AX Essential Retail Portfolio, DST — Form D

AX Essential Retail Portfolio, DST of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-12-11. The offering totals $91.5M, of which $6.7M was reported sold. Industry: Other Real Estate.

Offering

Issuer

Officers, directors & promoters (58)

Showing 25 of 58 people.

NameRoleLocation
N/A Apollo RE Exchange, LLCExecutive OfficerNew York, NY
N/A AX Essential Retail Portfolio Manager, LLCExecutive OfficerNew York, NY
N/A AX III Depositor, LLCExecutive OfficerNew York, NY
Matthew BreitfelderExecutive OfficerNew York, NY
Brian CarneyExecutive OfficerNew York, NY
Whitney ChatterjeeExecutive OfficerNew York, NY
Heather GlatterExecutive OfficerNew York, NY
Benjamin IsraelExecutive OfficerNew York, NY
Martin B KellyExecutive OfficerNew York, NY
Scott KleinmanExecutive OfficerNew York, NY
William B KueselExecutive OfficerNew York, NY
Mandee B LeeExecutive OfficerNew York, NY
Yael B LevyExecutive OfficerNew York, NY
Jessica L LommExecutive OfficerNew York, NY
Catherine L MullarneyExecutive OfficerNew York, NY
Nari NaExecutive OfficerNew York, NY
Katherine G NewmanExecutive OfficerNew York, NY
Stuart A RothsteinExecutive OfficerNew York, NY
Stefanie A SundelExecutive OfficerNew York, NY
Shari A VershellExecutive OfficerNew York, NY
Johannes A WorsoeExecutive OfficerNew York, NY
James A ZelterExecutive OfficerNew York, NY
John ZitoExecutive OfficerNew York, NY
N/A Apollo RE Exchange, LLCRelated PersonNew York, NY
Benjamin IsraelRelated PersonNew York, NY

Other filings by this issuer (9)

FiledFormOfferingSold
2026-07-09D/A$91.5M$77.6M
2026-06-11D/A$91.5M$69.3M
2026-05-21D/A$91.5M$67.3M
2026-04-30D/A$91.5M$57.4M
2026-04-13D/A$91.5M$48.5M
2026-03-25D/A$91.5M$44.8M
2026-03-04D/A$91.5M$39.4M
2026-02-17D/A$91.5M$27.9M
2026-01-21D/A$91.5M$20.3M

More