CX Residences at Congressional Village, 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
$13M
Investors
47
Min Invest
$25,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
CX Residences at Congressional Village, DST is a Delaware entity that first filed a Form D on October 3, 2022 and most recently amended it on December 26, 2023 in the Other Real Estate industry group. The offering claims Rule 506(c) and covers equity and pooled investment fund interests. CX Residences at Congressional Village, DST reported $12,763,533 sold from 47 investors of a $81,157,487 total offering as of the Form D filed December 26, 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 American Trust Investment Services, Inc. (CRD 3001), associated with None; Lightpath Capital, Inc. (CRD 34617), associated with None; Aurora Securities (CRD 46147), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 2 others as recipients of sales compensation soliciting in FL. 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.govFilings on Record
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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
lapsed
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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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 Residences at Congressional Village Manager, LLC
Executive Officer · Tampa, FL
Manager and Signatory Trustee of the Issuer
E. CX Residences at Congressional Village Depositor, LLC
Executive Officer · Tampa, FL
Depositor 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.
American Trust Investment Services, Inc.CRD 3001 on BrokerCheck
Associated broker-dealer: None · Whiting, IN · Soliciting in FL
Lightpath Capital, Inc.CRD 34617 on BrokerCheck
Associated broker-dealer: None · Southlake, TX · Soliciting in CA, NV
Aurora SecuritiesCRD 46147 on BrokerCheck
Associated broker-dealer: None · Troy, MI · Soliciting in MD, VA
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · Livonia, MI · Soliciting in CA, FL, IN, NC, NV, NY
DFPG Investments, LLCCRD 155576 on BrokerCheck
Associated broker-dealer: None · Sandy, UT · Soliciting in AZ, CA, CT, DE, FL, GA, KY, MA, MD, NJ, NY, PA, VA, VT
Crescent Securities Group, Inc.CRD 114993 on BrokerCheck
Associated broker-dealer: None · Plano, TX · Soliciting in FL
Questions About CX Residences at Congressional Village, 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 Residences at Congressional Village, DST?
CX Residences at Congressional Village, DST is a Delaware entity that filed a Form D with the SEC on December 26, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c) for an offering of equity and pooled investment fund interests.
Is CX Residences at Congressional Village, DST legit?
AltStreet does not rate legitimacy; it reports the public record. CX Residences at Congressional Village, DST filed a Form D with the SEC on December 26, 2023 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $12,763,533 sold to 47 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 Residences at Congressional Village, 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 Residences at Congressional Village, DST claimed Rule 506(c) 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 Residences at Congressional Village, DST raised?
CX Residences at Congressional Village, DST reported $12,763,533 sold from 47 investors of a $81,157,487 total offering as of the Form D filed December 26, 2023.
Who can invest in CX Residences at Congressional Village, 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 Residences at Congressional Village, DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 26, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling CX Residences at Congressional Village, DST and how are they paid?
The Form D names American Trust Investment Services, Inc. (CRD 3001), associated with None; Lightpath Capital, Inc. (CRD 34617), associated with None; Aurora Securities (CRD 46147), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None and 2 others as recipients of sales compensation soliciting in FL.
Who is behind CX Residences at Congressional Village, 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 Residences at Congressional Village Manager, LLC, executive officer (Manager and Signatory Trustee of the Issuer); E. CX Residences at Congressional Village Depositor, LLC, executive officer (Depositor of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is CX Residences at Congressional Village, 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 Residences at Congressional Village, 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; 11 amendments are on record for this CIK.
What is CX Residences at Congressional Village, 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.