Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
CX Lively Indigo Run, DST See All Filings	D/A	2023-10-04 16:11:53 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, Realized Financial, Inc., Peak Brokerage Services, LLC, Coastal Equities, Inc., and Saxony Securities, Inc. CIK Number 0001931828 Filed Document 0001931828-23-000008 Exclusions or Exemptions 506c Accepted Date 2023-10-04 16:11:53 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 Lively Indigo Run, DST See All Filings	D/A	2023-07-13 11:36:36 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, Realized Financial, Inc., and Peak Brokerage Services, LLC CIK Number 0001931828 Filed Document 0001931828-23-000007 Exclusions or Exemptions 506c Accepted Date 2023-07-13 11:36:36 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 Lively Indigo Run, DST See All Filings	D/A	2023-06-29 11:11:08 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, Realized Financial, Inc., and Peak Brokerage Services, LLC CIK Number 0001931828 Filed Document 0001931828-23-000006 Exclusions or Exemptions 506c Accepted Date 2023-06-29 11:11:08 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 Lively Indigo Run, DST See All Filings	D/A	2023-05-24 14:28:43 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, and Realized Financial, Inc. CIK Number 0001931828 Filed Document 0001931828-23-000005 Exclusions or Exemptions 506c Accepted Date 2023-05-24 14:28:43 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 Lively Indigo Run, DST See All Filings	D/A	2023-05-10 14:14:52 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, and Realized Financial, Inc. CIK Number 0001931828 Filed Document 0001931828-23-000004 Exclusions or Exemptions 506c Accepted Date 2023-05-10 14:14:52 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 Lively Indigo Run, DST See All Filings	D/A	2023-03-02 13:38:12 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., Infinity Financial Services, and Realized Financial, Inc. CIK Number 0001931828 Filed Document 0001931828-23-000003 Exclusions or Exemptions 506b Accepted Date 2023-03-02 13:38:12 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 Lively Indigo Run, DST See All Filings	D/A	2023-02-16 10:28:41 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., and Infinity Financial Services CIK Number 0001931828 Filed Document 0001931828-23-000002 Exclusions or Exemptions 506b Accepted Date 2023-02-16 10:28:41 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 Lively Indigo Run, DST See All Filings	D/A	2023-02-02 12:54:39 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, Colorado Financial Service Corporation, Cabin Securities, Inc., and Infinity Financial Services CIK Number 0001931828 Filed Document 0001931828-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-02-02 12:54:39 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 Lively Indigo Run, DST See All Filings	D/A	2022-11-28 10:52:52 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, and Colorado Financial Service Corporation CIK Number 0001931828 Filed Document 0001931828-22-000010 Exclusions or Exemptions 506b Accepted Date 2022-11-28 10:52:52 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 Lively Indigo Run, DST See All Filings	D/A	2022-11-03 09:52:28 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, and Colorado Financial Service Corporation CIK Number 0001931828 Filed Document 0001931828-22-000009 Exclusions or Exemptions 506b Accepted Date 2022-11-03 09:52:28 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 Lively Indigo Run, DST See All Filings	D/A	2022-10-14 11:21:58 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., Capulent LLC, and Colorado Financial Service Corporation CIK Number 0001931828 Filed Document 0001931828-22-000008 Exclusions or Exemptions 506b Accepted Date 2022-10-14 11:21:58 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 Lively Indigo Run, DST See All Filings	D/A	2022-10-03 09:39:58 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., Somerset Securities, Inc., and Capulent LLC CIK Number 0001931828 Filed Document 0001931828-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-10-03 09:39:58 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 Lively Indigo Run, DST See All Filings	D/A	2022-09-21 09:47:29 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., and Somerset Securities, Inc. CIK Number 0001931828 Filed Document 0001931828-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-09-21 09:47:29 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 Lively Indigo Run, DST See All Filings	D/A	2022-09-06 14:46:26 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, Berthel Fisher and Co., and Somerset Securities, Inc. CIK Number 0001931828 Filed Document 0001931828-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-09-06 14:46:26 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 Lively Indigo Run, DST See All Filings	D/A	2022-08-17 11:20:34 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, American Trust Investment Services, Inc., Wealthforge Securities, and Berthel Fisher and Co. CIK Number 0001931828 Filed Document 0001931828-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-08-17 11:20:34 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 Lively Indigo Run, DST See All Filings	D/A	2022-08-08 15:24:17 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, Lightpath Capital, Inc., Independent Financial Group, LLC, Huntwicke Securities, LLC, and American Trust Investment Services, Inc. CIK Number 0001931828 Filed Document 0001931828-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-08-08 15:24:17 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 Lively Indigo Run, DST See All Filings	D/A	2022-07-25 10:28:25 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, McDermott Investment Services, LLC, and Lightpath Capital, Inc. CIK Number 0001931828 Filed Document 0001931828-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-07-25 10:28:25 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 Lively Indigo Run, DST See All Filings	D	2022-07-12 10:57:28 UTC
Amount To Be Raised $103,237,080 Associated Brokers / Dealers Patrick Capital Markets, LLC, Emerson Equity LLC, DFPG Investments, LLC, Concorde Investment Services, LLC, FNEX Capital, LLC, and McDermott Investment Services, LLC CIK Number 0001931828 Filed Document 0001931828-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-07-12 10:57:28 UTC Type of Offering D Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity