CX Heritage, DST
CX Heritage, DST is a real estate fund based in Tampa, Florida. According to its most recent Form D, filed May 9, 2022, it has sold $26,712,757 of interests to 65 investors since its first sale in Feb 2022. 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 CX Heritage Depositor, LLC; CX Heritage Manager, LLC; Carter Exchange Fund Management Company, LLC.
- Total raised
- $26,712,757Cumulative sales reported on Form D
- Investors
- 65
- First sale
- Feb 2, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- CX Heritage Depositor, LLC; CX Heritage Manager, LLC; Carter Exchange Fund Management Company, LLC
- Latest Form D
- May 9, 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 Heritage, DST
What is the minimum investment for CX Heritage, DST?
According to its latest Form D, filed May 9, 2022, the minimum investment CX Heritage, DST accepts from an outside investor is $25,000.
Who can invest in CX Heritage, DST?
CX Heritage, 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 Heritage, DST raised?
CX Heritage, DST reports $26,712,757 sold from 65 investors on its Form D filed May 9, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is CX Heritage, DST based?
CX Heritage, DST is based in Tampa, Florida.
When did CX Heritage, DST launch?
CX Heritage, DST reports its first sale in Feb 2022.
Size compared with every real estate fund
Raised more than 94% of the 618 real estate funds based in Florida, and more than 90% of all 7,337 that report sales.
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