AltMountain

CX Liberty Mill, DST

Status: no Form D since Apr 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 Liberty Mill, DST is a real estate fund based in Tampa, Florida. According to its most recent Form D, filed Apr 11, 2022, it has sold $65,885,176 of interests to 131 investors since its first sale in Dec 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 John Carter; Carter Exchange Fund Management Company, LLC; CX Liberty Mill Depositor, LLC.

Total raised
$65,885,176Cumulative sales reported on Form D
Investors
131
First sale
Dec 16, 2021
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
John Carter; Carter Exchange Fund Management Company, LLC; CX Liberty Mill Depositor, LLC
Latest Form D
Apr 11, 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 Liberty Mill, DST

What is the minimum investment for CX Liberty Mill, DST?

According to its latest Form D, filed Apr 11, 2022, the minimum investment CX Liberty Mill, DST accepts from an outside investor is $25,000.

Who can invest in CX Liberty Mill, DST?

CX Liberty Mill, 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 Liberty Mill, DST raised?

CX Liberty Mill, DST reports $65,885,176 sold from 131 investors on its Form D filed Apr 11, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is CX Liberty Mill, DST based?

CX Liberty Mill, DST is based in Tampa, Florida.

When did CX Liberty Mill, DST launch?

CX Liberty Mill, DST reports its first sale in Dec 2021.

Size compared with every real estate fund

Raised more than 97% of the 612 real estate funds based in Florida, and more than 96% of all 7,316 that report sales.

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