# 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

- Filed: 2026-07-31
- Form: D
- Accession: 0002146055-26-000001
- Industry: Other Real Estate
- Exemptions: 06b,3C,3C.5
- Total offering: $89.5M
- Amount sold: $1.1M
- Remaining: $88.4M
- Minimum investment: $25K
- Investors: 1
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-592827

## Issuer

- Name: AX Diversified Retail Portfolio, DST
- CIK: 0002146055
- Entity type: Other
- Jurisdiction: DELAWARE
- Address: 9 WEST 57TH STREET 42ND FLOOR, NEW YORK, NY, 10019
- Phone: (212) 515-3200

## Officers, directors & promoters (19)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Breitfelder | Related Person | New York, NY |
| Brian Carney | Related Person | New York, NY |
| Whitney Chatterjee | Related Person | New York, NY |
| Heather Glatter | Related Person | New York, NY |
| Benjamin Israel | Related Person | New York, NY |
| Martin B. Kelly | Related Person | New York, NY |
| Scott Kleinman | Related Person | New York, NY |
| William B. Kuesel | Related Person | New York, NY |
| Mandee Lee | Related Person | New York, NY |
| Yael Levy | Related Person | New York, NY |
| Jessica L. Lomm | Related Person | New York, NY |
| Catherine Mullarney | Related Person | New York, NY |
| Nari Na | Related Person | New York, NY |
| Katherine G. Newman | Related Person | New York, NY |
| Stuart A. Rothstein | Related Person | New York, NY |
| Stefanie Sundel | Related Person | New York, NY |
| Shari Vershell | Related Person | New York, NY |
| James Zelter | Related Person | New York, NY |
| John Zito | Related Person | New York, NY |

## More

- [CIK 2146055 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2146055&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002146055-26-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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