  CX LIBERTY MILL DEPOSITOR, LLC   |  CX CYPRESS MCKINNEY FALLS DEPOSITOR, LLC   |  CX LIBERTY MILL, DST   |  CX STATION AT CLIFT FARM DEPOSITOR, LLC   |  CX RIVERSTONE, DST   |  CX ALEXANDRIA, DST   |  CX FOUNDRY YARDS DEPOSITOR, LLC   |  CX HERITAGE, DST   |  CX FOUNDRY YARDS, DST   |  CX CYPRESS MCKINNEY FALLS, DST   |  CX LIVELY INDIGO RUN DEPOSITOR, LLC   |  CX INDUSTRIAL LOGISTICS DEPOSITOR, LLC   |  CX LIVELY INDIGO RUN, DST   |  CX STATION AT CLIFT FARM, DST   |  CX RESIDENCES AT CONGRESSIONAL VILLAGE, DST   |  CX OWINGS MILLS MULTIFAMILY, DST   |  CX COURTS OF AVALON, DST   |  CX INDUSTRIAL LOGISTICS, DST   |  CX MODE AT HYATTSVILLE, DST   |  CX MIDWEST INDUSTRIAL LOGISTICS, DST   |  BALSAM PHARMACEUTICALS CO
N/A 
 
CX MULTIFAMILY PORTFOLIO DEPOSITOR, LLC 
EXECUTIVE OFFICER
N/A 
 
CX MULTIFAMILY PORTFOLIO MANAGER, LLC 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D/A
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
D
 
 
DECLINE TO DISCLOSE 
Equity 
2021-07-20 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
STAX CAPITAL
STACEY MORIMOTO
STAX CAPITAL, INC.
ANTHONY BROWN
AURORA SECURITIES
ROGER BOWLIN
DAI SECURITIES, LLC
NATHAN KUHN
DFPG INVESTMENTS, LLC
SCOTT SHEEHAN
MCDERMOTT INVESTMENT SERVICES, LLC
TROY THOMAS
AMERICAN TRUST INVESTMENT SERVICES, INC.
DAVID LEVINSON
CAPULENT LLC
ED FERNANDEZ
AMERICAN TRUST INVESTMENT SERVICES, INC.
RANDY BARMACHE
THORNHILL SECURITIES, INC.
AMR TENNEY
STONECREST CAPITAL MARKETS, INC.
DEBORAH STACKPOLE
STONECREST CAPITAL MARKETS, INC.
EDWARD KASPERAVICH
DFPG INVESTMENTS, LLC
MIKE BENDIX
PATRICK CAPITAL MARKETS, LLC
LUKE LOFMAN
AMERICAN TRUST INVESTMENT SERVICES, INC.
JASON VANCLEF
WEALTHFORGE SECURITIES, LLC
DAVID KANGAS
MCDERMOTT INVESTMENT SERVICES, LLC
AMANDA STEELE
NONE
NONE
CONCORDE INVESTMENT SERVICES, LLC
STAX CAPITAL
QUINN MORIMOTO
PATRICK CAPITAL MARKETS, LLC
BRAD WATT
NONE
NONE
GROWTH CAPITAL SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES, INC.
IVAN WEST
DFPG INVESTMENTS, LLC
JAMES RAINE
ORCHARD SECURITIES, LLC
TAYLOR GARRETT
BERTHEL, FISHER + COMPANY FINANCIAL SERVICES, INC.
VINCENT BAILEY, SR.
DFPG INVESTMENTS, LLC
TAYLOR ASHLAND
WEALTHFORGE SECURITIES, LLC
PETER ROBERTS
THORNHILL SECURITIES, INC.
CLAY SCHMIDT
AURORA SECURITIES
TAYLOR ARMSTRONG
DAI SECURITIES, LLC
CHRISTINA NIELSON
WEALTHFORGE SECURITIES, LLC
TRAWNEGAN GALL
RCX CAPITAL GROUP, LLC
PAUL GRUMAN
DAI SECURITIES, LLC
JACK CREIGHTON
TCFG WEALTH MANAGEMENT, LLC
SCOTT OFFERMAN
HUNTWICKE SECURITIES, LLC
PETER FINNEGAN
NONE
NONE
KALOS CAPITAL, INC.
THORNHILL SECURITIES, INC.
DAVID FUNES
MCDERMOTT INVESTMENT SERVICES, LLC
ROBERT HORNING
PATRICK CAPITAL MARKETS, LLC
SANDY SIMMONS
RCX CAPITAL GROUP, LLC
LAWRENCE HOWARD
NONE
NONE
EMERSON EQUITY LLC
GREAT POINT CAPITAL LLC
ROBERT BOGGESS
RCX CAPITAL GROUP, LLC
BRIAN DOLAN
PATRICK CAPITAL MARKETS, LLC
JOHN BISHOP
TCFG WEALTH MANAGEMENT, LLC
SONYA GOTZ
STAX CAPITAL
JASON FINLEY
WESTERN INTERNATIONAL SECURITIES, INC.
LYNDON GREY
CLEARFP SECURITIES, LLC
TIM CLAIRMONT
CENTAURUS FINANCIAL, INC.
JEFFREY SCOTT
THE STRATEGIC FINANCIAL ALLIANCE, INC.
GLEN KEEN
BERTHEL, FISHER + COMPANY FINANCIAL SERVICES, INC.
ROBERT MEYER
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STEVEN KOLINSKY
THORNHILL SECURITIES, INC.
JACOB ADAMS
EMERSON EQUITY LLC
ZACH BROUGH
EMERSON EQUITY LLC
BENJAMIN CARMONA
EMERSON EQUITY LLC
EHUD GERSTEN
EMERSON EQUITY LLC
RENA MORRIS
KALOS CAPITAL, INC.
JOSH STIVERS
KALOS CAPITAL INC.
R. SCOTT CRAMER
KALOS CAPITAL INC.
THOMAS RAUCHEGGER
GROWTH CAPITAL SERVICES, INC.
CHAY LAPIN
GROWTH CAPITAL SERVICES, INC.
ORRIN BARROW
DFPG INVESTMENTS, LLC
SCOTT SHEEHAM
GROWTH CAPITAL SERVICES, INC.
ALEX MADDEN
GROWTH CAPITAL SERVICES, INC.
STEVE HASKELL
CONCORDE INVESTMENT SERVICES, LLC
ROBERT LANGHORST
CONCORDE INVESTMENT SERVICES, LLC
JAMIE FURLONG
CONCORDE INVESTMENT SERVICES, LLC
AUBREY MORROW