AX Diversified Retail Portfolio, DST
New Form D on file · 2026-09-10 · the record
What the record says
Everything on the record so far — 2026-09-03 to 2026-09-10. This window lengthens as filings accumulate; it is not yet a year. 37 filings in Other Real Estate, totalled by day. The dot is this raise, $14.77M, on the same scale — one filing against the whole group's total, so it sits low by construction.
Where this sits on the site
Use of proceeds, as written on the filing
Item 16 is an estimate of offering and organizational expenses that may accrue to one or more Related Persons.
Company officers on record
On the filing as: Executive Officer.
Nari Na is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Scott Kleinman is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
John Zito is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Matthew Breitfelder is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Brian Carney is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Whitney Chatterjee is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Heather Glatter is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Benjamin Israel is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Martin Kelly is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
William Kuesel is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Mandee Lee is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Yael Levy is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Jessica Lomm is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Catherine Mullarney is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Katherine Newman is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Stuart Rothstein is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Stefanie Sundel is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
Shari Vershell is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
On the filing as: Executive Officer.
James Zelter is named as Executive Officer of the Manager and Signatory Trustee of the Issuer on the Form D that AX Diversified Retail Portfolio, DST filed with the SEC on 10 September 2026, one of 19 people that filing names.
19 people named on the filing — 19 holding an executive role.
Named as of the 2026-09-10 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
Also named on the filing
| Entity | Stated role | Relationship on the filing | Where |
|---|---|---|---|
| Apollo RE Exchange, LLC | Sponsor of the Issuer | Executive Officer | New York, NEW YORK |
| AX Manager, LLC | Manager and Signatory Trustee of the Issuer | Executive Officer | New York, NEW YORK |
| AX IV Depositor, LLC | Depositor of the Issuer | Executive Officer | New York, NEW YORK |
These are companies, not individuals — the filing gives them no forename, or names them as a firm. They are listed apart so a firm is never read as a person.
Against the 37 raises on file in Other Real Estate. Median $8.72M, largest $279.49M.
Interest Score
Every component below is a field already shown elsewhere on this page.
| Component | What it read | Adds |
|---|---|---|
| Raise size against its industry group | 61st percentile of 37 raises on file | 30 (up to 50) |
| People named on the filing | 19 people named | 30 (up to 30) |
| Investors already in | 25 stated on the filing | 20 (up to 20) |
| Filings on record for this issuer | no filing history read yet | not scored |
| Raise cadence | no filing history read yet | not scored |
| Score | 80 out of 100 | |
Each component adds up to the share of 100 shown beside it, and one this kind of record cannot carry is left out rather than counted as zero, because a Form D has no field for a website, a repository or a team size. It measures how much publicly checkable activity surrounds this record today. It is not growth, not traction, not quality, and it is not a prediction.
How does your raise compare?
Enter an amount to place it against the filings on record.
Percentiles are drawn from the 1165 Form D filings held here that state an amount, filed between 3 and 10 September 2026 — 1132 of them in the 18 industry groups large enough to rank against (5 filings minimum).
The nearest raises on file in the same industry group (Other Real Estate), side by side with this one.
| Rank | Company | Score | Raise size | Filed | People named | Investors in | Form D cadence | Filing history |
|---|---|---|---|---|---|---|---|---|
| 1 | AX Diversified Retail Portfolio, DSTthis pageleads | 85 | $14.77M · 61st pctadds 23 | 2026-09-10 · 1d agoadds 23 | 19adds 23 | 25adds 16 | not stated | not stated |
| 2 | PG EB5 Sugar Lender, LLC | 83 | $20M · 67th pctadds 26 | 2026-09-04 · 7d agoadds 23 | 7adds 19 | 25adds 15 | 14not scored | 14 since 2026not scored |
| 3 | PG Austin Investors, LLC | 72 | $13.90M · 58th pctadds 22 | 2026-09-04 · 7d agoadds 23 | 5adds 12 | 124adds 15 | 24not scored | 24 since 2025not scored |
| 4 | Stanley Marketplace MC LLC | 69 | $15.44M · 64th pctadds 25 | 2026-09-10 · 1d agoadds 23 | 2adds 6 | 34adds 15 | not stated | not stated |
| 5 | BC JSM SPE, LLC | 62 | $11M · 56th pctadds 22 | 2026-09-03 · 8d agoadds 23 | 4adds 12 | 2adds 5 | 1not scored | 1 since 2026not scored |
| 6 | BC Petersen SPE, LLC | 60 | $10M · 53rd pctadds 20 | 2026-09-03 · 8d agoadds 23 | 4adds 12 | 1adds 5 | 1not scored | 1 since 2026not scored |
A score out of 100 comparing what each company's record shows for raise size within its industry group, filing recency, people named on the filing and investors disclosed.
- Raise size within its industry groupup to 39
- Filing recencyup to 23
- People named on the filingup to 23
- Investors disclosedup to 15
- Form D cadence and filing history depthshown, not scored
- 75 and up
- 55 to 74
- 35 to 54
- under 35
| Company | On the record | Industry group | Filed |
|---|---|---|---|
| Stanley Marketplace MC LLC | $15.44M | Other Real Estate | 2026-09-10 |
| PG Austin Investors, LLC | $13.90M | Other Real Estate | 2026-09-04 |
| BC JSM SPE, LLC | $11M | Other Real Estate | 2026-09-03 |
| BC Petersen SPE, LLC | $10M | Other Real Estate | 2026-09-03 |
| PG EB5 Sugar Lender, LLC | $20M | Other Real Estate | 2026-09-04 |
| FREX DB Series I DST | $8.72M | Other Real Estate | 2026-09-09 |
| JWCM Vivian, DST | $21.70M | Other Real Estate | 2026-09-09 |
| BREX Net Lease Data Center I DST | $7.81M | Other Real Estate | 2026-09-04 |
| PG Austin Investors RC, LLC | $21.99M | Other Real Estate | 2026-09-04 |
| PG Austin Investors RC, LLC | $21.99M | Other Real Estate | 2026-09-04 |
| COCHRAN CAPITAL FUND, LLC | $6.65M | Other Real Estate | 2026-09-04 |
| PG EB5 PALMDALE LENDER LLC | $23.20M | Other Real Estate | 2026-09-04 |
| WV NB SPE, LLC | $5.50M | Other Real Estate | 2026-09-09 |
| BC Investments AZ, LLC | $5.40M | Other Real Estate | 2026-09-03 |
| RBI Hilliard Investment Holdings LLC | $5.31M | Other Real Estate | 2026-09-04 |
| Senior Housing DST 12 | $5M | Other Real Estate | 2026-09-08 |
| Home Love Series Fund LLC - Series 4 | $4.31M | Other Real Estate | 2026-09-04 |
| Vegas Valley Plaza LLC | $3.77M | Other Real Estate | 2026-09-03 |
| Waterleigh Investments, LLC | $25.84M | Other Real Estate | 2026-09-09 |
| Overton & Fagundus TIC General Partnership | $3M | Other Real Estate | 2026-09-04 |
| ACRETRADER 293 LLC | $2.95M | Other Real Estate | 2026-09-10 |
| WV Gupta SPE, LLC | $1.22M | Other Real Estate | 2026-09-09 |
| EB-5 Homes NCE LP | $800K | Other Real Estate | 2026-09-10 |
| Village Delmar Development LP | $800K | Other Real Estate | 2026-09-10 |
| LK14 Granbury Fund, LP | $800K | Other Real Estate | 2026-09-08 |
| AX Diversified Retail Portfolio, DST (this page) | $14.77M | Other Real Estate | 2026-09-10 |
36 other records here are in this industry group; the 25 nearest are in the table.
- 19 people named on the filing — 19 holding an executive role.
- Bigger than 3 of the 5 comparable raises it is charted against — 60th percentile.
Of the 22 names on this filing, 12 are drawn here to keep the picture readable. The People tab lists them all.
No investor is drawn from a Form D — the form states how many invested and never who.
The full profile
Source Check, INVEST, RECRUIT and Press Requests on AX Diversified Retail Portfolio, DST
- Source Check — verify Nari Na's other claims against the registers that hold them.
- INVEST — compare this raise against the peers above, on the numbers.
- RECRUIT — see who is already on the team.
- Press Requests — connect with Nari Na for a story.
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Sourced from the filing index on sec.gov.