CX Liberty Mill, DST
in Germantown, MD · sponsored by Carter Exchange
CX Liberty Mill, DST, sponsored by Carter Exchange, filed its first Form D with the SEC on Dec 29, 2021 for a $65.8 million offering. Its last Form D, filed Apr 11, 2022, reports the offering fully sold.
How it ended
The last Form D, filed Apr 11, 2022, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $65,885,176Equity offered, per the Form D
- Sold
- 100%Form D, Apr 11, 2022; the % is our arithmetic
- Investors reported
- Form D, Apr 11, 2022131
- Selling commissions
- Form D Item 15; the % is our arithmetic$6,094,380 · 9.2% of offering
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →
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Ask a 1031 specialist about this recordFree. About: CX Liberty Mill, DST. Top1031 is not a broker-dealer.CX Liberty Mill, DST · Germantown, MD · Photo: cdngeneral.rentcafe.com
What did CX Liberty Mill, DST own?
- Reported location
- Germantown, MD
How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $6,094,380 · 9.2% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $3,313,736 · 5.0% of offeringForm D Item 16· The filing’s note: “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.”
- Broker-dealers named in the Form D
- 27 named in the Form D
Show the firms
- American Alternative Capital, LLC · CRD 309956
- American Trust Investment Services, Inc. · CRD 3001
- Aurora Securities · CRD 46147
- Capulent LLC · CRD 155155
- Centaurus Financial, Inc. · CRD 30833
- Center Street Securities, Inc. · CRD 26898
- Colorado Financial Service Corporation · CRD 104343
- Concorde Investment Services, LLC · CRD 151604
- DFPG Investments, LLC · CRD 155576
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- Growth Capital Services, Inc. · CRD 124658
- Huntwicke Securities, LLC · CRD 146993
- Kalos Capital, Inc. · CRD 44337
- Kingswood Capital Partners, LLC · CRD 288898
- Lightpath Capital, Inc. · CRD 34617
- McDermott Investment Services, LLC · CRD 154926
- Patrick Capital Markets, LLC · CRD 16518
- Purshe Kaplan Sterling Investments · CRD 35747
- Realized Financial, Inc. · CRD 22333
- Somerset Securities, Inc. · CRD 2493
- Stax Capital · CRD 300607
- TCFG Wealth Management, LLC · CRD 164153
- The Strategic Financial Alliance, Inc. · CRD 126514
- Wealthforge Securities, LLC · CRD 152550
- Westpark Capital, Inc. · CRD 39914
- Wilson-Davis & Co., Inc. · CRD 3777
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Dec 16, 2021
- Minimum investment
- $25,000
Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together. The issuer marked these amounts as an estimate.
Who's behind CX Liberty Mill, DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- CX Liberty Mill, DST
- SEC CIK
- 1898733
- First Form D
- Dec 29, 2021
- Latest Form D
- Apr 11, 2022
- Filings on record
- 12
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $65,885,176 | $65,885,176+$2,411,617 | 131+2 | EDGAR | |
| Form D/A | $65,885,176 | $63,473,559+$727,354 | 129+4 | EDGAR | |
| Form D/A | $65,885,176 | $62,746,205+$1,112,210 | 125+3 | EDGAR | |
| Form D/A | $65,885,176 | $61,633,995+$2,583,602 | 122+5 | EDGAR | |
| Form D/A | $65,885,176 | $59,050,393+$2,657,792 | 117+5 | EDGAR | |
| Form D/A | $65,885,176 | $56,392,601+$1,276,970 | 112+6 | EDGAR | |
| Form D/A | $65,885,176 | $55,115,631+$12,956,897 | 106+20 | EDGAR | |
| Form D/A | $65,885,176 | $42,158,734+$1,109,728 | 86+4 | EDGAR | |
| Form D/A | $65,885,176 | $41,049,006+$5,654,680 | 82+8 | EDGAR | |
| Form D/A | $65,885,176 | $35,394,326+$15,523,541 | 74+40 | EDGAR | |
| Form D/A | $65,885,176 | $19,870,785+$12,359,299 | 34+25 | EDGAR | |
| Form D | $65,885,176 | $7,511,486 | 9 | EDGAR |
Show all 12 SEC Form D filings
Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.
A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.
Common questions
- What happened to CX Liberty Mill, DST?
- CX Liberty Mill, DST is a Historical offering. The last Form D, filed Apr 11, 2022, reports the offering fully sold.
DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current offering documents before investing.