Data / Form D filings / AX Diversified Retail Portfolio, DST
AX Diversified Retail Portfolio, DST: Form D filing
AX Diversified Retail Portfolio, DST, a real estate company in New York, NY, filed a Form D with the SEC in 2026. The latest, on October 9, 2026, reports $25.6 million sold of a $89.5 million offering to 45 investors.
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Company details from the filing
- Address
- 9 WEST 57TH STREET 42ND FLOOR, New York, NY, 10019
- Phone
- (212) 515-3200
- Industry
- Other Real Estate
- Entity type
- Other
- Incorporated in
- Delaware
- Year incorporated
- 2026
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b), Investment Company Act section 3(c), 3C.5
- SEC identifier (CIK)
- 2146055
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 9 | Amendment | $89,517,000 | $25,594,549 | $63,922,451 | 45 | Jul 17 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| N/A Apollo RE Exchange, LLC | Executive Officer | Sponsor of the Issuer |
| N/A AX Manager, LLC | Executive Officer | Manager and Signatory Trustee of the Issuer |
| N/A AX IV Depositor, LLC | Executive Officer | Depositor of the Issuer |
| Nari Na | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Scott Kleinman | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| John Zito | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Matthew Breitfelder | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Brian Carney | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Whitney Chatterjee | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Heather Glatter | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Benjamin Israel | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Martin B. Kelly | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| William B. Kuesel | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Mandee Lee | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Yael Levy | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Jessica L. Lomm | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Catherine Mullarney | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Katherine G. Newman | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Stuart A. Rothstein | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Stefanie Sundel | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| Shari Vershell | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
| James Zelter | Executive Officer | Executive Officer of the Manager and Signatory Trustee of the Issuer |
Other real estate companies in New York that filed recently
- JWCM Vivian, DST $24.5 million · Oct 21
- BR HPE Zero Coupon, DST offering · Oct 20
- Loon Point Capital Partners I LLC offering · Oct 13
- Havenly Ingram Member LLC $5.2 million · Oct 8
- BREX Net Lease Data Center I DST $15.3 million · Oct 6
- Bedford37 406 BPR SPV LP $5.3 million · Oct 2
Every Form D from the week of Oct 5 · All recent filings in New York · All recent Other Real Estate filings
Read from SEC EDGAR. Amount sold is what AX Diversified Retail Portfolio, DST reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.