AX Diversified Retail Portfolio, DST — Form D

AX Diversified Retail Portfolio, DST of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2026-07-31. The offering totals $89.5M, of which $1.1M was reported sold. Industry: Other Real Estate.

Offering

Issuer

Officers, directors & promoters (19)

NameRoleLocation
Matthew BreitfelderRelated PersonNew York, NY
Brian CarneyRelated PersonNew York, NY
Whitney ChatterjeeRelated PersonNew York, NY
Heather GlatterRelated PersonNew York, NY
Benjamin IsraelRelated PersonNew York, NY
Martin B. KellyRelated PersonNew York, NY
Scott KleinmanRelated PersonNew York, NY
William B. KueselRelated PersonNew York, NY
Mandee LeeRelated PersonNew York, NY
Yael LevyRelated PersonNew York, NY
Jessica L. LommRelated PersonNew York, NY
Catherine MullarneyRelated PersonNew York, NY
Nari NaRelated PersonNew York, NY
Katherine G. NewmanRelated PersonNew York, NY
Stuart A. RothsteinRelated PersonNew York, NY
Stefanie SundelRelated PersonNew York, NY
Shari VershellRelated PersonNew York, NY
James ZelterRelated PersonNew York, NY
John ZitoRelated PersonNew York, NY

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