Ledger.Open graph →
SEC Form D · Amendment · filed March 25, 2026

AX Essential Retail Portfolio, DST

Offering
$91.5M
Sold
$44.8M
Exemption
Rule 506(b)
Industry
Other Real Estate
Location
NEW YORK, NY
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (23)

Sonja Neame · Nedlands WA, Channel IslandsExecBlue Mountain Bridge Capital Limited · Hong Kong, IsraelExecV. Lampi · Oak Brook, ILExecJeremiah M. Bird · San Francisco, CAExecA. Wiley · San Francisco, CAExecThe Colony Group, LLC · Boston, MAExecA. Harris · FORTH WORTH, TXExecJordan A. Kolar · NEW YORK, NYExecShahriyar Neman · Sunny Isles Beach, FLExecMark S. Maple · Fargo, NDExecJ. Zucaro · Aventura, FLExecDawn R. Griffiths · HAMILTON, BermudaExecM. Flam · SAN DIEGO, CAExecDavid A. Mills · Needham, MAExecOrchard Global Asset Management LLP · London, United KingdomExecRafael E. Santos · BOCA RATON, FLExecMichael L. Mattera · Coral Springs, FLExecJohn Webster · Grand Cayman, Cayman IslandsExecCharles Thomas · George Town, Grand Cayman, Cayman IslandsExecSteven T. Faraone · Cleveland, OHExecAx Iii Depositor, Llc · New York, NYExecAx Essential Retail Portfolio Manager, Llc · New York, NYExecApollo Re Exchange, Llc · New York, NYExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗