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 2026-03-25. The offering totals $91.5M, of which $44.8M was reported sold. Industry: Other Real Estate.

Offering

Issuer

Officers, directors & promoters (58)

Showing 25 of 58 people.

NameRoleLocation
Martin B. KellyExecutive 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
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
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

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
2026-03-04D/A$91.5M$39.4M
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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