Broker-dealer · Form D Item 12
Rockefeller Financial LLC
Rockefeller Financial LLC (FINRA CRD 291361) is named in Item 12 of the Form D filings for 26 DST offerings with a Top1031 record, from 2022 to 2026.
- FINRA CRD
- 291361
- DST offerings
- 26
- Sponsors
- 3
- First named
- 2022
- Latest named
- 2026
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2026 | 1 |
| 2025 | 9 |
| 2024 | 6 |
| 2023 | 7 |
| 2022 | 3 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Ares (ADREX) | 11 |
| Blue Owl | 2 |
| JLL Exchange (JLLX) | 13 |
Offerings that name Rockefeller Financial LLC
Active (4)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
$197.0MMar 5, 2026
$247.2MOct 3, 2025
Glendale Distribution CenterJLL Exchange (JLLX)Industrial · Glendale, ArizonaSEC filing, Apr 14, 2026
$99.8MSep 18, 2025$103.0MJun 11, 2025
Recently fully subscribed (2)
$168.5MFeb 25, 2025
Sold out
Louisville Logistics CenterJLL Exchange (JLLX)Industrial · Shepherdsville, KYSEC filing, Sep 12, 2025
$88.2MJul 11, 2023Sold out
Historical (20)
$489.6MOct 6, 2025
Historical
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025Historical
$157.8MNov 19, 2024
Sold out
$100.5MJul 31, 2024
Sold out
Grand Prairie Distribution CenterJLL Exchange (JLLX)Industrial · Grand Prairie, TXSEC filing, Apr 17, 2025
$62.0MMay 16, 2024Sold out
$59.9MDec 21, 2023
Sold out
$59.9MDec 21, 2023
Sold out
$226.4MSep 28, 2023
Historical
$56.7MMar 20, 2023
Sold out
$32.8MMar 20, 2023
Sold out
$146.5MDec 13, 2022
Sold out
$283.9MJun 22, 2022
Historical
Data updated Oct 2, 2026