AX Essential Retail Portfolio, DST — Form D/A

AX Essential Retail Portfolio, DST of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2026-03-04. The offering totals $91.5M, of which $39.4M was reported sold. Industry: Other Real Estate.

Offering

Issuer

Officers, directors & promoters (58)

Showing 25 of 58 people.

NameRoleLocation
Shari A VershellExecutive OfficerNew York, NY
James A ZelterExecutive OfficerNew York, NY
N/A Apollo RE Exchange, LLCExecutive OfficerNew York, NY
N/A Apollo RE Exchange, LLCRelated PersonNew York, NY
Benjamin IsraelExecutive OfficerNew York, NY
Benjamin IsraelRelated PersonNew York, NY
John ZitoExecutive OfficerNew York, NY
John ZitoRelated PersonNew York, NY
Stefanie A SundelExecutive OfficerNew York, NY
Brian CarneyExecutive OfficerNew York, NY
Brian CarneyRelated PersonNew York, NY
Nari NaExecutive OfficerNew York, NY
Nari NaRelated PersonNew York, NY
Johannes A WorsoeExecutive OfficerNew York, NY
Whitney ChatterjeeExecutive OfficerNew York, NY
Whitney ChatterjeeRelated PersonNew York, NY
Scott KleinmanExecutive OfficerNew York, NY
Scott KleinmanRelated PersonNew York, NY
Heather GlatterExecutive OfficerNew York, NY
Heather GlatterRelated PersonNew York, NY
Matthew BreitfelderExecutive OfficerNew York, NY
Matthew BreitfelderRelated PersonNew York, NY
N/A AX III Depositor, LLCExecutive OfficerNew York, NY
N/A AX III Depositor, LLCRelated PersonNew York, NY
N/A AX Essential Retail Portfolio Manager, LLCExecutive OfficerNew 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
2026-02-17D/A$91.5M$27.9M
2026-01-21D/A$91.5M$20.3M
2025-12-11D$91.5M$6.7M

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