ADREX Diversified II DST
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$252M
Investors
178
Min Invest
$500,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
ADREX Diversified II DST is a Delaware business trust that first filed a Form D on March 23, 2022 and most recently amended it on November 1, 2022 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. ADREX Diversified II DST reported $252,050,000 sold from 178 investors of a $252,050,000 total offering as of the Form D filed November 1, 2022. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000. The Form D names Ares Wealth Management Solutions, LLC (CRD 119546), associated with None; Arkadios Capital (CRD 282710), associated with None; Commonwealth Advisors, Inc. (CRD 154783), associated with None; DFPG Investment, LLC (CRD 155576), associated with None and 20 others as recipients of sales compensation soliciting in all states. The issuer's address of record is C/O Ares Management, Tabor Center, 1200 17th St., Suite 2900, Denver, CO 80202.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the ADREX Diversified DST family: 11 vehicles across 11 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Ares Diversified Real Estate Exchange LLC
Executive Officer · Denver, CO
Sponsor of the Issuer
ADREX Diversified II Manager LLC
Executive Officer · Denver, CO
Manager
ADREX Diversified TRS LLC
Executive Officer · Denver, CO
Depositor
Joshua J. Widoff
Executive Officer · Denver, CO
CLO of the indirect parent of ADREX Diversified II Manager LLC, which is the manager of the Signatory Trustee
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Ares Wealth Management Solutions, LLCCRD 119546 on BrokerCheck
Associated broker-dealer: None · Denver, CO · Soliciting in all states
Arkadios CapitalCRD 282710 on BrokerCheck
Associated broker-dealer: None · Atlanta, GA · Soliciting in CO, FL, NC, PA
Commonwealth Advisors, Inc.CRD 154783 on BrokerCheck
Associated broker-dealer: None · Lemoyne, PA · Soliciting in AZ, CA, CO, MA, PA
DFPG Investment, LLCCRD 155576 on BrokerCheck
Associated broker-dealer: None · Sandy, UT · Soliciting in CA, CO, FL, KS, UT, VA
Ameriprise Financial Services, LLCCRD 6363 on BrokerCheck
Associated broker-dealer: None · Minneapolis, MN · Soliciting in AZ, CA, CO, CT, DC, FL, IA, KS, LA, ME, MN, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Securities America, Inc.CRD 10205 on BrokerCheck
Associated broker-dealer: None · Lavista, NE · Soliciting in CA, NY
Great Point Capital LLCCRD 114203 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in NY, PA
Thornhill Securities, Inc.CRD 22333 on BrokerCheck
Associated broker-dealer: None · Austin, TX · Soliciting in NJ, NY, TX
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · Livonia, MI · Soliciting in AL, CA, IN, NY, OH
Private Client Services, LLCCRD 120222 on BrokerCheck
Associated broker-dealer: None · Louisville, KY · Soliciting in WA
Emerson Equity LLCCRD 130032 on BrokerCheck
Associated broker-dealer: None · San Mateo, CA · Soliciting in CA, CO, NC
Robert W. Baird & Co.CRD 8158 on BrokerCheck
Associated broker-dealer: None · Milwaukee, WI · Soliciting in AZ, CO, IN, MD, NM, SC, TX, WI
DAI Securities, LLCCRD 36673 on BrokerCheck
Associated broker-dealer: None · Atlanta, GA · Soliciting in CA, IL
Woodbury Financial Services, Inc.CRD 421 on BrokerCheck
Associated broker-dealer: None · Oakdale, MN · Soliciting in MI
Janney Montgomery Scott LLCCRD 463 on BrokerCheck
Associated broker-dealer: None · Philadelphia, PA · Soliciting in DE, FL, NY, VA
Wintrust Investments LLCCRD 875 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in NY
Synovus Securities, Inc.CRD 14023 on BrokerCheck
Associated broker-dealer: None · Columbus, GA · Soliciting in AL
CreativeOne Securities, LLCCRD 152974 on BrokerCheck
Associated broker-dealer: None · Overland Park, KS · Soliciting in CA
Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck
Associated broker-dealer: None · Jersey City, NJ · Soliciting in CA
Rockefeller Financial LLCCRD 291361 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in NJ, TX
Saxony Securities, Inc.CRD 115547 on BrokerCheck
Associated broker-dealer: None · St. Louis, MO · Soliciting in CO
Berthel, Fisher & Company Financial Services, Inc.CRD 13609 on BrokerCheck
Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in NJ
Aurora SecuritiesCRD 46147 on BrokerCheck
Associated broker-dealer: None · Troy, MI · Soliciting in WA
Sagepoint Financial, Inc.CRD 133763 on BrokerCheck
Associated broker-dealer: None · Phoenix, AZ · Soliciting in CA, OR
Questions About ADREX Diversified II DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is ADREX Diversified II DST?
ADREX Diversified II DST is a Delaware business trust that filed a Form D with the SEC on November 1, 2022 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.
Is ADREX Diversified II DST legit?
AltStreet does not rate legitimacy; it reports the public record. ADREX Diversified II DST filed a Form D with the SEC on November 1, 2022 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $252,050,000 sold to 178 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is ADREX Diversified II DST registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that ADREX Diversified II DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has ADREX Diversified II DST raised?
ADREX Diversified II DST reported $252,050,000 sold from 178 investors of a $252,050,000 total offering as of the Form D filed November 1, 2022.
Who can invest in ADREX Diversified II DST?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000.
What is the minimum investment in ADREX Diversified II DST?
The Form D lists $500,000 as the minimum investment accepted from any outside investor as of November 1, 2022. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling ADREX Diversified II DST and how are they paid?
The Form D names Ares Wealth Management Solutions, LLC (CRD 119546), associated with None; Arkadios Capital (CRD 282710), associated with None; Commonwealth Advisors, Inc. (CRD 154783), associated with None; DFPG Investment, LLC (CRD 155576), associated with None and 20 others as recipients of sales compensation soliciting in all states.
Who is behind ADREX Diversified II DST?
The Form D lists 4 related persons: Ares Diversified Real Estate Exchange LLC, executive officer (Sponsor of the Issuer); ADREX Diversified II Manager LLC, executive officer (Manager); ADREX Diversified TRS LLC, executive officer (Depositor); Joshua J. Widoff, executive officer (CLO of the indirect parent of ADREX Diversified II Manager LLC, which is the manager of the Signatory Trustee). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is ADREX Diversified II DST located?
The issuer's address on its SEC filings is C/O Ares Management, Tabor Center, 1200 17th St., Suite 2900, Denver, CO 80202. Its phone number of record is 866-324-7348. It is organized under the laws of Delaware.
How long is the ADREX Diversified II DST offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
What is ADREX Diversified II DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.