CX Lively Indigo Run, DST: Form D filings, $36.1M sold to 99 investors (2022 to 2026)

Q: What is CX Lively Indigo Run, DST?

CX Lively Indigo Run, DST is a Delaware entity that filed a Form D with the SEC on October 4, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.

Q: Is CX Lively Indigo Run, DST legit?

AltStreet does not rate legitimacy; it reports the public record. CX Lively Indigo Run, DST filed a Form D with the SEC on October 4, 2023 claiming Rule 506(c), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $36,116,265 sold to 99 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.

Q: Is CX Lively Indigo Run, 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 CX Lively Indigo Run, DST claimed Rule 506(c), Section 3(c), 3C.5 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.

Q: How much has CX Lively Indigo Run, DST raised?

CX Lively Indigo Run, DST reported $36,116,265 sold from 99 investors of a $103,237,080 total offering as of the Form D filed October 4, 2023.

Q: Who can invest in CX Lively Indigo Run, DST?

The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

Q: What is the minimum investment in CX Lively Indigo Run, DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 4, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Q: Who is selling CX Lively Indigo Run, DST and how are they paid?

The Form D names Patrick Capital Markets, LLC (CRD 16518), associated with None; Emerson Equity LLC (CRD 130032), associated with None; DFPG Investments, LLC (CRD 155576), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 17 others as recipients of sales compensation soliciting in CA.

Q: Who is behind CX Lively Indigo Run, DST?

The Form D lists 4 related persons: John E. Carter, executive officer (President of the Manager of the Issuer); E. Carter Exchange Fund Management Company, LLC, executive officer (Sponsor of the Issuer); E. CX Lively Indigo Run Depositor, LLC, executive officer (Depositor of the Issuer); E. CX Lively Indigo Run Manager, LLC, executive officer (Manager and Signatory Trustee of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is CX Lively Indigo Run, DST located?

The issuer's address on its SEC filings is 4890 West Kennedy Boulevard, Suite 200, Tampa, FL 33609. Its phone number of record is (813) 281-1023. It is organized under the laws of Delaware.

Q: How long is the CX Lively Indigo Run, 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; 15 amendments are on record for this CIK.

AltStreetEDGAR DatabaseCX Lively Indigo Run, DST
SEC filing record
Primary Source · SEC.gov
CX Lively Indigo Run, DST2022 vintageRule 506(c), Section 3(c), 3C.5Filing record
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
$36M
Investors
99
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
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What this filing shows·Every sentence is a value as filed on SEC Form D
CX Lively Indigo Run, DST is a Delaware entity that first filed a Form D on August 17, 2022 and most recently amended it on October 4, 2023 in the Other Real Estate industry group. The offering claims Rule 506(c), Section 3(c), 3C.5 and covers equity and pooled investment fund interests. CX Lively Indigo Run, DST reported $36,116,265 sold from 99 investors of a $103,237,080 total offering as of the Form D filed October 4, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Patrick Capital Markets, LLC (CRD 16518), associated with None; Emerson Equity LLC (CRD 130032), associated with None; DFPG Investments, LLC (CRD 155576), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 17 others as recipients of sales compensation soliciting in CA. The issuer's address of record is 4890 West Kennedy Boulevard, Suite 200, Tampa, FL 33609.
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001931828
Entity NameCX Lively Indigo Run, DST
ExemptionRule 506(c), Section 3(c), 3C.5
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Issuer Address4890 West Kennedy Boulevard, Suite 200, Tampa, FL 33609
Phone(813) 281-1023
Industry / Fund TypeOther Real Estate
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity, Pooled investment fund interests
First Sale DateJune 27, 2022
Filing DateOctober 4, 2023
Accession Number0001931828-23-000008
Total Offering Amount$103,237,080
Total Amount Sold$36,116,265
Amount Remaining$67,120,815
Total Investors99
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)FL
Amendment Count18 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 18). Each opens the SEC archive folder.
D/AOctober 4, 20230001931828-23-000008D/AJuly 13, 20230001931828-23-000007D/AJune 29, 20230001931828-23-000006D/AMay 24, 20230001931828-23-000005D/AMay 10, 20230001931828-23-000004D/AMarch 2, 20230001931828-23-000003D/AFebruary 16, 20230001931828-23-000002D/AFebruary 2, 20230001931828-23-000001D/ANovember 28, 20220001931828-22-000010D/ANovember 3, 20220001931828-22-000009D/AOctober 14, 20220001931828-22-000008D/AOctober 3, 20220001931828-22-000007D/ASeptember 21, 20220001931828-22-000006D/ASeptember 6, 20220001931828-22-000005D/AAugust 17, 20220001931828-22-000004
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
John E. Carter
Executive Officer · Tampa, FL
President of the Manager of the Issuer
E. Carter Exchange Fund Management Company, LLC
Executive Officer · Tampa, FL
Sponsor of the Issuer
E. CX Lively Indigo Run Depositor, LLC
Executive Officer · Tampa, FL
Depositor of the Issuer
E. CX Lively Indigo Run Manager, LLC
Executive Officer · Tampa, FL
Manager and Signatory Trustee of the Issuer
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.
Patrick Capital Markets, LLCCRD 16518 on BrokerCheck 
Associated broker-dealer: None · St. Louis, MO · Soliciting in CA
Emerson Equity LLCCRD 130032 on BrokerCheck 
Associated broker-dealer: None · San Mateo, CA · Soliciting in CA
DFPG Investments, LLCCRD 155576 on BrokerCheck 
Associated broker-dealer: None · Sandy, UT · Soliciting in AZ, CA, MO, MT, NY, TX, UT, VT, WA, WY
Concorde Investment Services, LLCCRD 151604 on BrokerCheck 
Associated broker-dealer: None · Livonia, MI · Soliciting in CA, MA, NH, TX
FNEX Capital, LLCCRD 166316 on BrokerCheck 
Associated broker-dealer: None · Indianapolis, IN · Soliciting in CA, DC, FL, GA, MA, MD, MO, NH, NJ, NY, OR, RI, TX, UT, VA
McDermott Investment Services, LLCCRD 154926 on BrokerCheck 
Associated broker-dealer: None · Bethlehem, PA · Soliciting in CA, NE, UT
Lightpath Capital, Inc.CRD 34617 on BrokerCheck 
Associated broker-dealer: None · Southlake, TX · Soliciting in CA, WA
Independent Financial Group, LLCCRD 7717 on BrokerCheck 
Associated broker-dealer: None · San Diego, CA · Soliciting in CA, MT, TX
Huntwicke Securities, LLCCRD 146993 on BrokerCheck 
Associated broker-dealer: None · Topsfield, MA · Soliciting in CA, NJ, RI
American Trust Investment Services, Inc.CRD 3001 on BrokerCheck 
Associated broker-dealer: None · Whiting, IN · Soliciting in CO, NV, TX
Wealthforge SecuritiesCRD 152550 on BrokerCheck 
Associated broker-dealer: None · Richmond, VA · Soliciting in AZ, CA, IN, MN, NY, TX
Berthel Fisher and Co.CRD 13609 on BrokerCheck 
Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in CA, NJ
Somerset Securities, Inc.CRD 2493 on BrokerCheck 
Associated broker-dealer: None · Portland, OR · Soliciting in MN, OH
Capulent LLCCRD 155155 on BrokerCheck 
Associated broker-dealer: None · Phoenix, AZ · Soliciting in MO
Colorado Financial Service CorporationCRD 104343 on BrokerCheck 
Associated broker-dealer: None · Centennial, CO · Soliciting in CO
Cabin Securities, Inc.CRD 137608 on BrokerCheck 
Associated broker-dealer: None · OVERLAND PARK, KS · Soliciting in CA
Infinity Financial ServicesCRD 144302 on BrokerCheck 
Associated broker-dealer: None · Oakland, CA · Soliciting in CA
Realized Financial, Inc.CRD 22333 on BrokerCheck 
Associated broker-dealer: None · Austin, TX · Soliciting in PA
Peak Brokerage Services, LLCCRD 157045 on BrokerCheck 
Associated broker-dealer: None · Jupiter, FL · Soliciting in NY
Coastal Equities, Inc.CRD 23769 on BrokerCheck 
Associated broker-dealer: None · Wilmington, DE · Soliciting in CA
Saxony Securities, Inc.CRD 115547 on BrokerCheck 
Associated broker-dealer: None · St. Louis, MO · Soliciting in CA
Questions About CX Lively Indigo Run, DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is CX Lively Indigo Run, DST?CX Lively Indigo Run, DST is a Delaware entity that filed a Form D with the SEC on October 4, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is CX Lively Indigo Run, DST legit?AltStreet does not rate legitimacy; it reports the public record. CX Lively Indigo Run, DST filed a Form D with the SEC on October 4, 2023 claiming Rule 506(c), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $36,116,265 sold to 99 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 CX Lively Indigo Run, 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 CX Lively Indigo Run, DST claimed Rule 506(c), Section 3(c), 3C.5 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 CX Lively Indigo Run, DST raised?CX Lively Indigo Run, DST reported $36,116,265 sold from 99 investors of a $103,237,080 total offering as of the Form D filed October 4, 2023.
Who can invest in CX Lively Indigo Run, DST?The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in CX Lively Indigo Run, DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 4, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling CX Lively Indigo Run, DST and how are they paid?The Form D names Patrick Capital Markets, LLC (CRD 16518), associated with None; Emerson Equity LLC (CRD 130032), associated with None; DFPG Investments, LLC (CRD 155576), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 17 others as recipients of sales compensation soliciting in CA.
Who is behind CX Lively Indigo Run, DST?The Form D lists 4 related persons: John E. Carter, executive officer (President of the Manager of the Issuer); E. Carter Exchange Fund Management Company, LLC, executive officer (Sponsor of the Issuer); E. CX Lively Indigo Run Depositor, LLC, executive officer (Depositor of the Issuer); E. CX Lively Indigo Run Manager, LLC, executive officer (Manager and Signatory Trustee of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is CX Lively Indigo Run, DST located?The issuer's address on its SEC filings is 4890 West Kennedy Boulevard, Suite 200, Tampa, FL 33609. Its phone number of record is (813) 281-1023. It is organized under the laws of Delaware.
How long is the CX Lively Indigo Run, 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; 15 amendments are on record for this CIK.
What is CX Lively Indigo Run, DST's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.