FormDSignal
26

AX Diversified Retail Portfolio, DST updates its Form D — $14.8M sold

Fund raise update · Raising · NEW YORK, NY · Form D/A filed 2026-09-10

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator. Lead card pending.

People on the filing

Katherine G. NewmanExecutive Officer of the Manager and Signatory Trustee of the Issuer
Mandee B. LeeExecutive Officer of the Manager and Signatory Trustee of the Issuer
Heather GlatterExecutive Officer of the Manager and Signatory Trustee of the Issuer
Martin B. KellyExecutive Officer of the Manager and Signatory Trustee of the Issuer
N/A AX Manager, LLCManager and Signatory Trustee of the Issuer
Catherine L. MullarneyExecutive Officer of the Manager and Signatory Trustee of the Issuer
Stuart A. RothsteinExecutive Officer of the Manager and Signatory Trustee of the Issuer
Yael B. LevyExecutive Officer of the Manager and Signatory Trustee of the Issuer
N/A AX IV Depositor, LLCDepositor of the Issuer
William B. KueselExecutive Officer of the Manager and Signatory Trustee of the Issuer
James A. ZelterExecutive Officer of the Manager and Signatory Trustee of the Issuer
Matthew BreitfelderExecutive Officer of the Manager and Signatory Trustee of the Issuer
Stefanie A. SundelExecutive Officer of the Manager and Signatory Trustee of the Issuer
John ZitoExecutive Officer of the Manager and Signatory Trustee of the Issuer
Nari NaExecutive Officer of the Manager and Signatory Trustee of the Issuer
Benjamin IsraelExecutive Officer of the Manager and Signatory Trustee of the Issuer
N/A Apollo RE Exchange, LLCSponsor of the Issuer
Whitney ChatterjeeExecutive Officer of the Manager and Signatory Trustee of the Issuer
Brian CarneyExecutive Officer of the Manager and Signatory Trustee of the Issuer
Scott KleinmanExecutive Officer of the Manager and Signatory Trustee of the Issuer
Shari A. VershellExecutive Officer of the Manager and Signatory Trustee of the Issuer
Jessica L. LommExecutive Officer of the Manager and Signatory Trustee of the Issuer

Signed by Nari Na, Vice President of Manager & Signatory Trustee of Issuer.

Placement agents / sales compensation: Orrin Barrow; Thomas Olsen; Simon Brower; Richard Gann

Filing contact

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