AX Diversified Retail Portfolio, DST raised $43,227,474 (New York, NY)
LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 01:28:40 GMT
AX Diversified Retail Portfolio, DST plus every comparable record, with all columns and source links, as one CSV.
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82 / 100 vendor spend propensity
Estimated post-raise budget for CPA / Tax / Audit services: $864,549 (heuristic)
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $43,227,474 so far: a large raise.
- Real Estate & Construction companies are a strong fit for CPA / Tax / Audit services.
- Filed 2 days ago.
- Incorporated in the last five years: likely still building out finance and insurance.
| Field | Value |
|---|---|
| Industry | Other Real Estate (Real Estate & Construction) |
| Operating company | Yes |
| Exemption | 506(b) |
| Amount sold | $43,227,474 |
| Total offering | $89,517,000 |
| Investors so far | 59 |
| First sale | 2026-07-17 |
| Filed | 2026-11-02 (amendment) |
| Entity | Other, incorporated 2026 |
Executives and related persons (from the filing)
- N/A Apollo RE Exchange, LLC: Executive Officer
- N/A AX Manager, LLC: Executive Officer
- N/A AX IV Depositor, LLC: Executive Officer
- Nari Na: Executive Officer
- Scott Kleinman: Executive Officer
- John Zito: Executive Officer
- Matthew Breitfelder: Executive Officer
- Brian Carney: Executive Officer
- Whitney Chatterjee: Executive Officer
- Heather Glatter: Executive Officer
- Benjamin Israel: Executive Officer
- Martin B. Kelly: Executive Officer
AX Diversified Retail Portfolio, DST vs. top 3 peers
| Organization | Location | Capital raised | Record date |
|---|---|---|---|
| AX Diversified Retail Portfolio, DST | New York | $43,227,474 | 2026-11-02 |
| SR Long-Duration Income HoldCo 2026, LLC | New York | $39,178,000 | 2026-11-03 |
| BR Diversified Industrial Portfolio 7, DST | New York | $60,051,084 | 2026-10-23 |
| CF Westshore Multifamily DST | New York | $64,000,000 | 2026-11-02 |
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Newly funded companies in New York (SEC Form D) Newly funded Real Estate & Construction companies (SEC Form D)
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