Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
CX Multifamily Portfolio, DST See All Filings	D/A	2021-12-16 10:03:31 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, Kalos Capital, Inc., David Funes, Robert Horning, Sandy Simmons, Lawrence Howard, Emerson Equity LLC, Robert Boggess, Brian Dolan, John Bishop, Sonya Gotz, Jason Finley, Lyndon Grey, Tim Clairmont, Jeffrey Scott, Glen Keen, Robert Meyer, Steven Kolinsky, and Jacob Adams CIK Number 0001872631 Filed Document 0001872631-21-000015 Exclusions or Exemptions 506b Accepted Date 2021-12-16 10:03:31 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-12-02 11:27:00 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, Kalos Capital, Inc., David Funes, Robert Horning, Sandy Simmons, Lawrence Howard, Emerson Equity LLC, Robert Boggess, Brian Dolan, John Bishop, Sonya Gotz, Jason Finley, Lyndon Grey, Tim Clairmont, Jeffrey Scott, Glen Keen, Robert Meyer, Steven Kolinsky, and Jacob Adams CIK Number 0001872631 Filed Document 0001872631-21-000014 Exclusions or Exemptions 506b Accepted Date 2021-12-02 11:27:00 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-11-23 15:52:09 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, Kalos Capital, Inc., David Funes, Robert Horning, Sandy Simmons, Lawrence Howard, Emerson Equity LLC, Robert Boggess, Brian Dolan, John Bishop, Sonya Gotz, Jason Finley, Lyndon Grey, Tim Clairmont, Jeffrey Scott, and Glen Keen CIK Number 0001872631 Filed Document 0001872631-21-000013 Exclusions or Exemptions 506b Accepted Date 2021-11-23 15:52:09 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-11-19 11:05:44 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, Kalos Capital, Inc., David Funes, Robert Horning, Sandy Simmons, Lawrence Howard, Emerson Equity LLC, Robert Boggess, Brian Dolan, John Bishop, Sonya Gotz, and Jason Finley CIK Number 0001872631 Filed Document 0001872631-21-000012 Exclusions or Exemptions 506b Accepted Date 2021-11-19 11:05:44 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-11-09 10:07:46 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, Kalos Capital, Inc., David Funes, Robert Horning, Sandy Simmons, Lawrence Howard, and Emerson Equity LLC CIK Number 0001872631 Filed Document 0001872631-21-000011 Exclusions or Exemptions 506b Accepted Date 2021-11-09 10:07:46 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-10-29 13:44:38 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Zach Brough, Benjamin Carmona, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Ehud Gersten, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Rena Morris, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, Clay Schmidt, Taylor Armstrong, Christina Nielson, Trawnegan Gall, Paul Gruman, Jack Creighton, Scott Offerman, Peter Finnegan, and Kalos Capital, Inc. CIK Number 0001872631 Filed Document 0001872631-21-000010 Exclusions or Exemptions 506b Accepted Date 2021-10-29 13:44:38 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-10-21 10:52:57 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Zach Brough, Benjamin Carmona, Josh Stivers, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Ehud Gersten, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Rena Morris, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, Peter Roberts, and Clay Schmidt CIK Number 0001872631 Filed Document 0001872631-21-000009 Exclusions or Exemptions 506b Accepted Date 2021-10-21 10:52:57 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-10-12 12:45:48 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Zach Brough, Benjamin Carmona, Josh Stivers, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Ehud Gersten, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., Ivan West, James Raine, Rena Morris, Taylor Garrett, Vincent Bailey, Sr., Taylor Ashland, and Peter Roberts CIK Number 0001872631 Filed Document 0001872631-21-000008 Exclusions or Exemptions 506b Accepted Date 2021-10-12 12:45:48 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-09-30 10:14:49 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Zach Brough, Benjamin Carmona, Josh Stivers, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Ehud Gersten, Quinn Morimoto, Brad Watt, Growth Capital Services, Inc., and Ivan West CIK Number 0001872631 Filed Document 0001872631-21-000007 Exclusions or Exemptions 506b Accepted Date 2021-09-30 10:14:49 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-09-23 12:13:39 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Zach Brough, Benjamin Carmona, Josh Stivers, Nathan Kuhn, Scott Sheehan, Troy Thomas, David Levinson, Ed Fernandez, Randy Barmache, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, David Kangas, Amanda Steele, Concorde Investment Services, LLC, Ehud Gersten, Quinn Morimoto, Brad Watt, and Growth Capital Services, Inc. CIK Number 0001872631 Filed Document 0001872631-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-09-23 12:13:39 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-09-13 10:15:05 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Chay Lapin, Orrin Barrow, Zach Brough, Benjamin Carmona, Josh Stivers, Nathan Kuhn, Scott Sheeham, Troy Thomas, Alex Madden, David Levinson, Ed Fernandez, Randy Barmache, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, Steve Haskell, David Kangas, Amanda Steele, and Concorde Investment Services, LLC CIK Number 0001872631 Filed Document 0001872631-21-000005 Exclusions or Exemptions 506b Accepted Date 2021-09-13 10:15:05 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-08-30 10:38:40 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Chay Lapin, Orrin Barrow, Zach Brough, Benjamin Carmona, Josh Stivers, Robert Langhorst, Nathan Kuhn, Scott Sheeham, Troy Thomas, Alex Madden, David Levinson, Ed Fernandez, Jamie Furlong, Randy Barmache, Aubrey Morrow, R. Scott Cramer, Thomas Rauchegger, Amr Tenney, Deborah Stackpole, Edward Kasperavich, Mike Bendix, Luke Lofman, Jason Vanclef, and Steve Haskell CIK Number 0001872631 Filed Document 0001872631-21-000004 Exclusions or Exemptions 506b Accepted Date 2021-08-30 10:38:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-08-20 09:44:21 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Chay Lapin, Orrin Barrow, Zach Brough, Benjamin Carmona, Josh Stivers, Robert Langhorst, Nathan Kuhn, Scott Sheeham, Troy Thomas, Alex Madden, David Levinson, Ed Fernandez, and Jamie Furlong CIK Number 0001872631 Filed Document 0001872631-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-08-20 09:44:21 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D/A	2021-08-12 10:20:08 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Chay Lapin, Orrin Barrow, Zach Brough, Benjamin Carmona, Josh Stivers, Robert Langhorst, Nathan Kuhn, Scott Sheeham, and Troy Thomas CIK Number 0001872631 Filed Document 0001872631-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-08-12 10:20:08 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Multifamily Portfolio, DST See All Filings	D	2021-08-03 10:27:33 UTC
Amount To Be Raised $67,319,313 Associated Brokers / Dealers Stacey Morimoto, Anthony Brown, Roger Bowlin, Chay Lapin, Orrin Barrow, Zach Brough, Benjamin Carmona, Josh Stivers, and Robert Langhorst CIK Number 0001872631 Filed Document 0001872631-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-08-03 10:27:33 UTC Type of Offering D Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity