AltMountain

CX EOS Orlando, DST

Status: no Form D since Feb 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

CX EOS Orlando, DST is a real estate fund based in Tampa, Florida. According to its most recent Form D, filed Feb 2, 2022, it has sold $40,847,758 of interests to 122 investors since its first sale in Sep 2021. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Carter Exchange Fund Management Company, LLC; CX EOS Orlando Manager, LLC; John Carter.

Total raised
$40,847,758Cumulative sales reported on Form D
Investors
122
First sale
Sep 24, 2021
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Carter Exchange Fund Management Company, LLC; CX EOS Orlando Manager, LLC; John Carter
Latest Form D
Feb 2, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about CX EOS Orlando, DST

What is the minimum investment for CX EOS Orlando, DST?

According to its latest Form D, filed Feb 2, 2022, the minimum investment CX EOS Orlando, DST accepts from an outside investor is $25,000.

Who can invest in CX EOS Orlando, DST?

CX EOS Orlando, DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has CX EOS Orlando, DST raised?

CX EOS Orlando, DST reports $40,847,758 sold from 122 investors on its Form D filed Feb 2, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is CX EOS Orlando, DST based?

CX EOS Orlando, DST is based in Tampa, Florida.

When did CX EOS Orlando, DST launch?

CX EOS Orlando, DST reports its first sale in Sep 2021.

Size compared with every real estate fund

Raised more than 95% of the 618 real estate funds based in Florida, and more than 93% of all 7,349 that report sales.

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